ESOP · DOL Form 5500 · 2022

W. Lease Lewis Company ESOP

Data updated 2026-08-11

$76M
Total assets
441
Participants
91st
Percentile by assets
$172,392
Avg per participant
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Official DOL plan name: W. Lease Lewis Company Employee Stock Ownership Plan and Trust · Sponsored by W. Lease Lewis Company · Washington · Construction

$76M in assets, 441 participants

W. Lease Lewis Company's W. Lease Lewis Company Employee Stock Ownership Plan and Trust reported $76M in total assets and 441 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 139,126 plans)
  • #8,906 in Construction (9,927 peers)

Coverage in Washington

W. Lease Lewis Company Employee Stock Ownership Plan and Trust covers 441 participants in Washington, about 30% of the average Washington filer (state average ~1,476 per filing). Assets: $76M.

$76M
total plan assets (2022 EOY)
441
covered participants
91st
percentile by assets (of 139,126 plans)
$172,392
avg assets per participant
State
Industry

Participants vs Washington filers

In Washington, the average filing covers about 1,476 participants across 2,612 plans. W. Lease Lewis Company Employee Stock Ownership Plan and Trust reports 441 participants - about 30% of that state average ($76M EOY assets).

Washington filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$56M
Net Income$6M
Employer EIN911322480
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W. Lease Lewis Company)

$120M$140M$160M$180M 202220232024 $125M $167M â–˛ +33.9%
Total plan assets by year, all W. Lease Lewis Company plans on file
Year Plans Participants Total Assets
2022 2 710 $125M
2023 2 662 $149M
2024 2 708 $167M

Nearby ESOP Plans in Washington

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

W. Lease Lewis Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants

W. Lease Lewis Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -0.500.511.52 Total assets ($B) Participants W. Lease Lewis Compa…Schweitzer Engineeri…Triple B Corporation…Manson Construction …Point B, Inc. Employ…The Plexsys Interfac…
W. Lease Lewis Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to W. Lease Lewis Company Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did W. Lease Lewis Company Employee Stock Ownership Plan and Trust assets move in 2022?
W. Lease Lewis Company Employee Stock Ownership Plan and Trust grew at a solid clip - up 14.9% during 2022, from $66M to $76M. Reported net income was $6M.
How have W. Lease Lewis Company plan assets changed over time?
Across 3 plan years on file (2022-2024), W. Lease Lewis Company's sponsor-wide assets grew 33.9%, from $125M to $167M.
Where does W. Lease Lewis Company Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers?
W. Lease Lewis Company Employee Stock Ownership Plan and Trust ranks in the 91st 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 W. Lease Lewis Company Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Christian Brothers Automotive Corporation Employee Stock Ownership Plan in TX ($76M, 109 participants).

Next read for W. Lease Lewis Company Employee Stock Ow…

Filing takeaways

Ways to act on W. Lease Lewis Company Employee Stock Ownership Plan and Trust's numbers.