ESOP · DOL Form 5500 · 2022

L. Fishman & Son, Inc. ESOP

Data updated 2026-08-25

$81M
Total assets Below avg plan size
200
Participants Below avg headcount
92nd
Percentile by assets National rank
$406,969
Avg per participant High balance/head
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Official DOL plan name: L. Fishman & Son, Inc. Employee Stock Ownership Plan · Sponsored by L. Fishman & Son, Inc. · Maryland · Wholesale Trade

$81M in assets, 200 participants

L. Fishman & Son, Inc.'s L. Fishman & Son, Inc. Employee Stock Ownership Plan reported $81M in total assets and 200 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #6,374 in Wholesale Trade (6,843 peers)

Coverage in Maryland

L. Fishman & Son, Inc. Employee Stock Ownership Plan covers 200 participants in Maryland, about 22% of the average Maryland filer (state average ~929 per filing). Assets: $81M.

#6,374
in Wholesale Trade (6,843 peers)
+23.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

L. Fishman & Son, Inc. Employee Stock Ownership Plan's outsized position by total assets

L. Fishman & Son, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$81,393,773 Top 8% higher than 92% 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

L. Fishman & Son, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L. Fishman & Son, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (200 participants).

EBSA filing schedule strip

Filing strip 520999493 · L. Fishman & Son, Inc. PY 2022 · ESOP

L. Fishman & Son, Inc. Employee Stock Ownership Plan · $81M · 200 · 92nd

  • ASSETS $81M
  • ASSETS 200
  • ASSETS 92nd
  • ASSETS ESOP
  • ASSETS near Southwestern Financial Corporation Employee Stock Ownership Plan
  • ASSETS ind #6374

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 Maryland →

L. Fishman & Son, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Pdg Employee Stock Ownership PlanPdg Employee Stock Ownership…$82ML. Fishman & Son, Inc. Employee Stock Ownership PlanL. Fishman & Son, Inc. Emplo…$81MSouthwestern Financial Corporation Employee Stock Ownership PlanSouthwestern Financial Corpo…$81MHunt Electric Employee Stock Ownership Plan and TrustHunt Electric Employee Stock…$81MMrmc ESOP$81M
End-of-year total assets ($M) among L. Fishman & Son, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$70M
Net Income$17M
Employer EIN520999493
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L. Fishman & Son, Inc.)

Sponsor-wide plan assets over time

All L. Fishman & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 31.590094981743682% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $95.4M $126M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 434 $95M
2023 2 458 $114M
2024 2 483 $126M

Nearby ESOP Plans in Maryland

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

L. Fishman & Son, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants L. Fishman & Son, Inc. Employee Stock Ownership Plan, Total assets ($M): 81.393773 · Participants: 200L. Fishman & Son, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($M): 368.113953 · Participants: 34Brown Capital Management ESOPKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corporation Capital Accumulation Plan
L. Fishman & Son, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare L. Fishman & Son, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

L. Fishman & Son, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Southwestern Financial Corporation Employee Stock Ownership Plan in AZ ($81M); by covered participants it is West Yost & Associates, Inc. Employee Stock Ownership Plan and Trust in CA (200 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($81M here).

Similar participant headcount

Nearest other-state filings by covered participants (200 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 L. Fishman & Son, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
L. Fishman & Son, Inc. Employee Stock Ownership Plan grew sharply - up 23.6% during 2022, from $66M to $81M. Reported net income was $17M.
How have L. Fishman & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L. Fishman & Son, Inc.'s sponsor-wide assets grew 31.6%, from $95M to $126M.
Where does L. Fishman & Son, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
L. Fishman & Son, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to L. Fishman & Son, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Southwestern Financial Corporation Employee Stock Ownership Plan in AZ ($81M, 145 participants).
Which ESOP plans cover a similar participant headcount to L. Fishman & Son, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is West Yost & Associates, Inc. Employee Stock Ownership Plan and Trust in CA (200 participants, N/A 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 520999493.

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.