ESOP · DOL Form 5500 · 2024

Liberty Pumps, Inc. ESOP

Data updated 2026-08-25

$73M
Total assets Below avg plan size
315
Participants Below avg headcount
88th
Percentile by assets National rank
$230,235
Avg per participant Above avg balance/head
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Official DOL plan name: Liberty Pumps Employee Stock Ownership Plan · Sponsored by Liberty Pumps, Inc. · New York · Manufacturing

$73M in assets, 315 participants

Liberty Pumps, Inc.'s Liberty Pumps Employee Stock Ownership Plan reported $73M in total assets and 315 participants in its 2024 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.

  • #14,638 in Manufacturing (17,777 peers)

Coverage in New York

Liberty Pumps Employee Stock Ownership Plan covers 315 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $73M.

#14,638
in Manufacturing (17,777 peers)
+24.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Liberty Pumps Employee Stock Ownership Plan's outsized position by total assets

Liberty Pumps Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$72,523,983 Top 12% higher than 88% of 123,620 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 2024

Liberty Pumps Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liberty Pumps Employee Stock Ownership Plan sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Liberty Pumps Employee Stock Ownership Plan reported net income rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Liberty Pumps Employee Stock Ownership Plan end-of-year assets rose from $58M in the plan year 2023 filing to $73M in the plan year 2024 filing.
  • Liberty Pumps Employee Stock Ownership Plan reported participants fell from 319 in the plan year 2023 filing to 315 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 160909438 · Liberty Pumps, Inc. PY 2024 · ESOP

Liberty Pumps Employee Stock Ownership Plan · $73M · 315 · 88th

  • EBSA $73M
  • EBSA 315
  • EBSA 88th
  • EBSA ESOP
  • EBSA near Ole South Holdings, Inc Employee Stock Ownership Plan
  • EBSA ind #14638

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 →

Liberty Pumps Employee Stock Ownership Plan in the asset neighbourhood

Employee Stock Ownership Plan of Vita PlusEmployee Stock Ownership Pla…$73MNation Safe Drivers Employee Stock Ownership PlanNation Safe Drivers Employee…$73MOle South Holdings, Inc Employee Stock Ownership PlanOle South Holdings, Inc Empl…$73MLiberty Pumps Employee Stock Ownership PlanLiberty Pumps Employee Stock…$73MIdaho Pacific Lumber Company, Inc. Employee Stock Ownership Plan and TrustIdaho Pacific Lumber Company…$72M
End-of-year total assets ($M) among Liberty Pumps Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$68M
Net Income$15M
Employer EIN160909438
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Pumps, Inc.)

Sponsor-wide plan assets over time

All Liberty Pumps, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 43.057257063724684% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $73.4M $105M ▲ +43.1%
Year Plans Participants Total Assets
2022 2 624 $73M
2023 2 626 $87M
2024 2 614 $105M

Nearby ESOP Plans in New York

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

Liberty Pumps Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. 01000200030004000 02004006008001000 Total assets ($M) Participants Liberty Pumps Employee Stock Ownership Plan, Total assets ($M): 72.523983 · Participants: 315Liberty Pumps Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Liberty Pumps Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Liberty Pumps Employee Stock Ownership Plan side-by-side with 3 peers →

Liberty Pumps Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Ole South Holdings, Inc Employee Stock Ownership Plan in TN ($73M); by covered participants it is Meridian Corporation Employee Stock Ownership Plan in PA (315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (315 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Liberty Pumps Employee Stock Ownership Plan assets move in 2024? ▼
Liberty Pumps Employee Stock Ownership Plan grew sharply - up 24.3% during 2024, from $58M to $73M. Reported net income was $15M.
How have Liberty Pumps, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Pumps, Inc.'s sponsor-wide assets grew 43.1%, from $73M to $105M.
Where does Liberty Pumps Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Liberty Pumps Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Liberty Pumps Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ole South Holdings, Inc Employee Stock Ownership Plan in TN ($73M, 42 participants).
Which ESOP plans cover a similar participant headcount to Liberty Pumps Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Meridian Corporation Employee Stock Ownership Plan in PA (315 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 160909438.

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.