ESOP · DOL Form 5500 · 2024

E. F. Lombardi Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
23
Participants Small participant base
32nd
Percentile by assets National rank
$107,221
Avg per participant Below avg balance/head
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Official DOL plan name: E. F. Lombardi Company Employee Stock Ownership Plan · Sponsored by E. F. Lombardi Company · North Carolina · Wholesale Trade

$2M in assets, 23 participants

E. F. Lombardi Company's E. F. Lombardi Company Employee Stock Ownership Plan reported $2M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,277 in Wholesale Trade (6,080 peers)

E. F. Lombardi Company multi-year trail

E. F. Lombardi Company's plans moved +11.2% in assets from 2022 to 2024; this filing shows E. F. Lombardi Company Employee Stock Ownership Plan at $2M / 23 participants.

#1,277
in Wholesale Trade (6,080 peers)
+10.4%
assets growth YoY

E. F. Lombardi Company Employee Stock Ownership Plan among the smaller filed plans by assets

E. F. Lombardi Company Employee Stock Ownership Plan vs every filed plan by assets

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

$2,466,085 32nd percentile higher than 32% 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

E. F. Lombardi Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E. F. Lombardi Company Employee Stock Ownership Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • E. F. Lombardi Company Employee Stock Ownership Plan reported net income rose from $16K in the plan year 2023 filing to $233K in the plan year 2024 filing.
  • E. F. Lombardi Company Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • E. F. Lombardi Company Employee Stock Ownership Plan reported participants rose from 21 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 560681082 · E. F. Lombardi Company PY 2024 · ESOP

E. F. Lombardi Company Employee Stock Ownership Plan · $2M · 23 · 32nd

  • EIN $2M
  • EIN 23
  • EIN 32nd
  • EIN ESOP
  • EIN near West Plains Bancshares Employee Stock Ownership Plan
  • EIN ind #1277

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 North Carolina →

E. F. Lombardi Company Employee Stock Ownership Plan in the asset neighbourhood

Equinox Information Systems, Inc. Employee Stock Ownership PlanEquinox Information Systems,…$2ME. F. Lombardi Company Employee Stock Ownership PlanE. F. Lombardi Company Emplo…$2MWest Plains Bancshares Employee Stock Ownership PlanWest Plains Bancshares Emplo…$2MHakanson Anderson Associates, Inc. Employee Stock Ownership Plan and TrustHakanson Anderson Associates…$2MInnova Technologies, Inc. Employee Stock Ownership PlanInnova Technologies, Inc. Em…$2M
End-of-year total assets ($M) among E. F. Lombardi Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

E. F. Lombardi Company multi-year asset trail

Sponsor-wide plan assets over time

All E. F. Lombardi Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 11.23332121506262% vs 2022
2024 filing year
$2.1M$2.2M$2.3M$2.4M$2.5M 202220232024 $2.22M $2.47M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 21 $2M
2023 1 21 $2M
2024 1 23 $2M

E. F. Lombardi Company filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$233K
Employer EIN560681082
Plan Effective Date1988-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

E. F. Lombardi Company Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants E. F. Lombardi Company Employee Stock Ownership Plan, Total assets ($M): 2.466085 · Participants: 23E. F. Lombardi Company Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
E. F. Lombardi Company Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare E. F. Lombardi Company Employee Stock Ownership Plan side-by-side with 3 peers →

E. F. Lombardi Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is West Plains Bancshares Employee Stock Ownership Plan in MO ($2M); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 E. F. Lombardi Company Employee Stock Ownership Plan assets move in 2024? ▼
E. F. Lombardi Company Employee Stock Ownership Plan grew at a solid clip - up 10.4% during 2024, from $2M to $2M. Reported net income was $233K.
How have E. F. Lombardi Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E. F. Lombardi Company's sponsor-wide assets grew 11.2%, from $2M to $2M.
Which ESOP plans are similar in size to E. F. Lombardi Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is West Plains Bancshares Employee Stock Ownership Plan in MO ($2M, 94 participants).
Which ESOP plans cover a similar participant headcount to E. F. Lombardi Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (23 participants, $11M 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 560681082.

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.