ESOP · DOL Form 5500 · 2023

S.F. Advance Transportation Services, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
35th
Percentile by assets National rank
$179,375
Avg per participant Above avg balance/head
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Official DOL plan name: Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by S.F. Advance Transportation Services, Inc. · Minnesota · Transportation & Warehousing

$3M in assets, 16 participants

S.F. Advance Transportation Services, Inc.'s Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust reported $3M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,155 in Transportation & Warehousing (3,362 peers)

What the 2023 filing shows

Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust holds $3M for 16 participants - about $179,375 per participant, in the lower half of filed plans by assets.

#1,155
in Transportation & Warehousing (3,362 peers)
+3.8%
assets growth YoY

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

Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,869,995 35th percentile higher than 35% of 127,068 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 2023

Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $379K in the plan year 2022 filing to $243K in the plan year 2023 filing.
  • Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 15 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411436361 · S.F. Advance Transportation Services, Inc. PY 2023 · ESOP

Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust · $3M · 16 · 35th

  • EOY $3M
  • 5500 16
  • ASSETS 35th
  • PCT ESOP
  • EIN near Heirloom Traditions Paint Employee Stock Ownership Plan
  • RANK ind #1155

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 →

Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Sperry & Associates, Inc. Employee Stock Ownership PlanSperry & Associates, Inc. Em…$3MSf Advance Transportation Services, Inc. Employee Stock Ownership Plan and TrustSf Advance Transportation Se…$3MHeirloom Traditions Paint Employee Stock Ownership PlanHeirloom Traditions Paint Em…$3MTri-County Auto Group, Inc. Employee Stock Ownership PlanTri-County Auto Group, Inc. …$3MBlue Ridge Employees Stock Ownership PlanBlue Ridge Employees Stock O…$3M
End-of-year total assets ($M) among Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$243K
Employer EIN411436361
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S.F. Advance Transportation Services, Inc.)

Sponsor-wide plan assets over time

All S.F. Advance Transportation Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.083320587266444% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M$3M 202220232024 $2.77M $2.54M ▼ -8.3%
Year Plans Participants Total Assets
2022 1 15 $3M
2023 1 16 $3M
2024 1 16 $3M

Nearby ESOP Plans in Minnesota

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

Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 2.869995 · Participants: 16Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Sf Advance Transportation Services, 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 Heirloom Traditions Paint Employee Stock Ownership Plan in KY ($3M); by covered participants it is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 3.8% during 2023, from $3M to $3M. Reported net income was $243K.
How have S.F. Advance Transportation Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.F. Advance Transportation Services, Inc.'s sponsor-wide assets declined 8.1%, from $3M to $3M.
Which ESOP plans are similar in size to Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Heirloom Traditions Paint Employee Stock Ownership Plan in KY ($3M, 17 participants).
Which ESOP plans cover a similar participant headcount to Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411436361.

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.