ESOP · DOL Form 5500 · 2024

Lea Elliott, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
109
Participants Small participant base
57th
Percentile by assets National rank
$97,647
Avg per participant Below avg balance/head
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Official DOL plan name: Lea Elliott, Inc. Employee Stock Ownership Plan · Sponsored by Lea Elliott, Inc. · Virginia · Professional & Technical Services

$11M in assets, 109 participants

Lea Elliott, Inc.'s Lea Elliott, Inc. Employee Stock Ownership Plan reported $11M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 57th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #11,177 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

Lea Elliott, Inc. Employee Stock Ownership Plan covers 109 participants in Virginia, about 14% of the average Virginia filer (state average ~782 per filing). Assets: $11M.

#11,177
in Professional & Technical Services (20,173 peers)
+7.8%
assets growth YoY

Lea Elliott, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lea Elliott, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,643,480 Top 43% higher than 57% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Lea Elliott, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lea Elliott, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lea Elliott, Inc. Employee Stock Ownership Plan reported net income rose from -$640K in the plan year 2023 filing to $649K in the plan year 2024 filing.
  • Lea Elliott, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Lea Elliott, Inc. Employee Stock Ownership Plan reported participants fell from 111 in the plan year 2023 filing to 109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 752295172 · Lea Elliott, Inc. PY 2024 · ESOP

Lea Elliott, Inc. Employee Stock Ownership Plan · $11M · 109 · 57th

  • IND $11M
  • EOY 109
  • 5500 57th
  • ASSETS ESOP
  • PCT near D Square Construction, LLC Employee Stock Ownership Plan
  • EIN ind #11177

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Virginia →

Lea Elliott, Inc. Employee Stock Ownership Plan in the asset neighbourhood

D Square Construction, LLC Employee Stock Ownership PlanD Square Construction, LLC E…$11MThe Farmers and Merchants Bankshares, Inc. Employee Stock Ownership PlanThe Farmers and Merchants Ba…$11MCrystal Heating & Cooling Service, Inc. Employee Stock Ownership PlanCrystal Heating & Cooling Se…$11MLea Elliott, Inc. Employee Stock Ownership PlanLea Elliott, Inc. Employee S…$11MStone Pro, Inc. Employee Stock Ownership PlanStone Pro, Inc. Employee Sto…$11M
End-of-year total assets ($M) among Lea Elliott, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$649K
Employer EIN752295172
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lea Elliott, Inc.)

Sponsor-wide plan assets over time

All Lea Elliott, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$104M 38.101689567619914% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.3M $104M ▲ +38.1%
Year Plans Participants Total Assets
2022 2 234 $75M
2023 2 222 $91M
2024 2 221 $104M

Nearby ESOP Plans in Virginia

Peer ESOP plans, same state, same plan type, ranked by total assets.

Lea Elliott, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Lea Elliott, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01064348 · Participants: 109Lea Elliott, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Lea Elliott, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Lea Elliott, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lea Elliott, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is D Square Construction, LLC Employee Stock Ownership Plan in AZ ($11M); by covered participants it is Galfab Holdings Inc. Employee Stock Ownership Plan in IL (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lea Elliott, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Lea Elliott, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.8% during 2024, from $10M to $11M. Reported net income was $649K.
How have Lea Elliott, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lea Elliott, Inc.'s sponsor-wide assets grew 38.1%, from $75M to $104M.
Which ESOP plans are similar in size to Lea Elliott, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is D Square Construction, LLC Employee Stock Ownership Plan in AZ ($11M, 37 participants).
Which ESOP plans cover a similar participant headcount to Lea Elliott, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Galfab Holdings Inc. Employee Stock Ownership Plan in IL (109 participants, $150K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752295172.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.