ESOP · DOL Form 5500 · 2024

Lsa Associates, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
149
Participants Small participant base
72nd
Percentile by assets National rank
$150,291
Avg per participant Above avg balance/head
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Official DOL plan name: Lsa Associates, Inc. Employee Stock Ownership Plan · Sponsored by Lsa Associates, Inc. · California · Professional & Technical Services

$22M in assets, 149 participants

Lsa Associates, Inc.'s Lsa Associates, Inc. Employee Stock Ownership Plan reported $22M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,509 in Professional & Technical Services (20,173 peers)

Coverage in California

Lsa Associates, Inc. Employee Stock Ownership Plan covers 149 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $22M.

#14,509
in Professional & Technical Services (20,173 peers)
+7.2%
assets growth YoY

Lsa Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Lsa Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$22,393,370 Top 28% higher than 72% 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

Lsa Associates, 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. Lsa Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lsa Associates, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Lsa Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Lsa Associates, Inc. Employee Stock Ownership Plan reported participants fell from 155 in the plan year 2023 filing to 149 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942341614 · Lsa Associates, Inc. PY 2024 · ESOP

Lsa Associates, Inc. Employee Stock Ownership Plan · $22M · 149 · 72nd

  • EBSA $22M
  • EBSA 149
  • EBSA 72nd
  • EBSA ESOP
  • EBSA near Pieper-Houston Electric Employee Stock Ownership Plan
  • EBSA ind #14509

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 California →

Lsa Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Energy Engineering Associates, Inc. Employee Stock Ownership PlanEnergy Engineering Associate…$22MThe Gemroi Company Employee Stock Ownership PlanThe Gemroi Company Employee …$22MLsa Associates, Inc. Employee Stock Ownership PlanLsa Associates, Inc. Employe…$22MPieper-Houston Electric Employee Stock Ownership PlanPieper-Houston Electric Empl…$22MSpalding Dedecker Associates, Inc. Employee Stock Ownership PlanSpalding Dedecker Associates…$22M
End-of-year total assets ($M) among Lsa Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN942341614
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lsa Associates, Inc.)

Sponsor-wide plan assets over time

All Lsa Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$100M 13.532068041323097% vs 2022
2024 filing year
$85M$90M$95M$100M$105M 202220232024 $88.2M $100M ▲ +13.5%
Year Plans Participants Total Assets
2022 2 352 $88M
2023 2 321 $97M
2024 2 315 $100M

Nearby ESOP Plans in California

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

Lsa Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Lsa Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.02239337 · Participants: 149Lsa Associates, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Lsa Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Lsa Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Pieper-Houston Electric Employee Stock Ownership Plan in TX ($22M); by covered participants it is Savanna Industries Employee Stock Ownership Plan in VA (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Lsa Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Lsa Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.2% during 2024, from $21M to $22M. Reported net income was $1M.
How have Lsa Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lsa Associates, Inc.'s sponsor-wide assets grew 13.5%, from $88M to $100M.
Which ESOP plans are similar in size to Lsa Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pieper-Houston Electric Employee Stock Ownership Plan in TX ($22M, 261 participants).
Which ESOP plans cover a similar participant headcount to Lsa Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Savanna Industries Employee Stock Ownership Plan in VA (149 participants, $94M 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 942341614.

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.