ESOP · DOL Form 5500 · 2022

L&m Warehousing, Inc. ESOP

Data updated 2026-08-25

$200K
Total assets Small plan by assets
54
Participants Small participant base
10th
Percentile by assets National rank
$3,704
Avg per participant Low balance/head
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Official DOL plan name: L&m Warehousing, Inc. Employee Stock Ownership Plan · Sponsored by L&m Warehousing, Inc. · Pennsylvania · Transportation & Warehousing

$200K in assets, 54 participants

L&m Warehousing, Inc.'s L&m Warehousing, Inc. Employee Stock Ownership Plan reported $200K in total assets and 54 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #385 in Transportation & Warehousing (3,876 peers)

L&m Warehousing, Inc. multi-year trail

L&m Warehousing, Inc.'s plans moved +35.4% in assets from 2022 to 2024; this filing shows L&m Warehousing, Inc. Employee Stock Ownership Plan at $200K / 54 participants.

#385
in Transportation & Warehousing (3,876 peers)
$200K
reported net income

L&m Warehousing, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

L&m Warehousing, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$200,003 10th percentile higher than 10% of 139,123 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 2022

L&m Warehousing, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L&m Warehousing, Inc. Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 872525121 · L&m Warehousing, Inc. PY 2022 · ESOP

L&m Warehousing, Inc. Employee Stock Ownership Plan · $200K · 54 · 10th

  • PCT $200K
  • EIN 54
  • RANK 10th
  • PHOTO ESOP
  • IND near Lollar Guitars, Inc. Employee Stock Ownership Plan
  • EOY ind #385

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 Pennsylvania →

L&m Warehousing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

L&m Warehousing, Inc. Employee Stock Ownership PlanL&m Warehousing, Inc. Employ…$200KLollar Guitars, Inc. Employee Stock Ownership PlanLollar Guitars, Inc. Employe…$200KDexis Consulting Group Employee Stock Ownership PlanDexis Consulting Group Emplo…$200KH & H Systems and Design Holding Company Employee Stock Ownership PlanH & H Systems and Design Hol…$200KNelco Electric, Inc. Employee Stock Ownership PlanNelco Electric, Inc. Employe…$200K
End-of-year total assets ($M) among L&m Warehousing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

L&m Warehousing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All L&m Warehousing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$271K 35.37796933046004% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.2M $0.27M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 54 $200K
2023 1 43 $391K
2024 1 87 $271K

L&m Warehousing, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$200K
Net Income$200K
Employer EIN872525121
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

L&m Warehousing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants L&m Warehousing, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000200003 · Participants: 54L&m Warehousing, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
L&m Warehousing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare L&m Warehousing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Lollar Guitars, Inc. Employee Stock Ownership Plan in WA ($200K); by covered participants it is Bachman, Inc. ESOP in ND (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have L&m Warehousing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L&m Warehousing, Inc.'s sponsor-wide assets grew 35.4%, from $200K to $271K.
Where does L&m Warehousing, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
L&m Warehousing, Inc. Employee Stock Ownership Plan ranks in the 10th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to L&m Warehousing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lollar Guitars, Inc. Employee Stock Ownership Plan in WA ($200K, 28 participants).
Which ESOP plans cover a similar participant headcount to L&m Warehousing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bachman, Inc. ESOP in ND (54 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 872525121.

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.