ESOP · DOL Form 5500 · 2023

Lewis Tree Service, Inc. ESOP

Data updated 2026-08-25

$406M
Total assets Above avg plan size
4,467
Participants Above avg headcount
97th
Percentile by assets National rank
$90,889
Avg per participant Below avg balance/head
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Official DOL plan name: North Coast Holdings Employee Stock Ownership Plan · Sponsored by Lewis Tree Service, Inc. · New York · Agriculture, Forestry & Fishing

$406M in assets, 4,467 participants

Lewis Tree Service, Inc.'s North Coast Holdings Employee Stock Ownership Plan reported $406M in total assets and 4,467 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #1,277 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in New York

North Coast Holdings Employee Stock Ownership Plan covers 4,467 participants in New York, 5.6x the typical New York plan (state average ~798 per filing). Assets: $406M.

#1,277
in Agriculture, Forestry & Fishing (1,288 peers)
+5.7%
assets growth YoY
4.1×
vs typical plan assets (national mean)

North Coast Holdings Employee Stock Ownership Plan's outsized position by total assets

North Coast Holdings Employee Stock Ownership Plan vs every filed plan by assets

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

$406,002,646 Top 3% higher than 97% 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

North Coast Holdings Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Coast Holdings Employee Stock Ownership Plan lands in the large band (4,467 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North Coast Holdings Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • North Coast Holdings Employee Stock Ownership Plan reported participants rose from 3,307 in the plan year 2022 filing to 4,467 in the plan year 2023 filing.
  • North Coast Holdings Employee Stock Ownership Plan end-of-year assets rose from $384M in the plan year 2022 filing to $406M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161004851 · Lewis Tree Service, Inc. PY 2023 · ESOP

North Coast Holdings Employee Stock Ownership Plan · $406M · 4,467 · 97th

  • BOOK $406M
  • VS-ST 4,467
  • BOY 97th
  • SCH ESOP
  • EBSA near Vgm Group, Inc. Employee Stock Ownership Plan
  • PART ind #1277

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 →

North Coast Holdings Employee Stock Ownership Plan in the asset neighbourhood

Ecc Employee Stock Ownership PlanEcc Employee Stock Ownership…$411MChoate Construction Company Employee Stock Ownership PlanChoate Construction Company …$408MWestat, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock …$407MNorth Coast Holdings Employee Stock Ownership PlanNorth Coast Holdings Employe…$406MVgm Group, Inc. Employee Stock Ownership PlanVgm Group, Inc. Employee Sto…$406M
End-of-year total assets ($M) among North Coast Holdings 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)$384M
Net Assets (End of Year)$334M
Net Income$6M
Employer EIN161004851
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lewis Tree Service, Inc.)

Sponsor-wide plan assets over time

All Lewis Tree Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$521M 18.966041209708223% vs 2022
2024 filing year
$400M$450M$500M$550M 202220232024 $438M $521M ▲ +19.0%
Year Plans Participants Total Assets
2022 2 6,570 $438M
2023 2 7,841 $467M
2024 2 6,280 $521M

Nearby ESOP Plans in New York

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

North Coast Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants North Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($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 PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 201.746967 · Participants: 494Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
North Coast Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare North Coast Holdings Employee Stock Ownership Plan side-by-side with 3 peers →

North Coast Holdings Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Vgm Group, Inc. Employee Stock Ownership Plan in IA ($406M); by covered participants it is Austin Industries Employee Stock Ownership Plan in TX (4,510 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,467 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 North Coast Holdings Employee Stock Ownership Plan assets move in 2023? ▼
North Coast Holdings Employee Stock Ownership Plan grew at a solid clip - up 5.7% during 2023, from $384M to $406M. Reported net income was $6M.
How have Lewis Tree Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lewis Tree Service, Inc.'s sponsor-wide assets grew 19.0%, from $438M to $521M.
Where does North Coast Holdings Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
North Coast Holdings Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to North Coast Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Vgm Group, Inc. Employee Stock Ownership Plan in IA ($406M, 1,070 participants).
Which ESOP plans cover a similar participant headcount to North Coast Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Austin Industries Employee Stock Ownership Plan in TX (4,510 participants, $498M 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 161004851.

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.