ESOP · DOL Form 5500 · 2022
Lift, Inc. ESOP
Data updated 2026-08-11
- $75M
- Total assets
- 280
- Participants
- 91st
- Percentile by assets
- $268,942
- Avg per participant
Official DOL plan name: Lift, Inc. Employee Stock Ownership Plan · Sponsored by Lift, Inc. · Pennsylvania · Wholesale Trade
$75M in assets, 280 participants
Lift, Inc.'s Lift, Inc. Employee Stock Ownership Plan reported $75M in total assets and 280 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)
- #6,337 in Wholesale Trade (6,843 peers)
Coverage in Pennsylvania
Lift, Inc. Employee Stock Ownership Plan covers 280 participants in Pennsylvania, about 34% of the average Pennsylvania filer (state average ~822 per filing). Assets: $75M.
- $75M
- total plan assets (2022 EOY)
- 280
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $268,942
- avg assets per participant
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Lift, Inc. Employee Stock Ownership Plan reports 280 participants - about 34% of that state average ($75M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $497K |
| Net Income | $24M |
| Employer EIN | 232574915 |
| Plan Effective Date | 2018-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lift, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 599 | $103M |
| 2023 | 2 | 687 | $122M |
| 2024 | 2 | 732 | $147M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Lift, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- Wawa, Inc. Employee Stock Ownership Plan $4.5B · 22,323
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.2B · 337
- Sheetz, Inc. Employee Stock Ownership Plan $534M · 12,847
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Lift, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Lift, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
How have Lift, Inc. plan assets changed over time? ▼
Where does Lift, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Lift, Inc. Employee Stock Ownership Plan? ▼
Next read for Lift, Inc. Employee Stock Ownership Plan
Filing takeaways
Ways to act on Lift, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Lift, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Lift, Inc.'s sponsor-wide assets have grown 42.8% since 2022 across 3 plan years on file. More Wholesale Trade plans