ESOP · DOL Form 5500 · 2023

L&m Warehousing, Inc. ESOP

Data updated 2026-08-25

$391K
Total assets Small plan by assets
43
Participants Small participant base
16th
Percentile by assets National rank
$9,091
Avg per participant Low balance/head
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Official DOL plan name: L&m Warehousing, Inc. Employee Stock Ownership Plan · Sponsored by L&m Warehousing, Inc. · Pennsylvania · Transportation & Warehousing

$391K in assets, 43 participants

L&m Warehousing, Inc.'s L&m Warehousing, Inc. Employee Stock Ownership Plan reported $391K in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

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

L&m Warehousing, Inc. multi-year trail

L&m Warehousing, Inc.'s plans moved +35.4% in assets from 2022 to 2024; this filing shows L&m Warehousing, Inc. Employee Stock Ownership Plan at $391K / 43 participants.

#565
in Transportation & Warehousing (3,362 peers)
+95.5%
assets growth YoY

L&m Warehousing, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

L&m Warehousing, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$390,906 16th percentile higher than 16% 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

L&m Warehousing, 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. L&m Warehousing, Inc. Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • L&m Warehousing, Inc. Employee Stock Ownership Plan end-of-year assets rose from $200K in the plan year 2022 filing to $391K in the plan year 2023 filing.
  • L&m Warehousing, Inc. Employee Stock Ownership Plan reported participants fell from 54 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 872525121 · L&m Warehousing, Inc. PY 2023 · ESOP

L&m Warehousing, Inc. Employee Stock Ownership Plan · $391K · 43 · 16th

  • EBSA $391K
  • EBSA 43
  • EBSA 16th
  • EBSA ESOP
  • EBSA near Alaska Auto Employee Plan
  • EBSA ind #565

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 →

L&m Warehousing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

L&m Warehousing, Inc. Employee Stock Ownership PlanL&m Warehousing, Inc. Employ…$391KAlaska Auto Employee Plan$391KOlogie, Inc. Employee Stock Ownership PlanOlogie, Inc. Employee Stock …$390KInternational Holding Partners, Inc. Employee Stock Ownership PlanInternational Holding Partne…$393KDonnelly Service Group, Inc. Employee Stock Ownership PlanDonnelly Service Group, Inc.…$388K
End-of-year total assets ($M) among L&m Warehousing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

L&m Warehousing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All L&m Warehousing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$271K 35.37796933046004% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.2M $0.27M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 54 $200K
2023 1 43 $391K
2024 1 87 $271K

L&m Warehousing, Inc. filing trail (2023)

Total Assets (Beginning of Year)$200K
Net Assets (End of Year)$391K
Net Income$191K
Employer EIN872525121
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

L&m Warehousing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants L&m Warehousing, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000390906 · Participants: 43L&m Warehousing, 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
L&m Warehousing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare L&m Warehousing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

L&m Warehousing, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Alaska Auto Employee Plan in AK ($391K); by covered participants it is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 L&m Warehousing, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
L&m Warehousing, Inc. Employee Stock Ownership Plan surged - up 95.5% during 2023, from $200K to $391K. Reported net income was $191K.
How have L&m Warehousing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L&m Warehousing, Inc.'s sponsor-wide assets grew 35.4%, from $200K to $271K.
Where does L&m Warehousing, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
L&m Warehousing, Inc. Employee Stock Ownership Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to L&m Warehousing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alaska Auto Employee Plan in AK ($391K, N/A participants).
Which ESOP plans cover a similar participant headcount to L&m Warehousing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants, $5M 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 872525121.

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.