ESOP · DOL Form 5500 · 2023

Jp Express Service, Inc. ESOP

Data updated 2026-08-25

$55M
Total assets Below avg plan size
233
Participants Below avg headcount
87th
Percentile by assets National rank
$237,580
Avg per participant Above avg balance/head
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Official DOL plan name: J. P. Express Employee Stock Ownership Plan · Sponsored by Jp Express Service, Inc. · New York · Transportation & Warehousing

$55M in assets, 233 participants

Jp Express Service, Inc.'s J. P. Express Employee Stock Ownership Plan reported $55M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,841 in Transportation & Warehousing (3,362 peers)

Coverage in New York

J. P. Express Employee Stock Ownership Plan covers 233 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $55M.

#2,841
in Transportation & Warehousing (3,362 peers)
+8.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

J. P. Express Employee Stock Ownership Plan's outsized position by total assets

J. P. Express Employee Stock Ownership Plan vs every filed plan by assets

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

$55,356,036 Top 13% higher than 87% 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

J. P. Express 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. J. P. Express Employee Stock Ownership Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. P. Express Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • J. P. Express Employee Stock Ownership Plan end-of-year assets rose from $51M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • J. P. Express Employee Stock Ownership Plan reported participants fell from 240 in the plan year 2022 filing to 233 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 113198872 · Jp Express Service, Inc. PY 2023 · ESOP

J. P. Express Employee Stock Ownership Plan · $55M · 233 · 87th

  • 5500 $55M
  • ASSETS 233
  • PCT 87th
  • EIN ESOP
  • RANK near S&j Supply Company, Inc. Employee Stock Ownership Plan
  • PHOTO ind #2841

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 →

J. P. Express Employee Stock Ownership Plan in the asset neighbourhood

Swift & Staley Inc. Employee Stock Ownership PlanSwift & Staley Inc. Employee…$56MS&j Supply Company, Inc. Employee Stock Ownership PlanS&j Supply Company, Inc. Emp…$55MJ. P. Express Employee Stock Ownership PlanJ. P. Express Employee Stock…$55MGlobal Vessel & Tank Holdco, Inc. Employee Stock Ownership PlanGlobal Vessel & Tank Holdco,…$55MGerald H. Phipps, Inc. Employees' Stock Ownership PlanGerald H. Phipps, Inc. Emplo…$55M
End-of-year total assets ($M) among J. P. Express 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)$51M
Net Assets (End of Year)$54M
Net Income$5M
Employer EIN113198872
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jp Express Service, Inc.)

Sponsor-wide plan assets over time

All Jp Express Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 15.287760629669334% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $59.5M $68.6M ▲ +15.3%
Year Plans Participants Total Assets
2022 2 489 $60M
2023 2 479 $64M
2024 2 506 $69M

Nearby ESOP Plans in New York

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

J. P. Express Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants J. P. Express Employee Stock Ownership Plan, Total assets ($M): 55.356036 · Participants: 233J. P. Express 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
J. P. Express Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare J. P. Express Employee Stock Ownership Plan side-by-side with 3 peers →

J. P. Express Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is S&j Supply Company, Inc. Employee Stock Ownership Plan in CA ($55M); by covered participants it is Markey's Audio/Visual Employee Stock Ownership Plan in IN (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 J. P. Express Employee Stock Ownership Plan assets move in 2023? ▼
J. P. Express Employee Stock Ownership Plan grew at a solid clip - up 8.5% during 2023, from $51M to $55M. Reported net income was $5M.
How have Jp Express Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jp Express Service, Inc.'s sponsor-wide assets grew 15.3%, from $60M to $69M.
Where does J. P. Express Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
J. P. Express Employee Stock Ownership Plan ranks in the 87th 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 J. P. Express Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is S&j Supply Company, Inc. Employee Stock Ownership Plan in CA ($55M, 33 participants).
Which ESOP plans cover a similar participant headcount to J. P. Express Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Markey's Audio/Visual Employee Stock Ownership Plan in IN (233 participants, $62M 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 113198872.

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.