ESOP · DOL Form 5500 · 2023

G.W. Lisk Company ESOP

Data updated 2026-08-11

$62M
Total assets: 541
Participants: 88th
Percentile by assets: $115,148
Avg per participant

Official DOL plan name: G.W. Lisk Company, Inc. Employee Stock Ownership Plan · Sponsored by G.W. Lisk Company · New York · Manufacturing

$62M in assets, 541 participants

G.W. Lisk Company's G.W. Lisk Company, Inc. Employee Stock Ownership Plan reported $62M in total assets and 541 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

88th percentile by assets (of 127,072 plans)
#15,318 in Manufacturing (18,722 peers)

Where G.W. Lisk Company, Inc. Employee Stock Ownership Plan sits by assets

G.W. Lisk Company, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $62M for 541 participants (~$115,148/participant), up 7.2% in 2023.

$62M
total plan assets (2023 EOY): 541
covered participants: 88th
percentile by assets (of 127,072 plans): $115,148
avg assets per participant

G.W. Lisk Company, Inc. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to $12M in the plan year 2023 filing.
G.W. Lisk Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $58M in the plan year 2022 filing to $62M in the plan year 2023 filing.
G.W. Lisk Company, Inc. Employee Stock Ownership Plan reported participants rose from 533 in the plan year 2022 filing to 541 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Manufacturing

G.W. Lisk Company, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, G.W. Lisk Company, Inc. Employee Stock Ownership Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$58M
Net Assets (End of Year)	$62M
Net Income	$12M
Employer EIN	160771409
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (G.W. Lisk Company)

Total plan assets by year, all G.W. Lisk Company plans on file

Year	Plans	Participants	Total Assets
2022	2	1,224	$104M
2023	2	1,239	$114M
2024	2	1,302	$118M

Nearby ESOP Plans in New York

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

G.W. Lisk Company, Inc. 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

Compare G.W. Lisk Company, Inc. Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to G.W. Lisk Company, Inc. Employee Stock Ownership Plan by total assets, not by location.

Employees' Stock Ownership Plan of Cenlar Capital Corporation (NJ) $62M · 2,710
Markey's Audio/Visual Employee Stock Ownership Plan (IN) $62M · 233
Dondlinger & Sons Construction Co., Inc. Employee Stock Ownership Plan (KS) $63M · 355
Mka International, Inc. Employee Stock Ownership Plan (CA) $62M · 258

Frequently Asked Questions

How did G.W. Lisk Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

G.W. Lisk Company, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.2% during 2023, from $58M to $62M. Reported net income was $12M.

How have G.W. Lisk Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), G.W. Lisk Company's sponsor-wide assets grew 13.1%, from $104M to $118M.

Where does G.W. Lisk Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

G.W. Lisk Company, Inc. Employee Stock Ownership Plan ranks in the 88th 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 G.W. Lisk Company, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Employees' Stock Ownership Plan of Cenlar Capital Corporation in NJ ($62M, 2,710 participants).

Next read for G.W. Lisk Company, Inc. Employee Stock O…

Scale reading

Ways to act on G.W. Lisk Company, Inc. Employee Stock Ownership Plan's numbers.

By total assets, G.W. Lisk Company, Inc. 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
G.W. Lisk Company's sponsor-wide assets have grown 13.1% since 2022 across 3 plan years on file. More Manufacturing plans

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 160771409.