ESOP · DOL Form 5500 · 2024
Lewis Tree Service, Inc. ESOP
Data updated 2026-08-25
- $451M
- Total assets Above avg plan size
- 3,042
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $148,184
- Avg per participant Above avg balance/head
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.
- #1,207 in Agriculture, Forestry & Fishing (1,217 peers)
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 ~798 per filing). Assets: $451M.
- #1,207
- in Agriculture, Forestry & Fishing (1,217 peers)
- +11.0%
- assets growth YoY
- 4.5×
- vs typical plan assets (national mean)
North Coast Holdings Employee Stock Ownership Plan's outsized position by total assets
North Coast Holdings Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$450,776,522 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
North Coast Holdings Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Coast Holdings Employee Stock Ownership Plan lands in the large band (3,042 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 161004851 · Lewis Tree Service, Inc. PY 2024 · ESOP
North Coast Holdings Employee Stock Ownership Plan · $451M · 3,042 · 97th
- PCT $451M
- EIN 3,042
- RANK 97th
- PHOTO ESOP
- IND near Project Worldwide, Inc. Employee Stock Ownership Plan
- EOY ind #1207
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 →
North Coast Holdings Employee Stock Ownership Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Lewis Tree Service, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $521M 18.966041209708223% vs 2022
- 2024 filing year
| 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.
- Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
- Griffon Corporation Employee Stock Ownership Plan $306M · 3,209
- 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
North Coast Holdings Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Project Worldwide, Inc. Employee Stock Ownership Plan in MI ($453M); by covered participants it is Mccarthy Employee Stock Ownership Plan in MO (2,983 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($451M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,042 participants); asset peers above are excluded.
- Mccarthy Employee Stock Ownership Plan (MO) 2,983 · 59 off
- Csc Employee Stock Ownership Plan (CA) 3,109 · 67 off
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust (IA) 2,972 · 70 off
- Woodman's Employees' Profit Sharing and Stock Ownership Plan (WI) 2,967 · 75 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.