ESOP · DOL Form 5500 · 2022
Lewis Tree Service, Inc. ESOP
Data updated 2026-08-11
- $384M
- Total assets
- 3,307
- Participants
- 97th
- Percentile by assets
- $116,201
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $384M
- total plan assets (2022 EOY)
- 3,307
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $116,201
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Lewis Tree Service Employee Stock Ownership Plan reports 3,307 participants - 4.1x that state average ($384M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $367M |
|---|---|
| Net Assets (End of Year) | $328M |
| Net Income | -$2M |
| Employer EIN | 161004851 |
| Plan Effective Date | 1998-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lewis Tree Service, Inc.)
| 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
- Stewart's Shops Corp Employee Stock Ownership Plan $782M · 3,443
- H.C. Wainwright & Co. Employee Stock Ownership Plan $293M · 118
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $207M · 1,611
- Griffon Corporation Employee Stock Ownership Plan $184M · 3,775
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $176M · 482
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Lewis Tree Service Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Lewis Tree Service Employee Stock Ownership Plan assets move in 2022? ▼
How have Lewis Tree Service, Inc. plan assets changed over time? ▼
Where does Lewis Tree Service Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Lewis Tree Service Employee Stock Ownership Plan? ▼
Next read for Lewis Tree Service Employee Stock Owners…
Filing takeaways
Ways to act on Lewis Tree Service Employee Stock Ownership Plan's numbers.
- By total assets, Lewis Tree Service Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- Lewis Tree Service, Inc.'s sponsor-wide assets have grown 19.0% since 2022 across 3 plan years on file. More Agriculture, Forestry & Fishing plans