ESOP · DOL Form 5500 · 2024

Liphart Steel Company, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
80
Participants Small participant base
71st
Percentile by assets National rank
$255,604
Avg per participant Above avg balance/head
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Official DOL plan name: Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Liphart Steel Company, Inc. · Virginia · Manufacturing

$20M in assets, 80 participants

Liphart Steel Company, Inc.'s Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust reported $20M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #10,718 in Manufacturing (17,777 peers)

Liphart Steel Company, Inc. multi-year trail

Liphart Steel Company, Inc.'s plans moved +14.5% in assets from 2022 to 2024; this filing shows Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust at $20M / 80 participants.

#10,718
in Manufacturing (17,777 peers)
+6.4%
assets growth YoY

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$20,448,344 Top 29% higher than 71% 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

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 73 in the plan year 2023 filing to 80 in the plan year 2024 filing.
  • Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 540851189 · Liphart Steel Company, Inc. PY 2024 · ESOP

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust · $20M · 80 · 71st

  • EBSA $20M
  • PART 80
  • TYPE 71st
  • NET ESOP
  • BOOK near Hilty's Employee Stock Ownership Plan
  • VS-ST ind #10718

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 →

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Food Authority Employee Stock Ownership PlanFood Authority Employee Stoc…$21MLiphart Steel Company, Inc. Employee Stock Ownership Plan and TrustLiphart Steel Company, Inc. …$20MHilty's Employee Stock Ownership PlanHilty's Employee Stock Owner…$20M488 Performance Group, Inc. Employee Stock Ownership Plan488 Performance Group, Inc. …$20MValhalla Holdings, Inc. Employee Stock Ownership Plan and TrustValhalla Holdings, Inc. Empl…$20M
End-of-year total assets ($M) among Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Liphart Steel Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Liphart Steel Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 14.489119097530962% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.9M $20.5M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 71 $18M
2023 1 73 $19M
2024 1 80 $20M

Liphart Steel Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN540851189
Plan Effective Date1975-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.020448344 · Participants: 80Liphart Steel Company, Inc. Employee Stock Ownership Plan and TrustNvr, 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
Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Hilty's Employee Stock Ownership Plan in AZ ($20M); by covered participants it is Sands Wall Systems, Inc. Employee Stock Ownership Plan in SD (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 6.4% during 2024, from $19M to $20M. Reported net income was $1M.
How have Liphart Steel Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liphart Steel Company, Inc.'s sponsor-wide assets grew 14.5%, from $18M to $20M.
Which ESOP plans are similar in size to Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Hilty's Employee Stock Ownership Plan in AZ ($20M, 280 participants).
Which ESOP plans cover a similar participant headcount to Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Sands Wall Systems, Inc. Employee Stock Ownership Plan in SD (80 participants, $15M 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 540851189.

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.