ESOP · DOL Form 5500 · 2023

E&m Logistics Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
207
Participants Below avg headcount
74th
Percentile by assets National rank
$105,800
Avg per participant Below 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

$22M in assets, 207 participants

E&m Logistics Inc.'s E&m Logistics Inc. Employee Stock Ownership Plan reported $22M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,485 in Transportation & Warehousing (3,362 peers)

Coverage in New York

E&m Logistics Inc. Employee Stock Ownership Plan covers 207 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $22M.

#2,485
in Transportation & Warehousing (3,362 peers)
-38.0%
assets change YoY

The plan reported a net loss of $3M 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

$21,900,550 Top 26% higher than 74% 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 (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E&m Logistics Inc. Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2022 filing to $22M 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 207 in the plan year 2023 filing.
  • E&m Logistics Inc. Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to -$3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

E&m Logistics Inc. Employee Stock Ownership Plan · $22M · 207 · 74th

  • VS-ST $22M
  • BOY 207
  • SCH 74th
  • EBSA ESOP
  • PART near E.V.S. Ltd. Employee Stock Ownership Plan
  • TYPE ind #2485

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

Devons Jewelers Employee Stock Ownership PlanDevons Jewelers Employee Sto…$22ME&m Logistics Inc. Employee Stock Ownership PlanE&m Logistics Inc. Employee …$22ME.V.S. Ltd. Employee Stock Ownership PlanE.V.S. Ltd. Employee Stock O…$22MImperial Brown, Inc. Employee Stock Ownership PlanImperial Brown, Inc. Employe…$22MIfs Employee Stock Ownership PlanIfs Employee Stock Ownership…$22M
End-of-year total assets ($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)$35M
Net Assets (End of Year)-$30M
Net Income-$3M
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): 21.90055 · Participants: 207E&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

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 E.V.S. Ltd. Employee Stock Ownership Plan in IN ($22M); by covered participants it is Air Treatment Corporation Employee Stock Ownership Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 contracted severely - down 38.0% during 2023, from $35M to $22M. Reported net income was -$3M.
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.
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 E.V.S. Ltd. Employee Stock Ownership Plan in IN ($22M, 42 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 Air Treatment Corporation Employee Stock Ownership Plan in CA (207 participants, $123M in assets).