ESOP · DOL Form 5500 · 2024

The Levy Company, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
165
Participants Small participant base
41st
Percentile by assets National rank
$28,798
Avg per participant Low balance/head
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Official DOL plan name: The Levy Company, Inc. Employee Stock Ownership Plan · Sponsored by The Levy Company, Inc. · Texas · Construction

$5M in assets, 165 participants

The Levy Company, Inc.'s The Levy Company, Inc. Employee Stock Ownership Plan reported $5M in total assets and 165 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #3,575 in Construction (9,039 peers)

Coverage in Texas

The Levy Company, Inc. Employee Stock Ownership Plan covers 165 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#3,575
in Construction (9,039 peers)
-68.2%
assets change YoY

The Levy Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

The Levy Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,751,591 41st percentile higher than 41% 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

The Levy Company, Inc. 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. The Levy Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Levy Company, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $156K in the plan year 2024 filing.
  • The Levy Company, Inc. Employee Stock Ownership Plan end-of-year assets fell from $15M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Levy Company, Inc. Employee Stock Ownership Plan reported participants rose from 143 in the plan year 2023 filing to 165 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742942371 · The Levy Company, Inc. PY 2024 · ESOP

The Levy Company, Inc. Employee Stock Ownership Plan · $5M · 165 · 41st

  • SCH $5M
  • EBSA 165
  • PART 41st
  • TYPE ESOP
  • NET near Cheetah Chassis Employee Stock Ownership Plan
  • BOOK ind #3575

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 Texas →

The Levy Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Levy Company, Inc. Employee Stock Ownership PlanThe Levy Company, Inc. Emplo…$5MCheetah Chassis Employee Stock Ownership PlanCheetah Chassis Employee Sto…$5MThe Peoples State Bank Employee Stock Ownership PlanThe Peoples State Bank Emplo…$5MAntech Systems, Inc. Employee Stock Ownership PlanAntech Systems, Inc. Employe…$5MChillicothe Steel Holdings Company Employee Stock Ownership PlanChillicothe Steel Holdings C…$5M
End-of-year total assets ($M) among The Levy Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$5M
Net Income$156K
Employer EIN742942371
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Levy Company, Inc.)

Sponsor-wide plan assets over time

All The Levy Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 73.53490827179382% vs 2022
2024 filing year
$0M$5M$10M$15M$20M$25M 202220232024 $18M $4.75M ▼ -73.5%
Year Plans Participants Total Assets
2022 2 287 $18M
2023 2 292 $21M
2024 1 165 $5M

Nearby ESOP Plans in Texas

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

The Levy Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants The Levy Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004751591 · Participants: 165The Levy Company, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
The Levy Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare The Levy Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Levy Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Cheetah Chassis Employee Stock Ownership Plan in PA ($5M); by covered participants it is Coast to Coast Computer Products, Inc. Employee Stock Ownership Plan in CA (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 The Levy Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
The Levy Company, Inc. Employee Stock Ownership Plan contracted severely - down 68.2% during 2024, from $15M to $5M. Reported net income was $156K.
How have The Levy Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Levy Company, Inc.'s sponsor-wide assets declined 73.5%, from $18M to $5M.
Which ESOP plans are similar in size to The Levy Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cheetah Chassis Employee Stock Ownership Plan in PA ($5M, 179 participants).
Which ESOP plans cover a similar participant headcount to The Levy Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Coast to Coast Computer Products, Inc. Employee Stock Ownership Plan in CA (165 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 742942371.

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.