ESOP · DOL Form 5500 · 2022

Pinole Valley Trucking, Inc. ESOP

Data updated 2026-08-25

$242K
Total assets Small plan by assets
11
Participants Small participant base
12th
Percentile by assets National rank
$22,042
Avg per participant Low balance/head
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Official DOL plan name: Pvt Employee Stock Ownership Plan · Sponsored by Pinole Valley Trucking, Inc. · California · Transportation & Warehousing

$242K in assets, 11 participants

Pinole Valley Trucking, Inc.'s Pvt Employee Stock Ownership Plan reported $242K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

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

2022 asset change

Pvt Employee Stock Ownership Plan contracted severely 43.9% in 2022 ($432K → $242K) for 11 participants.

#443
in Transportation & Warehousing (3,876 peers)
-43.9%
assets change YoY

The plan reported a net loss of $189K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pvt Employee Stock Ownership Plan among the smaller filed plans by assets

Pvt Employee Stock Ownership Plan vs every filed plan by assets

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

$242,457 12th percentile higher than 12% 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

Pvt 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. Pvt Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

DOL schedule card

Filing strip 942258581 · Pinole Valley Trucking, Inc. PY 2022 · ESOP

Pvt Employee Stock Ownership Plan · $242K · 11 · 12th

  • BOOK $242K
  • BOOK 11
  • BOOK 12th
  • BOOK ESOP
  • BOOK near Horst Distributing, Inc. Employee Stock Ownership Plan
  • BOOK ind #443

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 →

Pvt Employee Stock Ownership Plan in the asset neighbourhood

Pvt Employee Stock Ownership PlanPvt Employee Stock Ownership…$242KHorst Distributing, Inc. Employee Stock Ownership PlanHorst Distributing, Inc. Emp…$242KRwd Investment Trust$242KESOP Partners Employee Stock Ownership PlanESOP Partners Employee Stock…$241KSouthwest Georgia Financial Corporation Employee Stock Ownership PlanSouthwest Georgia Financial …$239K
End-of-year total assets ($M) among Pvt Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pinole Valley Trucking, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Pinole Valley Trucking, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.1M$0.2M$0.3M 20222023 $0.24M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 11 $242K
2023 1 2 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$432K
Net Assets (End of Year)$242K
Net Income-$189K
Employer EIN942258581
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Pvt Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Pvt Employee Stock Ownership Plan, Total assets ($B): 0.000242457 · Participants: 11Pvt Employee Stock Ownership PlanParsons 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
Pvt Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Pvt Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Horst Distributing, Inc. Employee Stock Ownership Plan in WI ($242K); by covered participants it is Alaska Litho, Inc Employee Stock Ownership Plan in AK (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Pvt Employee Stock Ownership Plan assets move in 2022?
Pvt Employee Stock Ownership Plan contracted severely - down 43.9% during 2022, from $432K to $242K. Reported net income was -$189K.
Where does Pvt Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Pvt Employee Stock Ownership Plan ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Pvt Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Horst Distributing, Inc. Employee Stock Ownership Plan in WI ($242K, 4 participants).
Which ESOP plans cover a similar participant headcount to Pvt Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Alaska Litho, Inc Employee Stock Ownership Plan in AK (11 participants, $171K in assets).