ESOP · DOL Form 5500 · 2022
J&r Schugel Holding, Inc. ESOP
Data updated 2026-08-11
- $73M
- Total assets
- 578
- Participants
- 91st
- Percentile by assets
- $126,316
- Avg per participant
Official DOL plan name: J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust · Sponsored by J&r Schugel Holding, Inc. · Minnesota · Transportation & Warehousing
$73M in assets, 578 participants
J&r Schugel Holding, Inc.'s J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust reported $73M in total assets and 578 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #3,465 in Transportation & Warehousing (3,876 peers)
Where J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust sits by assets
J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust sits in the top 10% of all filed plans by assets, $73M for 578 participants (~$126,316/participant), down 3.8% in 2022.
- $73M
- total plan assets (2022 EOY)
- 578
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $126,316
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust vs the 2022 asset distribution
By assets, J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | -$3M |
| Employer EIN | 411239449 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J&r Schugel Holding, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,417 | $81M |
| 2023 | 2 | 1,378 | $79M |
| 2024 | 2 | 1,351 | $71M |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
- Andersen Corporation Employee Stock Ownership Plan $647M · 9,416
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $486M · 4,373
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $400M · 801
- Force America Inc. Employee Stock Ownership Plan $333M · 359
- Polaris Inc. Employee Stock Ownership Plan $313M · 7,981
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
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Ways to act on J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
- J&r Schugel Holding, Inc.'s sponsor-wide assets have declined 11.7% since 2022 across 3 plan years on file. More Transportation & Warehousing plans