ESOP · DOL Form 5500 · 2023
W. Lease Lewis Company ESOP
Data updated 2026-08-25
- $90M
- Total assets Below avg plan size
- 362
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $248,897
- Avg per participant Above avg balance/head
Official DOL plan name: W. Lease Lewis Company Employee Stock Ownership Plan and Trust · Sponsored by W. Lease Lewis Company · Washington · Construction
$90M in assets, 362 participants
W. Lease Lewis Company's W. Lease Lewis Company Employee Stock Ownership Plan and Trust reported $90M in total assets and 362 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.
- #8,018 in Construction (9,030 peers)
Coverage in Washington
W. Lease Lewis Company Employee Stock Ownership Plan and Trust covers 362 participants in Washington, about 25% of the average Washington filer (state average ~1,476 per filing). Assets: $90M.
- #8,018
- in Construction (9,030 peers)
- +18.5%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
W. Lease Lewis Company Employee Stock Ownership Plan and Trust's outsized position by total assets
W. Lease Lewis Company Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$90,100,816 Top 9% higher than 91% 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
W. Lease Lewis Company Employee Stock Ownership Plan and Trust 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. W. Lease Lewis Company Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (362 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- W. Lease Lewis Company Employee Stock Ownership Plan and Trust reported net income rose from $6M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- W. Lease Lewis Company Employee Stock Ownership Plan and Trust end-of-year assets rose from $76M in the plan year 2022 filing to $90M in the plan year 2023 filing.
- W. Lease Lewis Company Employee Stock Ownership Plan and Trust reported participants fell from 441 in the plan year 2022 filing to 362 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 911322480 · W. Lease Lewis Company PY 2023 · ESOP
W. Lease Lewis Company Employee Stock Ownership Plan and Trust · $90M · 362 · 91st
- ASSETS $90M
- ASSETS 362
- ASSETS 91st
- ASSETS ESOP
- ASSETS near Lift, Inc. Employee Stock Ownership Plan
- ASSETS ind #8018
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 Washington →
W. Lease Lewis Company Employee Stock Ownership Plan and Trust in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $13M |
| Employer EIN | 911322480 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (W. Lease Lewis Company)
Sponsor-wide plan assets over time
All W. Lease Lewis Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 33.892670998419064% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 710 | $125M |
| 2023 | 2 | 662 | $149M |
| 2024 | 2 | 708 | $167M |
Nearby ESOP Plans in Washington
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan $3.0B · 3,694
- Triple B Corporation Employee Stock Ownership Plan $278M · 1,123
- Manson Construction Co. Non-Craft Employee Stock Ownership Plan $183M · 310
- Parametrix, Inc. Employee Stock Ownership Plan $140M · 570
- The Plexsys Interface Products, Inc. Employee Stock Ownership Plan $114M · 183
W. Lease Lewis Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Washington, the nearest ESOP by assets is Lift, Inc. Employee Stock Ownership Plan in PA ($90M); by covered participants it is Artiflex Manufacturing, Inc. Employee Stock Ownership Plan in MI (362 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90M here).
- Lift, Inc. Employee Stock Ownership Plan (PA) $90M · 318
- Wiginton Corporation ESOP (FL) $90M · 441
- Ermco, Inc. Employee Stock Ownership Plan (IN) $90M · 120
- Cornerstone Controls, Inc. Employee Stock Ownership Plan (IN) $91M · 139
Similar participant headcount
Nearest other-state filings by covered participants (362 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.