ESOP · DOL Form 5500 · 2023

E&m Logistics Inc. ESOP

Data updated 2026-08-25

$35M
Total assets Below avg plan size
177
Participants Small participant base
81st
Percentile by assets National rank
$199,433
Avg per participant Above avg balance/head
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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.

  • #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.

#2,689
in Transportation & Warehousing (3,362 peers)
+1891.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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.

E&m Logistics Inc. Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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 2023

E&m Logistics Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E&m Logistics Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (177 participants).

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 →

Form 5500 schedule snapshot

Filing strip 475371652 · E&m Logistics Inc. PY 2023 · ESOP

E&m Logistics Inc. Employee Stock Ownership Plan · $35M · 177 · 81st

  • BOY $35M
  • BOY 177
  • BOY 81st
  • BOY ESOP
  • BOY near Flywheel Employee Stock Ownership Plan
  • BOY ind #2689

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 →

E&m Logistics Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mgc Contractors, Inc. Employee Stock Ownership PlanMgc Contractors, Inc. Employ…$35MFlywheel Employee Stock Ownership PlanFlywheel Employee Stock Owne…$35MFlywheel Employee Stock Ownership PlanFlywheel Employee Stock Owne…$35ME&m Logistics Inc. Employee Stock Ownership PlanE&m Logistics Inc. Employee …$35MCogent, Inc. Employee Stock Ownership PlanCogent, Inc. Employee Stock …$35M
End-of-year total assets ($M) among E&m Logistics Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All E&m Logistics Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 53.60446947665404% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $16.1M $7.48M ▼ -53.6%
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 ($M) Participants E&m Logistics Inc. Employee Stock Ownership Plan, Total assets ($M): 35.2996 · Participants: 177E&m Logistics Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
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 Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Flywheel Employee Stock Ownership Plan in WI ($35M); by covered participants it is Katahdin Trust Company Employee Stock Ownership Plan in ME (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which ESOP plans cover a similar participant headcount to E&m Logistics Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Katahdin Trust Company Employee Stock Ownership Plan in ME (177 participants, $2M in assets).

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.