ESOP · DOL Form 5500 · 2023

E&m Logistics Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
292
Participants Below avg headcount
69th
Percentile by assets National rank
$55,597
Avg per participant Low 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

$16M in assets, 292 participants

E&m Logistics Inc.'s E&m Logistics Inc. Employee Stock Ownership Plan reported $16M in total assets and 292 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #2,307 in Transportation & Warehousing (3,362 peers)

Coverage in New York

E&m Logistics Inc. Employee Stock Ownership Plan covers 292 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $16M.

#2,307
in Transportation & Warehousing (3,362 peers)
-15.7%
assets change YoY

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

$16,234,277 Top 31% higher than 69% 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 (292 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 rose from -$4M in the plan year 2022 filing to $32M 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 292 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 $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

E&m Logistics Inc. Employee Stock Ownership Plan · $16M · 292 · 69th

  • ASSETS $16M
  • PCT 292
  • EIN 69th
  • RANK ESOP
  • PHOTO near Haumiller Engineering Company Money Purchase Pension Plan
  • IND ind #2307

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

The Bobbitt Group, Inc. Employee Stock Ownership PlanThe Bobbitt Group, Inc. Empl…$16MPacific States Petroleum Employee Stock Ownership PlanPacific States Petroleum Emp…$16MLincoln Builders, Inc. Employee Stock Ownership PlanLincoln Builders, Inc. Emplo…$16ME&m Logistics Inc. Employee Stock Ownership PlanE&m Logistics Inc. Employee …$16MHaumiller Engineering Company Money Purchase Pension PlanHaumiller Engineering Compan…$16M
End-of-year total assets ($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)$19M
Net Assets (End of Year)$6M
Net Income$32M
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): 16.234277 · Participants: 292E&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 Haumiller Engineering Company Money Purchase Pension Plan in IL ($16M); by covered participants it is Cortrust Bank Employee Stock Ownership Plan and Trust in SD (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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 declined sharply - down 15.7% during 2023, from $19M to $16M. Reported net income was $32M.
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 Haumiller Engineering Company Money Purchase Pension Plan in IL ($16M, 141 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 Cortrust Bank Employee Stock Ownership Plan and Trust in SD (292 participants, $22M 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.