ESOP · DOL Form 5500 · 2023

E&m Logistics Inc. ESOP

Data updated 2026-08-11

$35M
Total assets
177
Participants
81st
Percentile by assets
$199,433
Avg per participant
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Official DOL plan name: E&m Logistics Inc. Employee Stock Ownership Plan · Sponsored by E&m Logistics Inc. · New York · Transportation & Warehousing

$35M in assets, 177 participants

E&m Logistics Inc.'s E&m Logistics Inc. Employee Stock Ownership Plan reported $35M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 127,072 plans)
  • #2,689 in Transportation & Warehousing (3,362 peers)

Coverage in New York

E&m Logistics Inc. Employee Stock Ownership Plan covers 177 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $35M.

$35M
total plan assets (2023 EOY)
177
covered participants
81st
percentile by assets (of 127,072 plans)
$199,433
avg assets per participant

The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where E&m Logistics Inc. Employee Stock Ownership Plan sits by total assets

E&m Logistics Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$35,299,600 Top 19% higher than 81% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E&m Logistics Inc. Employee Stock Ownership Plan reported net income fell from -$4M in the plan year 2022 filing to -$29M in the plan year 2023 filing.
  • E&m Logistics Inc. Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • E&m Logistics Inc. Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2022 filing to 177 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Transportation & Warehousing

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. E&m Logistics Inc. Employee Stock Ownership Plan reports 177 participants - about 22% of that state average ($35M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$27M
Net Income-$29M
Employer EIN475371652
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E&m Logistics Inc.)

$-50M$0M$50M$100M$150M 202220232024 $16.1M $7.48M ▼ -53.6%
Total plan assets by year, all E&m Logistics Inc. plans on file
Year Plans Participants Total Assets
2022 1 N/A $16M
2023 6 1,174 $120M
2024 1 N/A $7M

Nearby ESOP Plans in New York

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

E&m Logistics Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants E&m Logistics Inc. E…, Total assets ($M): 35.2996 · Participants: 177E&m Logistics Inc. E…Stewart's Shops Corp…, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp…North Coast Holdings…, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings…Griffon Corporation …, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation …Greenman-Pedersen, I…, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, I…H.C. Wainwright & Co…, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co…
E&m Logistics Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare E&m Logistics Inc. Employee Stock Owners… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to E&m Logistics Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did E&m Logistics Inc. Employee Stock Ownership Plan assets move in 2023? ▼
E&m Logistics Inc. Employee Stock Ownership Plan surged - up 1891.6% during 2023, from $2M to $35M. Reported net income was -$29M.
How have E&m Logistics Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E&m Logistics Inc.'s sponsor-wide assets declined 53.6%, from $16M to $7M.
Where does E&m Logistics Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
E&m Logistics Inc. Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to E&m Logistics Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Flywheel Employee Stock Ownership Plan in WI ($35M, 358 participants).

Next read for E&m Logistics Inc. Employee Stock Owners…

Filing takeaways

Ways to act on E&m Logistics Inc. Employee Stock Ownership Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 475371652.

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.