ESOP · DOL Form 5500 · 2022

Michaels Transportation Services, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
137
Participants Small participant base
62nd
Percentile by assets National rank
$63,727
Avg per participant Low balance/head
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Official DOL plan name: Michael's Transportation Service, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Michaels Transportation Services, Inc. · California · Transportation & Warehousing

$9M in assets, 137 participants

Michaels Transportation Services, Inc.'s Michael's Transportation Service, Inc. Employee Stock Ownership Plan and Trust reported $9M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #2,513 in Transportation & Warehousing (3,876 peers)

Coverage in California

Michael's Transportation Service, Inc. Employee Stock Ownership Plan and Trust covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $9M.

#2,513
in Transportation & Warehousing (3,876 peers)
+6.3%
assets growth YoY

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

Michael's Transportation Service, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$8,730,582 Top 38% higher than 62% 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

Michael's Transportation Service, 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. Michael's Transportation Service, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (137 participants).

DOL schedule card

Filing strip 680467732 · Michaels Transportation Services, Inc. PY 2022 · ESOP

Michael's Transportation Service, Inc. Employee Stock Ownership Plan and Trust · $9M · 137 · 62nd

  • BOY $9M
  • BOY 137
  • BOY 62nd
  • BOY ESOP
  • BOY near Anchor Paper Company Employee Stock Ownership Plan & Trust
  • BOY ind #2513

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 California →

Michael's Transportation Service, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Bna Bank Employee Stock Ownership PlanBna Bank Employee Stock Owne…$9MWeldon Machine Tool, Inc. Employee Stock Ownership PlanWeldon Machine Tool, Inc. Em…$9MMichael's Transportation Service, Inc. Employee Stock Ownership Plan and TrustMichael's Transportation Ser…$9MAnchor Paper Company Employee Stock Ownership Plan & TrustAnchor Paper Company Employe…$9MPeck's Market, Inc. Employee Stock Ownership PlanPeck's Market, Inc. Employee…$9M
End-of-year total assets ($M) among Michael's Transportation Service, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income$753K
Employer EIN680467732
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Michaels Transportation Services, Inc.)

Sponsor-wide plan assets over time

All Michaels Transportation Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 24.103295748210144% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.73M $10.8M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 137 $9M
2023 1 135 $10M
2024 1 122 $11M

Nearby ESOP Plans in California

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

Michael's Transportation Service, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Michael's Transportation Service, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.008730582 · Participants: 137Michael's Transportation Service, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Michael's Transportation Service, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Michael's Transportation Service, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Anchor Paper Company Employee Stock Ownership Plan & Trust in MN ($9M); by covered participants it is Renew Energy, Inc. Employee Stock Ownership Plan in SD (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Michael's Transportation Service, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Michael's Transportation Service, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 6.3% during 2022, from $8M to $9M. Reported net income was $753K.
How have Michaels Transportation Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michaels Transportation Services, Inc.'s sponsor-wide assets grew 24.1%, from $9M to $11M.
Which ESOP plans are similar in size to Michael's Transportation Service, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Anchor Paper Company Employee Stock Ownership Plan & Trust in MN ($9M, 63 participants).
Which ESOP plans cover a similar participant headcount to Michael's Transportation Service, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Renew Energy, Inc. Employee Stock Ownership Plan in SD (137 participants, $819K 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 680467732.

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.