ESOP · DOL Form 5500 · 2024

Lewis Tree Service, Inc. ESOP

Data updated 2026-07-24

$451M
Total assets: 3,042
Participants: 97th
Percentile by assets: $148,184
Avg per participant

Official DOL plan name: North Coast Holdings Employee Stock Ownership Plan · Sponsored by Lewis Tree Service, Inc. · New York · Agriculture, Forestry & Fishing

$451M in assets, 3,042 participants

Lewis Tree Service, Inc.'s North Coast Holdings Employee Stock Ownership Plan reported $451M in total assets and 3,042 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 116,472 plans)

Coverage in New York

North Coast Holdings Employee Stock Ownership Plan covers 3,042 participants in New York, 3.8x the typical New York plan (state average ~795 per filing). Assets: $451M.

$451M
total plan assets (2024 EOY): 3,042
covered participants: 97th
percentile by assets (of 116,472 plans): $148,184
avg assets per participant

North Coast Holdings Employee Stock Ownership Plan reported net income rose from $6M in the plan year 2023 filing to $20M in the plan year 2024 filing.
North Coast Holdings Employee Stock Ownership Plan reported participants fell from 4,467 in the plan year 2023 filing to 3,042 in the plan year 2024 filing.
North Coast Holdings Employee Stock Ownership Plan end-of-year assets rose from $406M in the plan year 2023 filing to $451M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Agriculture, Forestry & Fishing

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. North Coast Holdings Employee Stock Ownership Plan reports 3,042 participants - 3.8x that state average ($451M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$406M
Net Assets (End of Year)	$354M
Net Income	$20M
Employer EIN	161004851
Plan Effective Date	1998-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lewis Tree Service, Inc.)

Total plan assets by year, all Lewis Tree Service, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	6,570	$438M
2023	2	7,841	$467M
2024	2	6,280	$521M

Nearby ESOP Plans in New York

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

North Coast Holdings 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
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
Jrm Construction Management Employee Stock Ownership Plan $165M · 550

Compare North Coast Holdings Employee Stock Owne… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to North Coast Holdings Employee Stock Ownership Plan by total assets, not by location.

Project Worldwide, Inc. Employee Stock Ownership Plan (MI) $453M · 1,284
Gensler Employee Stock Ownership Plan (CA) $454M · 4,147
Delta Star Employee Stock Ownership Plan (VA) $447M · 222
Okonite Company Employees Stock Ownership Plan (NJ) $446M · 1,176

Frequently Asked Questions

How did North Coast Holdings Employee Stock Ownership Plan assets move in 2024? ▼

North Coast Holdings Employee Stock Ownership Plan grew at a solid clip - up 11.0% during 2024, from $406M to $451M. Reported net income was $20M.

How have Lewis Tree Service, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lewis Tree Service, Inc.'s sponsor-wide assets grew 19.0%, from $438M to $521M.

Where does North Coast Holdings Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

North Coast Holdings Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to North Coast Holdings Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Project Worldwide, Inc. Employee Stock Ownership Plan in MI ($453M, 1,284 participants).

Next read for North Coast Holdings Employee Stock Owne…

Filing takeaways

Ways to act on North Coast Holdings Employee Stock Ownership Plan's numbers.

By total assets, North Coast Holdings Employee Stock Ownership Plan ranks in the top 5% 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
Lewis Tree Service, Inc.'s sponsor-wide assets have grown 19.0% since 2022 across 3 plan years on file. More Agriculture, Forestry & Fishing 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 161004851.

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.