Plan Ledger DOL Form 5500 · updated monthly

Lmh ESOP Holdco, Inc.ESOP

LMH ESOP HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN · HUNTINGTON BEACH, CA · plan year 2024

Employer contribution per participant · 2024
$294

Lmh ESOP Holdco, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $231,225,924 across 1,249 participant accounts, with employer contributions averaging $294 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 508th-largest of 9,483 plans among California employers on file, and the 50th of 2,096 in real estate & leasing. active participation has grown from 876 to 1,055 since 2022.

Plan summary
Net assets, end of year$231,225,924
Participants with balances1,249
Active participants1,055
Employer contributions$310,487
Employee contributions—
Employer contribution per active participant$294
Average account balance$185,129
Benefits paid to participants$290,224
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$231.2M · 1,249 accts · $310K emplr
2023$188.4M · 1,186 accts · $69K emplr
2022$156.1M · 989 accts · $23K emplr
Employer contributions to the Lmh ESOP Holdco, Inc. plan · 2024
Employer contribution per active participant$294
Median for plans this size$3,635
2024$294 per active participant
2023$68 per active participant
2022$27 per active participant

Lmh ESOP Holdco, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
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Westfield, LLC CA$230.2M
Public Storage CA$221.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 854391092 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.