ESOP · DOL Form 5500 · 2022

Sdr Transportation Holdings, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
19
Participants Small participant base
50th
Percentile by assets National rank
$259,127
Avg per participant Above avg balance/head
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Official DOL plan name: Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Sdr Transportation Holdings, Inc. · Tennessee · Wholesale Trade

$5M in assets, 19 participants

Sdr Transportation Holdings, Inc.'s Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan reported $5M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,612 in Wholesale Trade (6,843 peers)

Sdr Transportation Holdings, Inc. multi-year trail

Sdr Transportation Holdings, Inc.'s plans moved -80.7% in assets from 2022 to 2024; this filing shows Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan at $5M / 19 participants.

#2,612
in Wholesale Trade (6,843 peers)
-37.8%
assets change YoY

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.

Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,923,407 Top 50% higher than 50% 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

Sdr Transportation Holdings, 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. Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 813446372 · Sdr Transportation Holdings, Inc. PY 2022 · ESOP

Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan · $5M · 19 · 50th

  • PCT $5M
  • PCT 19
  • PCT 50th
  • PCT ESOP
  • PCT near Creativemc Employee Stock Ownership Plan
  • PCT ind #2612

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 Tennessee →

Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Armstrong Consultants, Inc. Employee Stock Ownership PlanArmstrong Consultants, Inc. …$5MSdr Transportation Holdings, Inc. Employee Stock Ownership PlanSdr Transportation Holdings,…$5MCreativemc Employee Stock Ownership PlanCreativemc Employee Stock Ow…$5MUsi Employee Stock Ownership PlanUsi Employee Stock Ownership…$5MMiddleton & Company, Inc. Employee Stock Ownership PlanMiddleton & Company, Inc. Em…$5M
End-of-year total assets ($M) among Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Sdr Transportation Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sdr Transportation Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$948K 80.74164902475054% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $4.92M $0.95M ▼ -80.7%
Year Plans Participants Total Assets
2022 1 19 $5M
2023 1 20 $2M
2024 1 15 $948K

Sdr Transportation Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)-$9M
Net Income-$3M
Employer EIN813446372
Plan Effective Date2016-08-05
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Tennessee

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

Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.923407 · Participants: 19Sdr Transportation Holdings, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 448.826239 · Participants: 312Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 199.960184 · Participants: 184Zander Group Holdings, Inc. Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.475903 · Participants: 5053ls, Inc. Employee Stock Ownership PlanPaladin Capital, Inc. ESOP, Total assets ($M): 99.01375 · Participants: 3771Paladin Capital, Inc. ESOPChurchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.135811 · Participants: 512Churchill Holdings, Inc. Employee Stock Ownership Plan
Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Creativemc Employee Stock Ownership Plan in CA ($5M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan contracted severely - down 37.8% during 2022, from $8M to $5M. Reported net income was -$3M.
How have Sdr Transportation Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sdr Transportation Holdings, Inc.'s sponsor-wide assets declined 80.7%, from $5M to $948K.
Which ESOP plans are similar in size to Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Creativemc Employee Stock Ownership Plan in CA ($5M, 26 participants).
Which ESOP plans cover a similar participant headcount to Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (19 participants, $730K 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 813446372.

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.