ESOP · DOL Form 5500 · 2022

G.W. Lisk Company ESOP

Data updated 2026-08-11

$58M
Total assets
533
Participants
89th
Percentile by assets
$109,040
Avg per participant
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Official DOL plan name: G.W. Lisk Company, Inc. Employee Stock Ownership Plan · Sponsored by G.W. Lisk Company · New York · Manufacturing

$58M in assets, 533 participants

G.W. Lisk Company's G.W. Lisk Company, Inc. Employee Stock Ownership Plan reported $58M in total assets and 533 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #17,311 in Manufacturing (20,602 peers)

Where G.W. Lisk Company, Inc. Employee Stock Ownership Plan sits by assets

G.W. Lisk Company, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $58M for 533 participants (~$109,040/participant), up 5.9% in 2022.

$58M
total plan assets (2022 EOY)
533
covered participants
89th
percentile by assets (of 139,126 plans)
$109,040
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

G.W. Lisk Company, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, G.W. Lisk Company, Inc. Employee Stock Ownership Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$49M
Net Income-$3M
Employer EIN160771409
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G.W. Lisk Company)

$100M$105M$110M$115M$120M 202220232024 $104M $118M ▲ +13.1%
Total plan assets by year, all G.W. Lisk Company plans on file
Year Plans Participants Total Assets
2022 2 1,224 $104M
2023 2 1,239 $114M
2024 2 1,302 $118M

Nearby ESOP Plans in New York

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

G.W. Lisk Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

G.W. Lisk Company, Inc. 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 G.W. Lisk Company, I…Stewart's Shops Corp…Lewis Tree Service E…H.C. Wainwright & Co…Greenman-Pedersen, I…Griffon Corporation …
G.W. Lisk Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to G.W. Lisk Company, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did G.W. Lisk Company, Inc. Employee Stock Ownership Plan assets move in 2022?
G.W. Lisk Company, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.9% during 2022, from $55M to $58M. Reported net income was -$3M.
How have G.W. Lisk Company plan assets changed over time?
Across 3 plan years on file (2022-2024), G.W. Lisk Company's sponsor-wide assets grew 13.1%, from $104M to $118M.
Where does G.W. Lisk Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
G.W. Lisk Company, Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to G.W. Lisk Company, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Hinderliter, De Llamas & Associates ESOP in CA ($58M, 270 participants).

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Ways to act on G.W. Lisk Company, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, G.W. Lisk Company, Inc. Employee Stock Ownership Plan ranks in the top quartile 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
  • G.W. Lisk Company's sponsor-wide assets have grown 13.1% since 2022 across 3 plan years on file. More Manufacturing plans