ESOP · DOL Form 5500 · 2023
G.W. Lisk Company ESOP
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 541
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $115,148
- Avg per participant Below avg balance/head
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.
- #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.
- #15,318
- in Manufacturing (18,722 peers)
- +7.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
G.W. Lisk Company, Inc. Employee Stock Ownership Plan's outsized position by total assets
G.W. Lisk Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$62,295,161 Top 12% higher than 88% 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
G.W. Lisk Company, 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. G.W. Lisk Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (541 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Form 5500 schedule snapshot
Filing strip 160771409 · G.W. Lisk Company PY 2023 · ESOP
G.W. Lisk Company, Inc. Employee Stock Ownership Plan · $62M · 541 · 88th
- PCT $62M
- PCT 541
- PCT 88th
- PCT ESOP
- PCT near Employees' Stock Ownership Plan of Cenlar Capital Corporation
- PCT ind #15318
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 →
G.W. Lisk Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All G.W. Lisk Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 13.059381252614905% vs 2022
- 2024 filing year
| 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.
- 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
G.W. Lisk Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Employees' Stock Ownership Plan of Cenlar Capital Corporation in NJ ($62M); by covered participants it is States Logistics Services, Inc. Employee Stock Ownership Plan in CA (540 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (541 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.