ESOP · DOL Form 5500 · 2023

Gutchess Lumber Co., Inc. ESOP

Data updated 2026-08-11

$23M
Total assets: 418
Participants: 75th
Percentile by assets: $55,575
Avg per participant

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.

75th percentile by assets (of 127,072 plans)
#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.

$23M
total plan assets (2023 EOY): 418
covered participants: 75th
percentile by assets (of 127,072 plans): $55,575
avg assets per participant

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 →

State

New York

Industry

Manufacturing

Gutchess Lumber Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Gutchess Lumber Employee Stock Ownership Plan outranks 75% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$23M
Net Assets (End of Year)	$23M
Net Income	$372K
Employer EIN	150539802
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Gutchess Lumber Co., Inc. plans on file

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

Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93

Compare Gutchess Lumber Employee Stock Ownership… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Gutchess Lumber Employee Stock Ownership Plan by total assets, not by location.

Hallam Associates, Inc. Employee Stock Ownership Plan and Trust (VT) $23M · 134
Golden Empire Mfg. Inc. Employee Stock Ownership Plan (UT) $23M · 103
Glasfloss Industries, Inc. Employee Stock Ownership Plan (TX) $23M · 737
Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan (SC) $23M · 50

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).

Next read for Gutchess Lumber Employee Stock Ownership…

Scale reading

Ways to act on Gutchess Lumber Employee Stock Ownership Plan's numbers.

By total assets, Gutchess Lumber 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
Gutchess Lumber Co., Inc.'s sponsor-wide assets have grown 26.0% since 2022 across 3 plan years on file. More Manufacturing plans

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.