ESOP · DOL Form 5500 · 2022

Lewis Tree Service, Inc. ESOP

Data updated 2026-08-25

$384M
Total assets Above avg plan size
3,307
Participants Above avg headcount
97th
Percentile by assets National rank
$116,201
Avg per participant Below avg balance/head
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Official DOL plan name: Lewis Tree Service Employee Stock Ownership Plan · Sponsored by Lewis Tree Service, Inc. · New York · Agriculture, Forestry & Fishing

$384M in assets, 3,307 participants

Lewis Tree Service, Inc.'s Lewis Tree Service Employee Stock Ownership Plan reported $384M in total assets and 3,307 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #1,516 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in New York

Lewis Tree Service Employee Stock Ownership Plan covers 3,307 participants in New York, 4.1x the typical New York plan (state average ~798 per filing). Assets: $384M.

#1,516
in Agriculture, Forestry & Fishing (1,523 peers)
+4.8%
assets growth YoY
3.9×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lewis Tree Service Employee Stock Ownership Plan's outsized position by total assets

Lewis Tree Service Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$384,275,596 Top 3% higher than 97% of 139,123 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 2022

Lewis Tree Service Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lewis Tree Service Employee Stock Ownership Plan lands in the large band (3,307 participants).

DOL schedule card

Filing strip 161004851 · Lewis Tree Service, Inc. PY 2022 · ESOP

Lewis Tree Service Employee Stock Ownership Plan · $384M · 3,307 · 97th

  • RANK $384M
  • PHOTO 3,307
  • IND 97th
  • EOY ESOP
  • 5500 near Ita Group Holdings, Inc. Employees' Stock Ownership Plan
  • ASSETS ind #1516

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 New York →

Lewis Tree Service Employee Stock Ownership Plan in the asset neighbourhood

Starfish Holdings, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Empl…$389MLewis Tree Service Employee Stock Ownership PlanLewis Tree Service Employee …$384MIta Group Holdings, Inc. Employees' Stock Ownership PlanIta Group Holdings, Inc. Emp…$383MThe Gillette Company Employee Stock Ownership PlanThe Gillette Company Employe…$381MMead Lumber Company Employee Stock Ownership Plan and TrustMead Lumber Company Employee…$380M
End-of-year total assets ($M) among Lewis Tree Service Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$367M
Net Assets (End of Year)$328M
Net Income-$2M
Employer EIN161004851
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis Tree Service, Inc.)

Sponsor-wide plan assets over time

All Lewis Tree Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$521M 18.966041209708223% vs 2022
2024 filing year
$400M$450M$500M$550M 202220232024 $438M $521M ▲ +19.0%
Year Plans Participants Total Assets
2022 2 6,570 $438M
2023 2 7,841 $467M
2024 2 6,280 $521M

Nearby ESOP Plans in New York

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

Lewis Tree Service Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 02004006008001000 Total assets ($M) Participants Lewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 176.394447 · Participants: 482Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Lewis Tree Service Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Lewis Tree Service Employee Stock Ownership Plan side-by-side with 3 peers →

Lewis Tree Service Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Ita Group Holdings, Inc. Employees' Stock Ownership Plan in IA ($383M); by covered participants it is Ferrell Companies, Inc. Employee Stock Ownership Plan in MO (3,304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,307 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lewis Tree Service Employee Stock Ownership Plan assets move in 2022? ▼
Lewis Tree Service Employee Stock Ownership Plan edged up modestly - up 4.8% during 2022, from $367M to $384M. Reported net income was -$2M.
How have Lewis Tree Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis Tree Service, Inc.'s sponsor-wide assets grew 19.0%, from $438M to $521M.
Where does Lewis Tree Service Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lewis Tree Service Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Lewis Tree Service Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ita Group Holdings, Inc. Employees' Stock Ownership Plan in IA ($383M, 643 participants).
Which ESOP plans cover a similar participant headcount to Lewis Tree Service Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ferrell Companies, Inc. Employee Stock Ownership Plan in MO (3,304 participants, $71M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161004851.

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.