ESOP · DOL Form 5500 · 2022

Bastian Trucking, Inc. ESOP

Data updated 2026-08-25

$631K
Total assets Small plan by assets
12
Participants Small participant base
20th
Percentile by assets National rank
$52,612
Avg per participant Low balance/head
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Official DOL plan name: Bastian Trucking, Inc Employee Stock Ownership Plan · Sponsored by Bastian Trucking, Inc. · Utah · Transportation & Warehousing

$631K in assets, 12 participants

Bastian Trucking, Inc.'s Bastian Trucking, Inc Employee Stock Ownership Plan reported $631K in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

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

Bastian Trucking, Inc. multi-year trail

Bastian Trucking, Inc.'s plans moved +61.5% in assets from 2022 to 2024; this filing shows Bastian Trucking, Inc Employee Stock Ownership Plan at $631K / 12 participants.

#774
in Transportation & Warehousing (3,876 peers)
+26.7%
assets growth YoY

Bastian Trucking, Inc Employee Stock Ownership Plan among the smaller filed plans by assets

Bastian Trucking, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$631,338 20th percentile higher than 20% 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

Bastian Trucking, 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. Bastian Trucking, Inc Employee Stock Ownership Plan is a small filing (12 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 870417610 · Bastian Trucking, Inc. PY 2022 · ESOP

Bastian Trucking, Inc Employee Stock Ownership Plan · $631K · 12 · 20th

  • BOOK $631K
  • VS-ST 12
  • BOY 20th
  • SCH ESOP
  • EBSA near Retirement Planning Services, Inc. Employee Stock Ownership Plan
  • PART ind #774

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 Utah →

Bastian Trucking, Inc Employee Stock Ownership Plan in the asset neighbourhood

Bastian Trucking, Inc Employee Stock Ownership PlanBastian Trucking, Inc Employ…$631KRetirement Planning Services, Inc. Employee Stock Ownership PlanRetirement Planning Services…$630KEbby Halliday, Inc. Profit Sharing PlanEbby Halliday, Inc. Profit S…$630KMl Dewane Inc ESOP Plan and TrustMl Dewane Inc ESOP Plan and …$628KMnx Innovations, Ltd. Employee Stock Ownership Plan and TrustMnx Innovations, Ltd. Employ…$626K
End-of-year total assets ($M) among Bastian Trucking, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Bastian Trucking, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bastian Trucking, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 61.516176754765276% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.63M $1.02M ▲ +61.9%
Year Plans Participants Total Assets
2022 1 12 $631K
2023 1 11 $887K
2024 1 13 $1M

Bastian Trucking, Inc. filing trail (2022)

Total Assets (Beginning of Year)$498K
Net Assets (End of Year)$631K
Net Income$133K
Employer EIN870417610
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Utah

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

Bastian Trucking, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -50050100150 Total assets ($M) Participants Bastian Trucking, Inc Employee Stock Ownership Plan, Total assets ($M): 0.631338 · Participants: 12Bastian Trucking, Inc Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 100.217205 · Participants: 33Fj Management Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 97.600451 · Participants: 492Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.504943 · Participants: 473Rocky Mountain Atv, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 60.628689 · Participants: 650Whitaker Construction Co., Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 32.233096 · Participants: 108Central Milling Employee Stock Ownership Plan and Trust
Bastian Trucking, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Bastian Trucking, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Bastian Trucking, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Retirement Planning Services, Inc. Employee Stock Ownership Plan in CO ($630K); by covered participants it is Estructure Inc. Employee Stock Ownership Plan in CA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Bastian Trucking, Inc Employee Stock Ownership Plan assets move in 2022? ▼
Bastian Trucking, Inc Employee Stock Ownership Plan grew sharply - up 26.7% during 2022, from $498K to $631K. Reported net income was $133K.
How have Bastian Trucking, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bastian Trucking, Inc.'s sponsor-wide assets grew 61.5%, from $631K to $1M.
Where does Bastian Trucking, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bastian Trucking, Inc Employee Stock Ownership Plan ranks in the 20th 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 Bastian Trucking, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Retirement Planning Services, Inc. Employee Stock Ownership Plan in CO ($630K, 43 participants).
Which ESOP plans cover a similar participant headcount to Bastian Trucking, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Estructure Inc. Employee Stock Ownership Plan in CA (12 participants, $890K 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 870417610.

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.