ESOP · DOL Form 5500 · 2024
Liberty Pumps, Inc. ESOP
Data updated 2026-07-24
- $73M
- Total assets
- 315
- Participants
- 88th
- Percentile by assets
- $230,235
- Avg per participant
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.
- 88th percentile by assets (of 116,472 plans)
Coverage in New York
Liberty Pumps Employee Stock Ownership Plan covers 315 participants in New York, about 40% of the average New York filer (state average ~795 per filing). Assets: $73M.
- $73M
- total plan assets (2024 EOY)
- 315
- covered participants
- 88th
- percentile by assets (of 116,472 plans)
- $230,235
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Liberty Pumps Employee Stock Ownership Plan reports 315 participants - about 40% of that state average ($73M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | $15M |
| Employer EIN | 160909438 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Pumps, Inc.)
| 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
- Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
- North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518
- H.C. Wainwright & Co. Employee Stock Ownership Plan $228M · 97
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Liberty Pumps Employee Stock Ownership Plan by total assets, not by location.
- Ole South Holdings, Inc Employee Stock Ownership Plan (TN) $73M · 42
- Nation Safe Drivers Employee Stock Ownership Plan (FL) $73M · 235
- Idaho Pacific Lumber Company, Inc. Employee Stock Ownership Plan and Trust (ID) $72M · 82
- Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership Plan (MD) $72M · 328
Frequently Asked Questions
How did Liberty Pumps Employee Stock Ownership Plan assets move in 2024? ▼
How have Liberty Pumps, Inc. plan assets changed over time? ▼
Where does Liberty Pumps Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Liberty Pumps Employee Stock Ownership Plan? ▼
Next read for Liberty Pumps Employee Stock Ownership P…
Filing takeaways
Ways to act on Liberty Pumps Employee Stock Ownership Plan's numbers.
- By total assets, Liberty Pumps 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
- Liberty Pumps, Inc.'s sponsor-wide assets have grown 43.1% 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 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.