ESOP · DOL Form 5500 · 2023
Liberty Pumps, Inc. ESOP
Data updated 2026-08-11
- $58M
- Total assets
- 319
- Participants
- 87th
- Percentile by assets
- $182,969
- Avg per participant
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.
- 87th percentile by assets (of 127,072 plans)
- #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.
- $58M
- total plan assets (2023 EOY)
- 319
- covered participants
- 87th
- percentile by assets (of 127,072 plans)
- $182,969
- avg assets per participant
Where Liberty Pumps Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Liberty Pumps Employee Stock Ownership Plan reports 319 participants - about 40% of that state average ($58M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $11M |
| Employer EIN | 160909438 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Pumps, Inc.)
| 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
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Liberty Pumps Employee Stock Ownership Plan by total assets, not by location.
- Godshall's Quality Meats Employee Stock Ownership Plan () $58M · 286
- Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan (OK) $58M · 9,111
- Railroad Construction Company, Inc. Employee Stock Ownership Plan (NJ) $58M · 141
- The Cornwell Quality Tools Company Employee Stock Ownership Plan (OH) $58M · 345
Frequently Asked Questions
How did Liberty Pumps Employee Stock Ownership Plan assets move in 2023? ▼
How have Liberty Pumps, Inc. plan assets changed over time? ▼
Where does Liberty Pumps Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Liberty Pumps Employee Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on Liberty Pumps Employee Stock Ownership Plan's numbers.
- By total assets, Liberty Pumps 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
- Liberty Pumps, Inc.'s sponsor-wide assets have grown 43.1% since 2022 across 3 plan years on file. More Manufacturing plans