ESOP · DOL Form 5500 · 2023

Liberty Pumps, Inc. ESOP

Data updated 2026-08-25

$58M
Total assets Below avg plan size
319
Participants Below avg headcount
87th
Percentile by assets National rank
$182,969
Avg per participant Above avg balance/head
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Official DOL plan name: Liberty Pumps Employee Stock Ownership Plan · Sponsored by Liberty Pumps, Inc. · New York · Manufacturing

$58M in assets, 319 participants

Liberty Pumps, Inc.'s Liberty Pumps Employee Stock Ownership Plan reported $58M in total assets and 319 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,177 in Manufacturing (18,722 peers)

Coverage in New York

Liberty Pumps Employee Stock Ownership Plan covers 319 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $58M.

#15,177
in Manufacturing (18,722 peers)
+19.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Liberty Pumps Employee Stock Ownership Plan's outsized position by total assets

Liberty Pumps Employee Stock Ownership Plan vs every filed plan by assets

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

$58,367,014 Top 13% higher than 87% 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

Liberty Pumps 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. Liberty Pumps Employee Stock Ownership Plan sits mid-pack in the medium band (319 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liberty Pumps Employee Stock Ownership Plan end-of-year assets rose from $49M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Liberty Pumps Employee Stock Ownership Plan reported net income rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Liberty Pumps Employee Stock Ownership Plan reported participants fell from 344 in the plan year 2022 filing to 319 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 160909438 · Liberty Pumps, Inc. PY 2023 · ESOP

Liberty Pumps Employee Stock Ownership Plan · $58M · 319 · 87th

  • PCT $58M
  • PCT 319
  • PCT 87th
  • PCT ESOP
  • PCT near Godshall's Quality Meats Employee Stock Ownership Plan
  • PCT ind #15177

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 →

Liberty Pumps Employee Stock Ownership Plan in the asset neighbourhood

The Cornwell Quality Tools Company Employee Stock Ownership PlanThe Cornwell Quality Tools C…$58MLiberty Pumps Employee Stock Ownership PlanLiberty Pumps Employee Stock…$58MGodshall's Quality Meats Employee Stock Ownership PlanGodshall's Quality Meats Emp…$58MCharleston's Restaurant Group, Inc. Employee Stock Ownership PlanCharleston's Restaurant Grou…$58MRailroad Construction Company, Inc. Employee Stock Ownership PlanRailroad Construction Compan…$58M
End-of-year total assets ($M) among Liberty Pumps Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$53M
Net Income$11M
Employer EIN160909438
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Pumps, Inc.)

Sponsor-wide plan assets over time

All Liberty Pumps, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 43.057257063724684% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $73.4M $105M ▲ +43.1%
Year Plans Participants Total Assets
2022 2 624 $73M
2023 2 626 $87M
2024 2 614 $105M

Nearby ESOP Plans in New York

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

Liberty Pumps Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants Liberty Pumps Employee Stock Ownership Plan, Total assets ($M): 58.367014 · Participants: 319Liberty Pumps 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
Liberty Pumps Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Liberty Pumps Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Godshall's Quality Meats Employee Stock Ownership Plan in ($58M); by covered participants it is Bank of Springfield Employee Stock Ownership Plan in IL (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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 Liberty Pumps Employee Stock Ownership Plan assets move in 2023? ▼
Liberty Pumps Employee Stock Ownership Plan grew sharply - up 19.7% during 2023, from $49M to $58M. Reported net income was $11M.
How have Liberty Pumps, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Pumps, Inc.'s sponsor-wide assets grew 43.1%, from $73M to $105M.
Where does Liberty Pumps Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Liberty Pumps Employee Stock Ownership Plan ranks in the 87th 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 Liberty Pumps Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Godshall's Quality Meats Employee Stock Ownership Plan in ($58M, 286 participants).
Which ESOP plans cover a similar participant headcount to Liberty Pumps Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bank of Springfield Employee Stock Ownership Plan in IL (319 participants, $3M 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 160909438.

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.