ESOP · DOL Form 5500 · 2024

Lgc Associates, LLC ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1,712
Participants Near avg headcount
43rd
Percentile by assets National rank
$3,153
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lgc Associates Employee Stock Ownership Plan · Sponsored by Lgc Associates, LLC · Indiana · Administrative & Support Services

$5M in assets, 1,712 participants

Lgc Associates, LLC's Lgc Associates Employee Stock Ownership Plan reported $5M in total assets and 1,712 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,884 in Administrative & Support Services (4,368 peers)

Coverage in Indiana

Lgc Associates Employee Stock Ownership Plan covers 1,712 participants in Indiana, 3.2x the typical Indiana plan (state average ~541 per filing). Assets: $5M.

#2,884
in Administrative & Support Services (4,368 peers)
-41.0%
assets change YoY

Lgc Associates Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Lgc Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$5,398,200 43rd percentile higher than 43% 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

Lgc Associates Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lgc Associates Employee Stock Ownership Plan lands in the large band (1,712 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lgc Associates Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2023 filing to $75K in the plan year 2024 filing.
  • Lgc Associates Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Lgc Associates Employee Stock Ownership Plan reported participants fell from 2,024 in the plan year 2023 filing to 1,712 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 352151117 · Lgc Associates, LLC PY 2024 · ESOP

Lgc Associates Employee Stock Ownership Plan · $5M · 1,712 · 43rd

  • ASSETS $5M
  • PCT 1,712
  • EIN 43rd
  • RANK ESOP
  • PHOTO near Winter-Dent & Company Employee Stock Ownership Plan
  • IND ind #2884

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 Indiana →

Lgc Associates Employee Stock Ownership Plan in the asset neighbourhood

Lgc Associates Employee Stock Ownership PlanLgc Associates Employee Stoc…$5MWinter-Dent & Company Employee Stock Ownership PlanWinter-Dent & Company Employ…$5MSouth Barnes Development Company Employee Stock Ownership PlanSouth Barnes Development Com…$5MRancho West Landscape, Inc. Employee Stock Ownership PlanRancho West Landscape, Inc. …$5MEd&t Employee Stock Ownership PlanEd&t Employee Stock Ownershi…$5M
End-of-year total assets ($M) among Lgc Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)-$6M
Net Income$75K
Employer EIN352151117
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lgc Associates, LLC)

Sponsor-wide plan assets over time

All Lgc Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 58.93562153403774% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $13.2M $5.4M ▼ -58.9%
Year Plans Participants Total Assets
2022 1 1,008 $13M
2023 1 2,024 $9M
2024 1 1,712 $5M

Nearby ESOP Plans in Indiana

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

Lgc Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Lgc Associates Employee Stock Ownership Plan, Total assets ($B): 0.0053982 · Participants: 1712Lgc Associates Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Lgc Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants

Lgc Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Winter-Dent & Company Employee Stock Ownership Plan in MO ($5M); by covered participants it is Greenman-Pedersen, Inc. Employee Stock Ownership Plan in NY (1,716 participants). Same-state nearby plans are listed separately above.

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 Lgc Associates Employee Stock Ownership Plan assets move in 2024?
Lgc Associates Employee Stock Ownership Plan contracted severely - down 41.0% during 2024, from $9M to $5M. Reported net income was $75K.
How have Lgc Associates, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Lgc Associates, LLC's sponsor-wide assets declined 58.9%, from $13M to $5M.
Which ESOP plans are similar in size to Lgc Associates Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Winter-Dent & Company Employee Stock Ownership Plan in MO ($5M, 53 participants).
Which ESOP plans cover a similar participant headcount to Lgc Associates Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Greenman-Pedersen, Inc. Employee Stock Ownership Plan in NY (1,716 participants, $254M in assets).