ESOP · DOL Form 5500 · 2023

Lewis Tree Service, Inc. ESOP

Data updated 2026-08-11

$406M
Total assets
4,467
Participants
97th
Percentile by assets
$90,889
Avg per participant
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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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$406M
total plan assets (2023 EOY)
4,467
covered participants
97th
percentile by assets (of 127,072 plans)
$90,889
avg assets per participant

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 →

State
New York
Industry
Agriculture, Forestry & Fishing

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. North Coast Holdings Employee Stock Ownership Plan reports 4,467 participants - 5.6x that state average ($406M EOY assets).

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.)

$400M$450M$500M$550M 202220232024 $438M $521M ▲ +19.0%
Total plan assets by year, all Lewis Tree Service, Inc. plans on file
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

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…Stewart's Shops Corp…Griffon Corporation …Greenman-Pedersen, I…H.C. Wainwright & Co…Marshall & Sterling …
North Coast Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare North Coast Holdings Employee Stock Owne… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to North Coast Holdings Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for North Coast Holdings Employee Stock Owne…

Filing takeaways

Ways to act on North Coast Holdings Employee Stock Ownership Plan's numbers.

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.