ESOP · DOL Form 5500 · 2024

Lpi Holdco Inc. ESOP

Data updated 2026-08-25

$37M
Total assets Below avg plan size
280
Participants Below avg headcount
80th
Percentile by assets National rank
$131,051
Avg per participant Near avg balance/head
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Official DOL plan name: Lpi Employee Stock Ownership Plan · Sponsored by Lpi Holdco Inc. · Tennessee · Wholesale Trade

$37M in assets, 280 participants

Lpi Holdco Inc.'s Lpi Employee Stock Ownership Plan reported $37M in total assets and 280 participants in its 2024 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.

  • #4,864 in Wholesale Trade (6,080 peers)

Coverage in Tennessee

Lpi Employee Stock Ownership Plan covers 280 participants in Tennessee, about 25% of the average Tennessee filer (state average ~1,126 per filing). Assets: $37M.

#4,864
in Wholesale Trade (6,080 peers)
+12.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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 2024 · DOL Form 5500

$36,694,400 Top 20% higher than 80% 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

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

Plan-year 2024 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 (280 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lpi Employee Stock Ownership Plan reported net income rose from -$9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Lpi Employee Stock Ownership Plan reported participants fell from 419 in the plan year 2023 filing to 280 in the plan year 2024 filing.
  • Lpi Employee Stock Ownership Plan end-of-year assets rose from $33M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 932091797 · Lpi Holdco Inc. PY 2024 · ESOP

Lpi Employee Stock Ownership Plan · $37M · 280 · 80th

  • SCH $37M
  • SCH 280
  • SCH 80th
  • SCH ESOP
  • SCH near Vroman Systems, Inc. Employee Stock Ownership Plan and Trust
  • SCH ind #4864

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

Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and TrustRobert Peccia & Associates, …$37MLpi Employee Stock Ownership PlanLpi Employee Stock Ownership…$37MVroman Systems, Inc. Employee Stock Ownership Plan and TrustVroman Systems, Inc. Employe…$37MDungarees, Inc. Employee Stock Ownership PlanDungarees, Inc. Employee Sto…$37MInternational Cars Employee Stock Ownership PlanInternational Cars Employee …$37M
End-of-year total assets ($M) among Lpi Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$6M
Net Income$10M
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. 050010001500 0100200300400500 Total assets ($M) Participants Lpi Employee Stock Ownership Plan, Total assets ($M): 36.6944 · Participants: 280Lpi Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith 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 Vroman Systems, Inc. Employee Stock Ownership Plan and Trust in IL ($37M); by covered participants it is The Yaffe Companies Incorporated Employee Stock Ownership Plan in OK (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Lpi Employee Stock Ownership Plan assets move in 2024? ▼
Lpi Employee Stock Ownership Plan grew at a solid clip - up 12.5% during 2024, from $33M to $37M. Reported net income was $10M.
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 123,622 plans that reported assets for plan year 2024 (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 Vroman Systems, Inc. Employee Stock Ownership Plan and Trust in IL ($37M, 6 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 The Yaffe Companies Incorporated Employee Stock Ownership Plan in OK (280 participants, $39M 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 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.