ESOP · DOL Form 5500 · 2024
The Lavidge Company ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $111,356
- Avg per participant Below avg balance/head
Official DOL plan name: The Lavidge Company Employee Stock Ownership Plan · Sponsored by The Lavidge Company · Arizona · Professional & Technical Services
$6M in assets, 56 participants
The Lavidge Company's The Lavidge Company Employee Stock Ownership Plan reported $6M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #8,887 in Professional & Technical Services (20,173 peers)
The Lavidge Company multi-year trail
The Lavidge Company's plans moved +39.3% in assets from 2022 to 2024; this filing shows The Lavidge Company Employee Stock Ownership Plan at $6M / 56 participants.
- #8,887
- in Professional & Technical Services (20,173 peers)
- -15.8%
- assets change YoY
The plan reported a net loss of $942K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Lavidge Company Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
The Lavidge Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,235,946 46th percentile higher than 46% 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
The Lavidge Company Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lavidge Company Employee Stock Ownership Plan is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Lavidge Company Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to -$942K in the plan year 2024 filing.
- The Lavidge Company Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- The Lavidge Company Employee Stock Ownership Plan reported participants rose from 52 in the plan year 2023 filing to 56 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 860434047 · The Lavidge Company PY 2024 · ESOP
The Lavidge Company Employee Stock Ownership Plan · $6M · 56 · 46th
- NET $6M
- BOOK 56
- VS-ST 46th
- BOY ESOP
- SCH near Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan
- EBSA ind #8887
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 Arizona →
The Lavidge Company Employee Stock Ownership Plan in the asset neighbourhood
The Lavidge Company multi-year asset trail
Sponsor-wide plan assets over time
All The Lavidge Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 39.29002126670584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 49 | $4M |
| 2023 | 1 | 52 | $7M |
| 2024 | 1 | 56 | $6M |
The Lavidge Company filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $980K |
| Net Income | -$942K |
| Employer EIN | 860434047 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.5B · 3,220
- U-Haul Holding Company Employee Stock Ownership Plan $561M · 21,253
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $415M · 263
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- Pima Medical Institute Employee Stock Ownership Plan $226M · 1,089
The Lavidge Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan in CA ($6M); by covered participants it is Admix, Inc. Employee Stock Ownership Plan in NH (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Western Valley Insurance Associates, Inc. Employee Stock Ownership Plan (CA) $6M · 48
- Sandman & Associates Consulting, Inc Employee Stock Ownership Plan (MN) $6M · 56
- A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust (NE) $6M · 96
- Guttermans Supply Corporation of America Employee Stock Ownership Plan (OR) $6M · 45
Similar participant headcount
Nearest other-state filings by covered participants (56 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.