ESOP · DOL Form 5500 · 2024

G.W. Lisk Company ESOP

Data updated 2026-08-25

$63M
Total assets Below avg plan size
570
Participants Below avg headcount
87th
Percentile by assets National rank
$109,983
Avg per participant Below avg balance/head
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Official DOL plan name: G.W. Lisk Company, Inc. Employee Stock Ownership Plan · Sponsored by G.W. Lisk Company · New York · Manufacturing

$63M in assets, 570 participants

G.W. Lisk Company's G.W. Lisk Company, Inc. Employee Stock Ownership Plan reported $63M in total assets and 570 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #14,326 in Manufacturing (17,777 peers)

Where G.W. Lisk Company, Inc. Employee Stock Ownership Plan sits by assets

G.W. Lisk Company, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $63M for 570 participants (~$109,983/participant), up 0.6% in 2024.

#14,326
in Manufacturing (17,777 peers)
+0.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

G.W. Lisk Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

G.W. Lisk Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$62,690,087 Top 13% higher than 87% 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

G.W. Lisk Company, Inc. 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. G.W. Lisk Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (570 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • G.W. Lisk Company, Inc. Employee Stock Ownership Plan reported net income fell from $12M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • G.W. Lisk Company, Inc. Employee Stock Ownership Plan reported participants rose from 541 in the plan year 2023 filing to 570 in the plan year 2024 filing.
  • G.W. Lisk Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $62M in the plan year 2023 filing to $63M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 160771409 · G.W. Lisk Company PY 2024 · ESOP

G.W. Lisk Company, Inc. Employee Stock Ownership Plan · $63M · 570 · 87th

  • PART $63M
  • TYPE 570
  • NET 87th
  • BOOK ESOP
  • VS-ST near Chillco, Inc. Employee Stock Ownership Plan
  • BOY ind #14326

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 →

G.W. Lisk Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dansko Holdings, Inc. Employee Stock Ownership PlanDansko Holdings, Inc. Employ…$63MS&j Supply Company, Inc. Employee Stock Ownership PlanS&j Supply Company, Inc. Emp…$63MChillco, Inc. Employee Stock Ownership PlanChillco, Inc. Employee Stock…$63MG.W. Lisk Company, Inc. Employee Stock Ownership PlanG.W. Lisk Company, Inc. Empl…$63MVan Kirk Brothers Contracting Employee Stock Ownership PlanVan Kirk Brothers Contractin…$63M
End-of-year total assets ($M) among G.W. Lisk Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$63M
Net Income$1M
Employer EIN160771409
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G.W. Lisk Company)

Sponsor-wide plan assets over time

All G.W. Lisk Company plans reported in each filing year

Latest sponsor-wide plan assets
$118M 13.059381252614905% vs 2022
2024 filing year
$100M$105M$110M$115M$120M 202220232024 $104M $118M ▲ +13.1%
Year Plans Participants Total Assets
2022 2 1,224 $104M
2023 2 1,239 $114M
2024 2 1,302 $118M

Nearby ESOP Plans in New York

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

G.W. Lisk Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. 01000200030004000 02004006008001000 Total assets ($M) Participants G.W. Lisk Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 62.690087 · Participants: 570G.W. Lisk Company, Inc. 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
G.W. Lisk Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare G.W. Lisk Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

G.W. Lisk Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Chillco, Inc. Employee Stock Ownership Plan in LA ($63M); by covered participants it is Touchpoint, Inc. Employee Stock Ownership Plan in PA (570 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (570 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 G.W. Lisk Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
G.W. Lisk Company, Inc. Employee Stock Ownership Plan held essentially flat - up 0.6% during 2024, from $62M to $63M. Reported net income was $1M.
How have G.W. Lisk Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G.W. Lisk Company's sponsor-wide assets grew 13.1%, from $104M to $118M.
Where does G.W. Lisk Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
G.W. Lisk Company, Inc. Employee Stock Ownership Plan ranks in the 87th 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 G.W. Lisk Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Chillco, Inc. Employee Stock Ownership Plan in LA ($63M, 77 participants).
Which ESOP plans cover a similar participant headcount to G.W. Lisk Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Touchpoint, Inc. Employee Stock Ownership Plan in PA (570 participants, $87M 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 160771409.

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.