ESOP · DOL Form 5500 · 2022

Bagshaw Trucking, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
72
Participants Small participant base
65th
Percentile by assets National rank
$136,904
Avg per participant Near avg balance/head
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Official DOL plan name: Bagshaw Trucking, Inc. Employee Stock Ownership Plan · Sponsored by Bagshaw Trucking, Inc. · Indiana · Transportation & Warehousing

$10M in assets, 72 participants

Bagshaw Trucking, Inc.'s Bagshaw Trucking, Inc. Employee Stock Ownership Plan reported $10M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #2,595 in Transportation & Warehousing (3,876 peers)

2022 asset change

Bagshaw Trucking, Inc. Employee Stock Ownership Plan surged 136.4% in 2022 ($4M → $10M) for 72 participants.

#2,595
in Transportation & Warehousing (3,876 peers)
+136.4%
assets growth 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.

Bagshaw Trucking, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Bagshaw Trucking, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,857,054 Top 35% higher than 65% of 139,123 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 2022

Bagshaw Trucking, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bagshaw Trucking, Inc. Employee Stock Ownership Plan is a small filing (72 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 351691229 · Bagshaw Trucking, Inc. PY 2022 · ESOP

Bagshaw Trucking, Inc. Employee Stock Ownership Plan · $10M · 72 · 65th

  • EBSA $10M
  • EBSA 72
  • EBSA 65th
  • EBSA ESOP
  • EBSA near Floturn, Inc Employee Stock Ownership Plan
  • EBSA ind #2595

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 Indiana →

Bagshaw Trucking, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ids Engineering Group, Inc. Employee Stock Ownership PlanIds Engineering Group, Inc. …$10MFloturn, Inc Employee Stock Ownership PlanFloturn, Inc Employee Stock …$10MGrand River Rubber and Plastics Company Employee Stock Ownership PlanGrand River Rubber and Plast…$10MBagshaw Trucking, Inc. Employee Stock Ownership PlanBagshaw Trucking, Inc. Emplo…$10MFederal Schedules, Inc. Employee Stock Ownership PlanFederal Schedules, Inc. Empl…$10M
End-of-year total assets ($M) among Bagshaw Trucking, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Bagshaw Trucking, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Bagshaw Trucking, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 6.501364403603755% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M 202220232024 $9.86M $9.22M ▼ -6.5%
Year Plans Participants Total Assets
2022 1 72 $10M
2023 1 63 $10M
2024 1 62 $9M

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$2M
Net Income-$4M
Employer EIN351691229
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Bagshaw Trucking, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Bagshaw Trucking, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009857054 · Participants: 72Bagshaw Trucking, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Bagshaw Trucking, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Bagshaw Trucking, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Floturn, Inc Employee Stock Ownership Plan in OH ($10M); by covered participants it is Morrissey, Inc. Employee Stock Ownership Plan in MN (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bagshaw Trucking, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Bagshaw Trucking, Inc. Employee Stock Ownership Plan surged - up 136.4% during 2022, from $4M to $10M. Reported net income was -$4M.
How have Bagshaw Trucking, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bagshaw Trucking, Inc.'s sponsor-wide assets declined 6.5%, from $10M to $9M.
Which ESOP plans are similar in size to Bagshaw Trucking, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Floturn, Inc Employee Stock Ownership Plan in OH ($10M, 84 participants).
Which ESOP plans cover a similar participant headcount to Bagshaw Trucking, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Morrissey, Inc. Employee Stock Ownership Plan in MN (72 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351691229.

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.