ESOP · DOL Form 5500 · 2023

Rodriguez Transportation Group, Inc ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
40
Participants Small participant base
45th
Percentile by assets National rank
$128,454
Avg per participant Near avg balance/head
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Official DOL plan name: Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan · Sponsored by Rodriguez Transportation Group, Inc · Texas · Professional & Technical Services

$5M in assets, 40 participants

Rodriguez Transportation Group, Inc's Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan reported $5M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,688 in Professional & Technical Services (20,321 peers)

Rodriguez Transportation Group, Inc multi-year trail

Rodriguez Transportation Group, Inc's plans moved +36.3% in assets from 2022 to 2024; this filing shows Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan at $5M / 40 participants.

#8,688
in Professional & Technical Services (20,321 peers)
+30.2%
assets growth YoY

Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan vs every filed plan by assets

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

$5,138,172 45th percentile higher than 45% 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

Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan reported net income rose from $757K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742776874 · Rodriguez Transportation Group, Inc PY 2023 · ESOP

Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan · $5M · 40 · 45th

  • RANK $5M
  • PHOTO 40
  • IND 45th
  • EOY ESOP
  • 5500 near Ed&t Employee Stock Ownership Plan
  • ASSETS ind #8688

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 Texas →

Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan in the asset neighbourhood

Rodriguez Transportation Group, Inc. Ee Stock Ownership PlanRodriguez Transportation Gro…$5MEd&t Employee Stock Ownership PlanEd&t Employee Stock Ownershi…$5MJohn W. Abbott Construction Company, Inc. Employee Stock Ownership PlanJohn W. Abbott Construction …$5MOpportunities for Positive Growth, Inc. Employee Stock Ownership PlanOpportunities for Positive G…$5MVsi Employee Stock Ownership PlanVsi Employee Stock Ownership…$5M
End-of-year total assets ($M) among Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Rodriguez Transportation Group, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Rodriguez Transportation Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 36.31006160268321% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.95M $5.38M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 40 $4M
2023 1 40 $5M
2024 1 44 $5M

Rodriguez Transportation Group, Inc filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN742776874
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan, Total assets ($B): 0.005138172 · Participants: 40Rodriguez Transportation Group, Inc. Ee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan side-by-side with 3 peers →

Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Ed&t Employee Stock Ownership Plan in SC ($5M); by covered participants it is Churchville Fire Equipment Corp. Employee Stock Ownership Plan in NY (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan assets move in 2023? ▼
Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan surged - up 30.2% during 2023, from $4M to $5M. Reported net income was $1M.
How have Rodriguez Transportation Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rodriguez Transportation Group, Inc's sponsor-wide assets grew 36.3%, from $4M to $5M.
Which ESOP plans are similar in size to Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ed&t Employee Stock Ownership Plan in SC ($5M, 66 participants).
Which ESOP plans cover a similar participant headcount to Rodriguez Transportation Group, Inc. Ee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Churchville Fire Equipment Corp. Employee Stock Ownership Plan in NY (40 participants, $2M 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 742776874.

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.