401(k) · DOL Form 5500 · 2023

Genesis Logistics Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
324
Participants Below avg headcount
37th
Percentile by assets National rank
$10,272
Avg per participant Low balance/head
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Official DOL plan name: Genesis Logistics Inc. Union Retirement Plan · Sponsored by Genesis Logistics Inc. · Ohio · Transportation & Warehousing

$3M in assets, 324 participants

Genesis Logistics Inc.'s Genesis Logistics Inc. Union Retirement Plan reported $3M in total assets and 324 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,239 in Transportation & Warehousing (3,362 peers)

Coverage in Ohio

Genesis Logistics Inc. Union Retirement Plan covers 324 participants in Ohio, about 42% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#1,239
in Transportation & Warehousing (3,362 peers)
-35.4%
assets change YoY

The plan reported a net loss of $75K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Genesis Logistics Inc. Union Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Genesis Logistics Inc. Union Retirement Plan vs every filed plan by assets

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

$3,328,084 37th percentile higher than 37% 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

Genesis Logistics Inc. Union Retirement 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. Genesis Logistics Inc. Union Retirement Plan sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Genesis Logistics Inc. Union Retirement Plan reported net income rose from -$689K in the plan year 2022 filing to -$75K in the plan year 2023 filing.
  • Genesis Logistics Inc. Union Retirement Plan end-of-year assets fell from $5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Genesis Logistics Inc. Union Retirement Plan reported participants rose from 292 in the plan year 2022 filing to 324 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 223590938 · Genesis Logistics Inc. PY 2023 · 401(k)

Genesis Logistics Inc. Union Retirement Plan · $3M · 324 · 37th

  • EOY $3M
  • EOY 324
  • EOY 37th
  • EOY 401(k)
  • EOY near Geiger Lynch Macbain Campbell Engineers, P.C. 401(k) Plan
  • EOY ind #1239

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 Transportation & Warehousing retirement plans → · Plans in Ohio →

Genesis Logistics Inc. Union Retirement Plan in the asset neighbourhood

Genesis Logistics Inc. Union Retirement PlanGenesis Logistics Inc. Union…$3MGeiger Lynch Macbain Campbell Engineers, P.C. 401(k) PlanGeiger Lynch Macbain Campbel…$3MArcon Partners, LLC 401(k) Profit Sharing PlanArcon Partners, LLC 401(k) P…$3MLna Management Co. & Affiliates 401(k) PlanLna Management Co. & Affilia…$3MDondelinger Automotive, Inc. 401(k) PlanDondelinger Automotive, Inc.…$3M
End-of-year total assets ($M) among Genesis Logistics Inc. Union Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$75K
Employer EIN223590938
Plan Effective Date2001-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Genesis Logistics Inc.)

Sponsor-wide plan assets over time

All Genesis Logistics Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 44.17610892265767% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $5.15M $2.88M ▼ -44.1%
Year Plans Participants Total Assets
2022 1 292 $5M
2023 1 324 $3M
2024 1 93 $3M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Genesis Logistics Inc. Union Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Genesis Logistics Inc. Union Retirement Plan, Total assets ($B): 0.003328084 · Participants: 324Genesis Logistics Inc. Union Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Genesis Logistics Inc. Union Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Genesis Logistics Inc. Union Retirement Plan side-by-side with 3 peers →

Genesis Logistics Inc. Union Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Geiger Lynch Macbain Campbell Engineers, P.C. 401(k) Plan in NY ($3M); by covered participants it is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 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 Genesis Logistics Inc. Union Retirement Plan assets move in 2023? ▼
Genesis Logistics Inc. Union Retirement Plan contracted severely - down 35.4% during 2023, from $5M to $3M. Reported net income was -$75K.
How have Genesis Logistics Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Genesis Logistics Inc.'s sponsor-wide assets declined 44.2%, from $5M to $3M.
Which 401(k) plans are similar in size to Genesis Logistics Inc. Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Geiger Lynch Macbain Campbell Engineers, P.C. 401(k) Plan in NY ($3M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Genesis Logistics Inc. Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants, $24M 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 223590938.

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.