ESOP · DOL Form 5500 · 2022

J&r Schugel Holding, Inc. ESOP

Data updated 2026-08-25

$73M
Total assets Below avg plan size
578
Participants Below avg headcount
91st
Percentile by assets National rank
$126,316
Avg per participant Near avg balance/head
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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.

  • #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.

#3,465
in Transportation & Warehousing (3,876 peers)
-3.8%
assets change YoY
0.7×
vs typical plan assets (national mean)

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's outsized position by total assets

J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$73,010,366 Top 9% higher than 91% 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

J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (578 participants).

Plan-year Form 5500 strip

Filing strip 411239449 · J&r Schugel Holding, Inc. PY 2022 · ESOP

J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust · $73M · 578 · 91st

  • TYPE $73M
  • NET 578
  • BOOK 91st
  • VS-ST ESOP
  • BOY near Greenbee Employee Stock Ownership Plan
  • SCH ind #3465

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 Minnesota →

J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Food Authority Employee Stock Ownership PlanFood Authority Employee Stoc…$73MJ&r Schugel Trucking, Inc. Employee Stock Ownership Plan and TrustJ&r Schugel Trucking, Inc. E…$73MGreenbee Employee Stock Ownership PlanGreenbee Employee Stock Owne…$73MGreat Lakes Construction Co. Employee Stock Ownership PlanGreat Lakes Construction Co.…$73MProvident Bank Employee Stock Ownership PlanProvident Bank Employee Stoc…$73M
End-of-year total assets ($M) among J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$70M
Net Income-$3M
Employer EIN411239449
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J&r Schugel Holding, Inc.)

Sponsor-wide plan assets over time

All J&r Schugel Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$71M 11.661830518020196% vs 2022
2024 filing year
$70M$75M$80M$85M 202220232024 $80.9M $71.5M ▼ -11.7%
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 Scatter plot of 6 data points. -20000200040006000800010000 0200400600800 Total assets ($M) Participants J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 73.010366 · Participants: 578J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Greenbee Employee Stock Ownership Plan in CA ($73M); by covered participants it is Preferred Pump & Equipment Employee Stock Ownership Plan in TX (579 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (578 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 J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust edged down modestly - down 3.8% during 2022, from $76M to $73M. Reported net income was -$3M.
How have J&r Schugel Holding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J&r Schugel Holding, Inc.'s sponsor-wide assets declined 11.7%, from $81M to $71M.
Where does J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Greenbee Employee Stock Ownership Plan in CA ($73M, 376 participants).
Which ESOP plans cover a similar participant headcount to J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Preferred Pump & Equipment Employee Stock Ownership Plan in TX (579 participants, $162M 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 411239449.

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.