ESOP · DOL Form 5500 · 2024
L&m Warehousing, Inc. ESOP
Data updated 2026-08-25
- $271K
- Total assets Small plan by assets
- 87
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $3,112
- Avg per participant Low balance/head
Official DOL plan name: L&m Warehousing, Inc. Employee Stock Ownership Plan · Sponsored by L&m Warehousing, Inc. · Pennsylvania · Transportation & Warehousing
$271K in assets, 87 participants
L&m Warehousing, Inc.'s L&m Warehousing, Inc. Employee Stock Ownership Plan reported $271K in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- #404 in Transportation & Warehousing (3,299 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 $271K / 87 participants.
- #404
- in Transportation & Warehousing (3,299 peers)
- -30.7%
- assets change YoY
The plan reported a net loss of $123K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$270,760 13th percentile higher than 13% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
L&m Warehousing, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 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 (87 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- L&m Warehousing, Inc. Employee Stock Ownership Plan reported net income fell from $191K in the plan year 2023 filing to -$123K in the plan year 2024 filing.
- L&m Warehousing, Inc. Employee Stock Ownership Plan reported participants rose from 43 in the plan year 2023 filing to 87 in the plan year 2024 filing.
- L&m Warehousing, Inc. Employee Stock Ownership Plan end-of-year assets fell from $391K in the plan year 2023 filing to $271K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 872525121 · L&m Warehousing, Inc. PY 2024 · ESOP
L&m Warehousing, Inc. Employee Stock Ownership Plan · $271K · 87 · 13th
- 5500 $271K
- ASSETS 87
- PCT 13th
- EIN ESOP
- RANK near Appliance Enameling & Service Employee Stock Ownership Plan
- PHOTO ind #404
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. 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 54 | $200K |
| 2023 | 1 | 43 | $391K |
| 2024 | 1 | 87 | $271K |
L&m Warehousing, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $391K |
|---|---|
| Net Assets (End of Year) | $268K |
| Net Income | -$123K |
| Employer EIN | 872525121 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
- Sheetz, Inc. Employee Stock Ownership Plan $721M · 14,939
- Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
- D & H Employee Stock Ownership Plan $314M · 1,459
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 Appliance Enameling & Service Employee Stock Ownership Plan in CA ($270K); by covered participants it is Lenoir Mirror Company Employee Stock Ownership Plan in NC (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($271K here).
Similar participant headcount
Nearest other-state filings by covered participants (87 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.