ESOP · DOL Form 5500 · 2023

Combined Express, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
33rd
Percentile by assets National rank
$170,292
Avg per participant Above avg balance/head
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Official DOL plan name: Combined Express, Inc. Employee Stock Ownership Plan · Sponsored by Combined Express, Inc. · Pennsylvania · Transportation & Warehousing

$2M in assets, 14 participants

Combined Express, Inc.'s Combined Express, Inc. Employee Stock Ownership Plan reported $2M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #1,067 in Transportation & Warehousing (3,362 peers)

Combined Express, Inc. multi-year trail

Combined Express, Inc.'s plans moved -59.3% in assets from 2022 to 2024; this filing shows Combined Express, Inc. Employee Stock Ownership Plan at $2M / 14 participants.

#1,067
in Transportation & Warehousing (3,362 peers)
-59.6%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Combined Express, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Combined Express, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,384,089 33rd percentile higher than 33% 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

Combined Express, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Combined Express, Inc. Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Combined Express, Inc. Employee Stock Ownership Plan reported net income fell from $845K in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Combined Express, Inc. Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Combined Express, Inc. Employee Stock Ownership Plan reported participants fell from 15 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222603057 · Combined Express, Inc. PY 2023 · ESOP

Combined Express, Inc. Employee Stock Ownership Plan · $2M · 14 · 33rd

  • VS-ST $2M
  • VS-ST 14
  • VS-ST 33rd
  • VS-ST ESOP
  • VS-ST near Envision Bank Employee Stock Ownership Plan
  • VS-ST ind #1067

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 Pennsylvania →

Combined Express, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Howard K. Bell Consulting Engineers, Inc. Employee Stock Ownership PlanHoward K. Bell Consulting En…$2MCutler Repaving, Inc. Employee Stock Ownership PlanCutler Repaving, Inc. Employ…$2MCombined Express, Inc. Employee Stock Ownership PlanCombined Express, Inc. Emplo…$2MEnvision Bank Employee Stock Ownership PlanEnvision Bank Employee Stock…$2MBechik Products Employee Stock Ownership PlanBechik Products Employee Sto…$2M
End-of-year total assets ($M) among Combined Express, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Combined Express, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Combined Express, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 59.27681833024594% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $5.9M $2.4M ▼ -59.3%
Year Plans Participants Total Assets
2022 1 15 $6M
2023 1 14 $2M
2024 1 11 $2M

Combined Express, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$2M
Net Income-$4M
Employer EIN222603057
Plan Effective Date1996-04-06
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Combined Express, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Combined Express, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002384089 · Participants: 14Combined Express, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Combined Express, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Combined Express, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Combined Express, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Envision Bank Employee Stock Ownership Plan in MA ($2M); by covered participants it is Eureka Homestead ESOP in LA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Combined Express, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Combined Express, Inc. Employee Stock Ownership Plan contracted severely - down 59.6% during 2023, from $6M to $2M. Reported net income was -$4M.
How have Combined Express, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Combined Express, Inc.'s sponsor-wide assets declined 59.3%, from $6M to $2M.
Which ESOP plans are similar in size to Combined Express, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Envision Bank Employee Stock Ownership Plan in MA ($2M, N/A participants).
Which ESOP plans cover a similar participant headcount to Combined Express, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eureka Homestead ESOP in LA (14 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 222603057.

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.