ESOP · DOL Form 5500 · 2023
Lewis Brass & Copper Company, Inc. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $179,242
- Avg per participant Above avg balance/head
Official DOL plan name: Lewis Brass & Copper Company Holding Company Employee Stock Ownership Plan · Sponsored by Lewis Brass & Copper Company, Inc. · Florida · Wholesale Trade
$1M in assets, 6 participants
Lewis Brass & Copper Company, Inc.'s Lewis Brass & Copper Company Holding Company Employee Stock Ownership Plan reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #868 in Wholesale Trade (6,309 peers)
Lewis Brass & Copper Company, Inc. multi-year trail
Lewis Brass & Copper Company, Inc.'s plans moved -19.5% in assets from 2022 to 2024; this filing shows Lewis Brass & Copper Company Holding Company Employee Stock Ownership Plan at $1M / 6 participants.
- #868
- in Wholesale Trade (6,309 peers)
- -2.2%
- assets change YoY
The plan reported a net loss of $20K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lewis Brass & Copper Company Holding Company Employee Stock Ownership Plan among the smaller filed plans by assets
Lewis Brass & Copper Company Holding Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,075,454 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lewis Brass & Copper Company Holding Company Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lewis Brass & Copper Company Holding Company Employee Stock Ownership Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lewis Brass & Copper Company Holding Company Employee Stock Ownership Plan reported net income rose from -$16M in the plan year 2022 filing to -$20K in the plan year 2023 filing.
- Lewis Brass & Copper Company Holding Company Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 202114641 · Lewis Brass & Copper Company, Inc. PY 2023 · ESOP
Lewis Brass & Copper Company Holding Company Employee Stock Ownership Plan · $1M · 6 · 24th
- BOY $1M
- SCH 6
- EBSA 24th
- PART ESOP
- TYPE near Wellington House, Inc. Employee Stock Ownership Plan & Trust
- NET ind #868
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 Florida →
Lewis Brass & Copper Company Holding Company Employee Stock Ownership Plan in the asset neighbourhood
Lewis Brass & Copper Company, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lewis Brass & Copper Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 19.48088468432118% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12 | $4M |
| 2023 | 2 | 12 | $4M |
| 2024 | 2 | 5 | $4M |
Lewis Brass & Copper Company, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$20K |
| Employer EIN | 202114641 |
| Plan Effective Date | 2003-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Rsr Employee Stock Ownership Plan $390M · 382
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
Lewis Brass & Copper Company Holding Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Wellington House, Inc. Employee Stock Ownership Plan & Trust in OR ($1M); by covered participants it is First Guaranty Bank Employee Stock Ownership Plan in LA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.