ESOP · DOL Form 5500 · 2023

Chas. Lunsford Sons & Associates ESOP

Data updated 2026-08-25

$6K
Total assets Small plan by assets
N/A
Participants Small participant base
1st
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates · Sponsored by Chas. Lunsford Sons & Associates · Virginia · Finance & Insurance

$6K in assets, N/A participants

Chas. Lunsford Sons & Associates's Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates reported $6K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #76 in Finance & Insurance (8,869 peers)

Chas. Lunsford Sons & Associates multi-year trail

Chas. Lunsford Sons & Associates's plans moved -97.6% in assets from 2022 to 2024; this filing shows Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates at $6K / N/A participants.

#76
in Finance & Insurance (8,869 peers)
-97.6%
assets change YoY

The plan reported a net loss of $227K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates among the smaller filed plans by assets

Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates vs every filed plan by assets

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

$5,622 1st percentile higher than 1% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates reported net income fell from $175K in the plan year 2022 filing to -$227K in the plan year 2023 filing.
  • Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates end-of-year assets fell from $232K in the plan year 2022 filing to $6K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 541757617 · Chas. Lunsford Sons & Associates PY 2023 · ESOP

Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates · $6K · N/A · 1st

  • EIN $6K
  • RANK N/A
  • PHOTO 1st
  • IND ESOP
  • EOY near Data Industries, Ltd. Employee Stock Ownership Plan and Trust
  • 5500 ind #76

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 →

Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates in the asset neighbourhood

Employees' Stock Ownership Plan of Chas. Lunsford Sons & AssociatesEmployees' Stock Ownership P…$6KData Industries, Ltd. Employee Stock Ownership Plan and TrustData Industries, Ltd. Employ…$6KAmp Creative Employee Stock Ownership PlanAmp Creative Employee Stock …$6KItek Holding, Inc. Employee Stock Ownership PlanItek Holding, Inc. Employee …$7KMhts Employee Benefit Plan$7K
End-of-year total assets ($M) among Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Chas. Lunsford Sons & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Chas. Lunsford Sons & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$6K 97.57953063043281% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.23M $0.01M ▼ -95.7%
Year Plans Participants Total Assets
2022 1 N/A $232K
2023 2 13 $63K
2024 1 N/A $6K

Chas. Lunsford Sons & Associates filing trail (2023)

Total Assets (Beginning of Year)$232K
Net Assets (End of Year)$6K
Net Income-$227K
Employer EIN541757617
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates, Total assets ($B): 0.000005622 · Participants: 0Employees' Stock Ownership Plan of Chas. Lunsford Sons & AssociatesNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates side-by-side with 3 peers →

Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates's closest out-of-state ESOP peers by assets

Outside Virginia, the nearest ESOP by end-of-year assets is Data Industries, Ltd. Employee Stock Ownership Plan and Trust in NY at $6K (this filing: $6K).

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 Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates assets move in 2023? ▼
Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates contracted severely - down 97.6% during 2023, from $232K to $6K. Reported net income was -$227K.
How have Chas. Lunsford Sons & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chas. Lunsford Sons & Associates's sponsor-wide assets declined 97.6%, from $232K to $6K.
Where does Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates rank by assets among Form 5500 filers? ▼
Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Employees' Stock Ownership Plan of Chas. Lunsford Sons & Associates? ▼
Among ESOP plans in other states, the closest by assets is Data Industries, Ltd. Employee Stock Ownership Plan and Trust in NY ($6K, 4 participants).

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 541757617.

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.