ESOP · DOL Form 5500 · 2023

Gutchess Lumber Co., Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
418
Participants Below avg headcount
75th
Percentile by assets National rank
$55,575
Avg per participant Low balance/head
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Official DOL plan name: Gutchess Lumber Employee Stock Ownership Plan · Sponsored by Gutchess Lumber Co., Inc. · New York · Manufacturing

$23M in assets, 418 participants

Gutchess Lumber Co., Inc.'s Gutchess Lumber Employee Stock Ownership Plan reported $23M in total assets and 418 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #12,330 in Manufacturing (18,722 peers)

Where Gutchess Lumber Employee Stock Ownership Plan sits by assets

Gutchess Lumber Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $23M for 418 participants (~$55,575/participant), up 1.6% in 2023.

#12,330
in Manufacturing (18,722 peers)
+1.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Gutchess Lumber Employee Stock Ownership Plan's outsized position by total assets

Gutchess Lumber Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$23,230,163 Top 25% higher than 75% of 127,068 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 2023

Gutchess Lumber Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gutchess Lumber Employee Stock Ownership Plan sits mid-pack in the medium band (418 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gutchess Lumber Employee Stock Ownership Plan reported net income rose from -$542K in the plan year 2022 filing to $372K in the plan year 2023 filing.
  • Gutchess Lumber Employee Stock Ownership Plan reported participants fell from 528 in the plan year 2022 filing to 418 in the plan year 2023 filing.
  • Gutchess Lumber Employee Stock Ownership Plan end-of-year assets rose from $23M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 150539802 · Gutchess Lumber Co., Inc. PY 2023 · ESOP

Gutchess Lumber Employee Stock Ownership Plan · $23M · 418 · 75th

  • IND $23M
  • IND 418
  • IND 75th
  • IND ESOP
  • IND near Hallam Associates, Inc. Employee Stock Ownership Plan and Trust
  • IND ind #12330

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 New York →

Gutchess Lumber Employee Stock Ownership Plan in the asset neighbourhood

Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, …$23MGolden Empire Mfg. Inc. Employee Stock Ownership PlanGolden Empire Mfg. Inc. Empl…$23MGutchess Lumber Employee Stock Ownership PlanGutchess Lumber Employee Sto…$23MHallam Associates, Inc. Employee Stock Ownership Plan and TrustHallam Associates, Inc. Empl…$23MGlasfloss Industries, Inc. Employee Stock Ownership PlanGlasfloss Industries, Inc. E…$23M
End-of-year total assets ($M) among Gutchess Lumber Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$23M
Net Income$372K
Employer EIN150539802
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gutchess Lumber Co., Inc.)

Sponsor-wide plan assets over time

All Gutchess Lumber Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 25.97743488580303% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $54.9M $69.2M ▲ +26.0%
Year Plans Participants Total Assets
2022 2 1,064 $55M
2023 2 938 $63M
2024 2 864 $69M

Nearby ESOP Plans in New York

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

Gutchess Lumber Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Gutchess Lumber Employee Stock Ownership Plan, Total assets ($M): 23.230163 · Participants: 418Gutchess Lumber Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Gutchess Lumber Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Gutchess Lumber Employee Stock Ownership Plan side-by-side with 3 peers →

Gutchess Lumber Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Hallam Associates, Inc. Employee Stock Ownership Plan and Trust in VT ($23M); by covered participants it is Thermoflex Corporation Employee Stock Ownership Plan in IL (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (418 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gutchess Lumber Employee Stock Ownership Plan assets move in 2023? ▼
Gutchess Lumber Employee Stock Ownership Plan edged up modestly - up 1.6% during 2023, from $23M to $23M. Reported net income was $372K.
How have Gutchess Lumber Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gutchess Lumber Co., Inc.'s sponsor-wide assets grew 26.0%, from $55M to $69M.
Where does Gutchess Lumber Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Gutchess Lumber Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Gutchess Lumber Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hallam Associates, Inc. Employee Stock Ownership Plan and Trust in VT ($23M, 134 participants).
Which ESOP plans cover a similar participant headcount to Gutchess Lumber Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Thermoflex Corporation Employee Stock Ownership Plan in IL (418 participants, $109M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 150539802.

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.