ESOP · DOL Form 5500 · 2024

J.P. Express Service, Inc. ESOP

Data updated 2026-08-25

$60M
Total assets Below avg plan size
244
Participants Below avg headcount
86th
Percentile by assets National rank
$244,641
Avg per participant Above avg balance/head
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Official DOL plan name: J.P. Express Employee Stock Ownership Plan · Sponsored by J.P. Express Service, Inc. · New York · Transportation & Warehousing

$60M in assets, 244 participants

J.P. Express Service, Inc.'s J.P. Express Employee Stock Ownership Plan reported $60M in total assets and 244 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,777 in Transportation & Warehousing (3,299 peers)

Coverage in New York

J.P. Express Employee Stock Ownership Plan covers 244 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $60M.

#2,777
in Transportation & Warehousing (3,299 peers)
+7.8%
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 2024 · DOL Form 5500

$59,692,423 Top 14% higher than 86% of 123,620 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 2024

J.P. Express Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 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 (244 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J.P. Express Employee Stock Ownership Plan end-of-year assets rose from $55M in the plan year 2023 filing to $60M in the plan year 2024 filing.
  • J.P. Express Employee Stock Ownership Plan reported participants rose from 233 in the plan year 2023 filing to 244 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 113198872 · J.P. Express Service, Inc. PY 2024 · ESOP

J.P. Express Employee Stock Ownership Plan · $60M · 244 · 86th

  • IND $60M
  • EOY 244
  • 5500 86th
  • ASSETS ESOP
  • PCT near Superior Tank Lines Employee Stock Ownership Plan
  • EIN ind #2777

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

Buist Electric Company, Inc. Employee Stock Ownership PlanBuist Electric Company, Inc.…$60MDai Employee Stock Ownership PlanDai Employee Stock Ownership…$60MJ.P. Express Employee Stock Ownership PlanJ.P. Express Employee Stock …$60MSuperior Tank Lines Employee Stock Ownership PlanSuperior Tank Lines Employee…$60MTci Holding Company, Inc. Employee Stock Ownership PlanTci Holding Company, Inc. Em…$59M
End-of-year total assets ($M) among J.P. Express Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$59M
Net Income$5M
Employer EIN113198872
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.P. Express Service, Inc.)

Sponsor-wide plan assets over time

All J.P. 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. 01000200030004000 02004006008001000 Total assets ($M) Participants J.P. Express Employee Stock Ownership Plan, Total assets ($M): 59.692423 · Participants: 244J.P. Express Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. 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 Superior Tank Lines Employee Stock Ownership Plan in CA ($60M); by covered participants it is L & H Company, Inc. Employee Stock Ownership Plan and Trust in IL (244 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. 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 2024? ▼
J.P. Express Employee Stock Ownership Plan grew at a solid clip - up 7.8% during 2024, from $55M to $60M. Reported net income was $5M.
How have J.P. Express Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.P. 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 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Superior Tank Lines Employee Stock Ownership Plan in CA ($60M, 333 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 L & H Company, Inc. Employee Stock Ownership Plan and Trust in IL (244 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.