ESOP · DOL Form 5500 · 2024

L. Fishman & Son, Inc. ESOP

Data updated 2026-08-25

$105M
Total assets Near avg plan size
226
Participants Below avg headcount
91st
Percentile by assets National rank
$465,571
Avg per participant High balance/head
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Official DOL plan name: L. Fishman & Son, Inc. Employee Stock Ownership Plan · Sponsored by L. Fishman & Son, Inc. · Maryland · Wholesale Trade

$105M in assets, 226 participants

L. Fishman & Son, Inc.'s L. Fishman & Son, Inc. Employee Stock Ownership Plan reported $105M in total assets and 226 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #5,629 in Wholesale Trade (6,080 peers)

Coverage in Maryland

L. Fishman & Son, Inc. Employee Stock Ownership Plan covers 226 participants in Maryland, about 24% of the average Maryland filer (state average ~929 per filing). Assets: $105M.

#5,629
in Wholesale Trade (6,080 peers)
+9.8%
assets growth YoY
1.1×
vs typical plan assets (national mean)

L. Fishman & Son, Inc. Employee Stock Ownership Plan's outsized position by total assets

L. Fishman & Son, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$105,219,122 Top 9% higher than 91% 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

L. Fishman & Son, 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. L. Fishman & Son, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • L. Fishman & Son, Inc. Employee Stock Ownership Plan reported net income fell from $15M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • L. Fishman & Son, Inc. Employee Stock Ownership Plan end-of-year assets rose from $96M in the plan year 2023 filing to $105M in the plan year 2024 filing.
  • L. Fishman & Son, Inc. Employee Stock Ownership Plan reported participants rose from 212 in the plan year 2023 filing to 226 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 520999493 · L. Fishman & Son, Inc. PY 2024 · ESOP

L. Fishman & Son, Inc. Employee Stock Ownership Plan · $105M · 226 · 91st

  • PCT $105M
  • EIN 226
  • RANK 91st
  • PHOTO ESOP
  • IND near Amboy Bancorporation Employee Stock Ownership Plan
  • EOY ind #5629

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 Maryland →

L. Fishman & Son, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Berkel & Company Contractors, Inc. Employee Stock Ownership PlanBerkel & Company Contractors…$106MTri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and TrustTri-City Electrical Contract…$105MWestchester Modular Homes, Inc. Employee Stock Ownership PlanWestchester Modular Homes, I…$105MAmboy Bancorporation Employee Stock Ownership PlanAmboy Bancorporation Employe…$105ML. Fishman & Son, Inc. Employee Stock Ownership PlanL. Fishman & Son, Inc. Emplo…$105M
End-of-year total assets ($M) among L. Fishman & Son, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$96M
Net Income$10M
Employer EIN520999493
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L. Fishman & Son, Inc.)

Sponsor-wide plan assets over time

All L. Fishman & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 31.590094981743682% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $95.4M $126M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 434 $95M
2023 2 458 $114M
2024 2 483 $126M

Nearby ESOP Plans in Maryland

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

L. Fishman & Son, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.5 Total assets ($B) Participants L. Fishman & Son, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.105219122 · Participants: 226L. Fishman & Son, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.142811894 · Participants: 1803Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.418966511 · Participants: 3167Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.392391805 · Participants: 1918Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.283619058 · Participants: 7445Lockheed Martin Corporation Capital Accumulation PlanBrown Capital Management ESOP, Total assets ($B): 0.211360737 · Participants: 35Brown Capital Management ESOP
L. Fishman & Son, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare L. Fishman & Son, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

L. Fishman & Son, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Amboy Bancorporation Employee Stock Ownership Plan in NJ ($105M); by covered participants it is Quantum Design International, Inc. Employee Stock Ownership Plan in CA (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 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 L. Fishman & Son, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
L. Fishman & Son, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.8% during 2024, from $96M to $105M. Reported net income was $10M.
How have L. Fishman & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L. Fishman & Son, Inc.'s sponsor-wide assets grew 31.6%, from $95M to $126M.
Where does L. Fishman & Son, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
L. Fishman & Son, Inc. Employee Stock Ownership Plan ranks in the 91st 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 L. Fishman & Son, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Amboy Bancorporation Employee Stock Ownership Plan in NJ ($105M, 199 participants).
Which ESOP plans cover a similar participant headcount to L. Fishman & Son, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Quantum Design International, Inc. Employee Stock Ownership Plan in CA (226 participants, N/A 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 520999493.

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.