ESOP · DOL Form 5500 · 2023

Lpi Holdco Inc. ESOP

Data updated 2026-08-25

$33M
Total assets Below avg plan size
419
Participants Below avg headcount
80th
Percentile by assets National rank
$77,875
Avg per participant Below avg balance/head
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Official DOL plan name: Lpi Employee Stock Ownership Plan · Sponsored by Lpi Holdco Inc. · Tennessee · Wholesale Trade

$33M in assets, 419 participants

Lpi Holdco Inc.'s Lpi Employee Stock Ownership Plan reported $33M in total assets and 419 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,044 in Wholesale Trade (6,309 peers)

Coverage in Tennessee

Lpi Employee Stock Ownership Plan covers 419 participants in Tennessee, about 37% of the average Tennessee filer (state average ~1,126 per filing). Assets: $33M.

#5,044
in Wholesale Trade (6,309 peers)
+565.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lpi Employee Stock Ownership Plan's outsized position by total assets

Lpi Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$32,629,607 Top 20% higher than 80% of 127,068 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 2023

Lpi Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lpi Employee Stock Ownership Plan sits mid-pack in the medium band (419 participants).

Plan-year Form 5500 strip

Filing strip 932091797 · Lpi Holdco Inc. PY 2023 · ESOP

Lpi Employee Stock Ownership Plan · $33M · 419 · 80th

  • ASSETS $33M
  • PCT 419
  • EIN 80th
  • RANK ESOP
  • PHOTO near Ctl Engineering, Inc. Employee Stock Ownership Plan
  • IND ind #5044

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 Tennessee →

Lpi Employee Stock Ownership Plan in the asset neighbourhood

Summers of Brownsburg ESOP$33MRed Dot Corporation Employee Stock Ownership Plan and TrustRed Dot Corporation Employee…$33MLpi Employee Stock Ownership PlanLpi Employee Stock Ownership…$33MCtl Engineering, Inc. Employee Stock Ownership PlanCtl Engineering, Inc. Employ…$33MMoody's Co-Worker Owned Employee Stock Ownership PlanMoody's Co-Worker Owned Empl…$33M
End-of-year total assets ($M) among Lpi Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$4M
Net Income-$9M
Employer EIN932091797
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lpi Holdco Inc.)

Sponsor-wide plan assets over time

All Lpi Holdco Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 12.457376516977357% vs 2023
2024 filing year
$32M$34M$36M$38M 20232024 $32.6M $36.7M ▲ +12.4%
Year Plans Participants Total Assets
2023 1 419 $33M
2024 1 280 $37M

Nearby ESOP Plans in Tennessee

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

Lpi Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants Lpi Employee Stock Ownership Plan, Total assets ($M): 32.629607 · Participants: 419Lpi Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Lpi Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Lpi Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest ESOP by assets is Ctl Engineering, Inc. Employee Stock Ownership Plan in OH ($33M); by covered participants it is Gutchess Lumber Employee Stock Ownership Plan in NY (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (419 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.

Frequently Asked Questions

How did Lpi Employee Stock Ownership Plan assets move in 2023? ▼
Lpi Employee Stock Ownership Plan surged - up 565.9% during 2023, from $5M to $33M. Reported net income was -$9M.
How have Lpi Holdco Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lpi Holdco Inc.'s sponsor-wide assets grew 12.5%, from $33M to $37M.
Where does Lpi Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lpi Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Lpi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ctl Engineering, Inc. Employee Stock Ownership Plan in OH ($33M, 190 participants).
Which ESOP plans cover a similar participant headcount to Lpi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gutchess Lumber Employee Stock Ownership Plan in NY (418 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 932091797.

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.