ESOP · DOL Form 5500 · 2024
Luckett & Farley Holding Company ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 76
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $133,266
- Avg per participant Near avg balance/head
Official DOL plan name: Luckett & Farley Employee Stock Ownership Plan and Trust Agreement · Sponsored by Luckett & Farley Holding Company · Kentucky · Professional & Technical Services
$10M in assets, 76 participants
Luckett & Farley Holding Company's Luckett & Farley Employee Stock Ownership Plan and Trust Agreement reported $10M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #10,946 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Luckett & Farley Employee Stock Ownership Plan and Trust Agreement holds $10M for 76 participants - about $133,266 per participant, above the median plan by assets.
- #10,946
- in Professional & Technical Services (20,173 peers)
- -7.5%
- assets change YoY
The plan reported a net loss of $496K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Luckett & Farley Employee Stock Ownership Plan and Trust Agreement's mid-pack asset rank among Professional & Technical Services and all filers
Luckett & Farley Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,128,188 Top 44% higher than 56% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Luckett & Farley Employee Stock Ownership Plan and Trust Agreement among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luckett & Farley Employee Stock Ownership Plan and Trust Agreement is a small filing (76 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Luckett & Farley Employee Stock Ownership Plan and Trust Agreement reported net income fell from $789K in the plan year 2023 filing to -$496K in the plan year 2024 filing.
- Luckett & Farley Employee Stock Ownership Plan and Trust Agreement reported participants rose from 67 in the plan year 2023 filing to 76 in the plan year 2024 filing.
- Luckett & Farley Employee Stock Ownership Plan and Trust Agreement end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 461647927 · Luckett & Farley Holding Company PY 2024 · ESOP
Luckett & Farley Employee Stock Ownership Plan and Trust Agreement · $10M · 76 · 56th
- EIN $10M
- RANK 76
- PHOTO 56th
- IND ESOP
- EOY near Pro2serve Employee Stock Ownership Plan
- 5500 ind #10946
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 Kentucky →
Luckett & Farley Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$496K |
| Employer EIN | 461647927 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Luckett & Farley Holding Company)
Sponsor-wide plan assets over time
All Luckett & Farley Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 2.1510317511316237% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 164 | $20M |
| 2023 | 2 | 134 | $19M |
| 2024 | 2 | 155 | $20M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.6B · 7,785
- Gray, Inc. Employee Stock Ownership Plan $177M · 1,534
- Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan $167M · 1,107
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
- H & R Agri-Power Employee Stock Ownership Plan $111M · 522
Luckett & Farley Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Pro2serve Employee Stock Ownership Plan in TN ($10M); by covered participants it is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (76 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.