ESOP · DOL Form 5500 · 2024

W. Lease Lewis Company ESOP

Data updated 2026-08-25

$95M
Total assets Below avg plan size
401
Participants Below avg headcount
90th
Percentile by assets National rank
$235,666
Avg per participant Above avg balance/head
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Official DOL plan name: W. Lease Lewis Company Employee Stock Ownership Plan and Trust · Sponsored by W. Lease Lewis Company · Washington · Construction

$95M in assets, 401 participants

W. Lease Lewis Company's W. Lease Lewis Company Employee Stock Ownership Plan and Trust reported $95M in total assets and 401 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,997 in Construction (9,039 peers)

Coverage in Washington

W. Lease Lewis Company Employee Stock Ownership Plan and Trust covers 401 participants in Washington, about 27% of the average Washington filer (state average ~1,476 per filing). Assets: $95M.

#7,997
in Construction (9,039 peers)
+4.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

W. Lease Lewis Company Employee Stock Ownership Plan and Trust's outsized position by total assets

W. Lease Lewis Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$94,502,155 Top 10% higher than 90% 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

W. Lease Lewis Company Employee Stock Ownership Plan and Trust 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. W. Lease Lewis Company Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (401 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • W. Lease Lewis Company Employee Stock Ownership Plan and Trust reported net income fell from $13M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • W. Lease Lewis Company Employee Stock Ownership Plan and Trust reported participants rose from 362 in the plan year 2023 filing to 401 in the plan year 2024 filing.
  • W. Lease Lewis Company Employee Stock Ownership Plan and Trust end-of-year assets rose from $90M in the plan year 2023 filing to $95M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 911322480 · W. Lease Lewis Company PY 2024 · ESOP

W. Lease Lewis Company Employee Stock Ownership Plan and Trust · $95M · 401 · 90th

  • PART $95M
  • TYPE 401
  • NET 90th
  • BOOK ESOP
  • VS-ST near D.P. Electric, Inc. Employee Stock Ownership Plan
  • BOY ind #7997

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 Washington →

W. Lease Lewis Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Teichert, Inc. Stock Bonus PlanTeichert, Inc. Stock Bonus P…$95MW. Lease Lewis Company Employee Stock Ownership Plan and TrustW. Lease Lewis Company Emplo…$95MD.P. Electric, Inc. Employee Stock Ownership PlanD.P. Electric, Inc. Employee…$94MFin Feather Fur Outfitters, Inc. Employee Stock Ownership PlanFin Feather Fur Outfitters, …$94MFj Management Inc. Employee Stock Ownership PlanFj Management Inc. Employee …$94M
End-of-year total assets ($M) among W. Lease Lewis Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$72M
Net Income$3M
Employer EIN911322480
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W. Lease Lewis Company)

Sponsor-wide plan assets over time

All W. Lease Lewis Company plans reported in each filing year

Latest sponsor-wide plan assets
$167M 33.892670998419064% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $125M $167M ▲ +33.9%
Year Plans Participants Total Assets
2022 2 710 $125M
2023 2 662 $149M
2024 2 708 $167M

Nearby ESOP Plans in Washington

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

W. Lease Lewis Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -101234 Total assets ($B) Participants W. Lease Lewis Company Employee Stock Ownership Plan and Trust, Total assets ($B): 0.094502155 · Participants: 401W. Lease Lewis Company Employee Stock Ownership Plan and TrustSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.162915985 · Participants: 4281Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.30805532 · Participants: 1238Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.207396855 · Participants: 291Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.159192217 · Participants: 737Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.097195017 · Participants: 184The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
W. Lease Lewis Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants
Compare W. Lease Lewis Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

W. Lease Lewis Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is D.P. Electric, Inc. Employee Stock Ownership Plan in AZ ($94M); by covered participants it is Employee Stock Ownership Plan of Vita Plus in WI (401 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (401 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 W. Lease Lewis Company Employee Stock Ownership Plan and Trust assets move in 2024? ▼
W. Lease Lewis Company Employee Stock Ownership Plan and Trust edged up modestly - up 4.9% during 2024, from $90M to $95M. Reported net income was $3M.
How have W. Lease Lewis Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W. Lease Lewis Company's sponsor-wide assets grew 33.9%, from $125M to $167M.
Where does W. Lease Lewis Company Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
W. Lease Lewis Company Employee Stock Ownership Plan and Trust ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to W. Lease Lewis Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is D.P. Electric, Inc. Employee Stock Ownership Plan in AZ ($94M, 438 participants).
Which ESOP plans cover a similar participant headcount to W. Lease Lewis Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan of Vita Plus in WI (401 participants, $73M 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 911322480.

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.