ESOP · DOL Form 5500 · 2022

Furlong Holding Company ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
120
Participants Small participant base
44th
Percentile by assets National rank
$29,664
Avg per participant Low balance/head
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Official DOL plan name: Fitzwater Tree & Lawn Care Employee Stock Ownership Plan · Sponsored by Furlong Holding Company · Ohio · Professional & Technical Services

$4M in assets, 120 participants

Furlong Holding Company's Fitzwater Tree & Lawn Care Employee Stock Ownership Plan reported $4M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,869 in Professional & Technical Services (21,562 peers)

Coverage in Ohio

Fitzwater Tree & Lawn Care Employee Stock Ownership Plan covers 120 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

#8,869
in Professional & Technical Services (21,562 peers)
-$18M
reported net income

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fitzwater Tree & Lawn Care Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Fitzwater Tree & Lawn Care Employee Stock Ownership Plan vs every filed plan by assets

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

$3,559,665 44th percentile higher than 44% 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

Fitzwater Tree & Lawn Care 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. Fitzwater Tree & Lawn Care Employee Stock Ownership Plan sits mid-pack in the medium band (120 participants).

Form 5500 schedule snapshot

Filing strip 883200634 · Furlong Holding Company PY 2022 · ESOP

Fitzwater Tree & Lawn Care Employee Stock Ownership Plan · $4M · 120 · 44th

  • SCH $4M
  • SCH 120
  • SCH 44th
  • SCH ESOP
  • SCH near Employee Stock Ownership Plan of Palmer and Sicard, Inc.
  • SCH ind #8869

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 Ohio →

Fitzwater Tree & Lawn Care Employee Stock Ownership Plan in the asset neighbourhood

Miers Insurance, Inc. Employee Stock Ownership PlanMiers Insurance, Inc. Employ…$4MFitzwater Tree & Lawn Care Employee Stock Ownership PlanFitzwater Tree & Lawn Care E…$4MEmployee Stock Ownership Plan of Palmer and Sicard, Inc.Employee Stock Ownership Pla…$4MThe Elm Group, Inc. Employee Stock Ownership PlanThe Elm Group, Inc. Employee…$4MESOP of Valley Bank of Ronan$4M
End-of-year total assets ($M) among Fitzwater Tree & Lawn Care Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$18M
Net Income-$18M
Employer EIN883200634
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Furlong Holding Company)

Sponsor-wide plan assets over time

All Furlong Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 197.78083049949927% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $3.56M $10.6M ▲ +197.8%
Year Plans Participants Total Assets
2022 1 120 $4M
2023 1 76 $5M
2024 1 86 $11M

Nearby ESOP Plans in Ohio

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

Fitzwater Tree & Lawn Care Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Fitzwater Tree & Lawn Care Employee Stock Ownership Plan, Total assets ($B): 0.003559665 · Participants: 120Fitzwater Tree & Lawn Care Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Fitzwater Tree & Lawn Care Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Fitzwater Tree & Lawn Care Employee Stock Ownership Plan side-by-side with 3 peers →

Fitzwater Tree & Lawn Care Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Employee Stock Ownership Plan of Palmer and Sicard, Inc. in NH ($4M); by covered participants it is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 have Furlong Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Furlong Holding Company's sponsor-wide assets grew 197.8%, from $4M to $11M.
Which ESOP plans are similar in size to Fitzwater Tree & Lawn Care Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Stock Ownership Plan of Palmer and Sicard, Inc. in NH ($4M, 70 participants).
Which ESOP plans cover a similar participant headcount to Fitzwater Tree & Lawn Care Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA (120 participants, $29M 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 883200634.

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.