ESOP · DOL Form 5500 · 2023

L. Fishman & Son, Inc. ESOP

Data updated 2026-08-25

$96M
Total assets Below avg plan size
212
Participants Below avg headcount
91st
Percentile by assets National rank
$451,959
Avg per participant High balance/head
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Official DOL plan name: L. Fishman & Son, Inc. Employee Stock Ownership Plan · Sponsored by L. Fishman & Son, Inc. · Maryland · Wholesale Trade

$96M in assets, 212 participants

L. Fishman & Son, Inc.'s L. Fishman & Son, Inc. Employee Stock Ownership Plan reported $96M in total assets and 212 participants in its 2023 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.

  • #5,840 in Wholesale Trade (6,309 peers)

Coverage in Maryland

L. Fishman & Son, Inc. Employee Stock Ownership Plan covers 212 participants in Maryland, about 23% of the average Maryland filer (state average ~929 per filing). Assets: $96M.

#5,840
in Wholesale Trade (6,309 peers)
+17.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

L. Fishman & Son, Inc. Employee Stock Ownership Plan's outsized position by total assets

L. Fishman & Son, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$95,815,262 Top 9% higher than 91% 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

L. Fishman & Son, Inc. 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. L. Fishman & Son, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • L. Fishman & Son, Inc. Employee Stock Ownership Plan end-of-year assets rose from $81M in the plan year 2022 filing to $96M in the plan year 2023 filing.
  • L. Fishman & Son, Inc. Employee Stock Ownership Plan reported net income fell from $17M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • L. Fishman & Son, Inc. Employee Stock Ownership Plan reported participants rose from 200 in the plan year 2022 filing to 212 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 520999493 · L. Fishman & Son, Inc. PY 2023 · ESOP

L. Fishman & Son, Inc. Employee Stock Ownership Plan · $96M · 212 · 91st

  • ASSETS $96M
  • ASSETS 212
  • ASSETS 91st
  • ASSETS ESOP
  • ASSETS near Sc Holdings, Inc. Employee Stock Ownership Plan
  • ASSETS ind #5840

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 Maryland →

L. Fishman & Son, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Yoke's Foods, Inc. Employee Stock Ownership PlanYoke's Foods, Inc. Employee …$96MNiagara Specialty Metals, Inc. Employee Stock Ownership PlanNiagara Specialty Metals, In…$96ML. Fishman & Son, Inc. Employee Stock Ownership PlanL. Fishman & Son, Inc. Emplo…$96MSc Holdings, Inc. Employee Stock Ownership PlanSc Holdings, Inc. Employee S…$95MMajors Plastics, Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employ…$95M
End-of-year total assets ($M) among L. Fishman & Son, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$86M
Net Income$15M
Employer EIN520999493
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L. Fishman & Son, Inc.)

Sponsor-wide plan assets over time

All L. Fishman & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 31.590094981743682% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $95.4M $126M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 434 $95M
2023 2 458 $114M
2024 2 483 $126M

Nearby ESOP Plans in Maryland

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

L. Fishman & Son, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.5 Total assets ($B) Participants L. Fishman & Son, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.095815262 · Participants: 212L. Fishman & Son, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
L. Fishman & Son, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare L. Fishman & Son, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

L. Fishman & Son, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Sc Holdings, Inc. Employee Stock Ownership Plan in ME ($95M); by covered participants it is Ljt & Associates, Inc. Profit Sharing Plan in CO (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 L. Fishman & Son, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
L. Fishman & Son, Inc. Employee Stock Ownership Plan grew sharply - up 17.7% during 2023, from $81M to $96M. Reported net income was $15M.
How have L. Fishman & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L. Fishman & Son, Inc.'s sponsor-wide assets grew 31.6%, from $95M to $126M.
Where does L. Fishman & Son, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
L. Fishman & Son, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to L. Fishman & Son, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sc Holdings, Inc. Employee Stock Ownership Plan in ME ($95M, 479 participants).
Which ESOP plans cover a similar participant headcount to L. Fishman & Son, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ljt & Associates, Inc. Profit Sharing Plan in CO (212 participants, $274K 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 520999493.

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.