ESOP · DOL Form 5500 · 2023

Daniels Holding Co., Inc. ESOP

Data updated 2026-08-25

$55M
Total assets Below avg plan size
158
Participants Small participant base
86th
Percentile by assets National rank
$345,680
Avg per participant High balance/head
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Official DOL plan name: Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Daniels Holding Co., Inc. · Minnesota · Transportation & Warehousing

$55M in assets, 158 participants

Daniels Holding Co., Inc.'s Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust reported $55M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,838 in Transportation & Warehousing (3,362 peers)

Coverage in Minnesota

Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust covers 158 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $55M.

#2,838
in Transportation & Warehousing (3,362 peers)
+7.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$54,617,407 Top 14% higher than 86% 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

Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 141 in the plan year 2022 filing to 158 in the plan year 2023 filing.
  • Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $51M in the plan year 2022 filing to $55M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 753012117 · Daniels Holding Co., Inc. PY 2023 · ESOP

Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust · $55M · 158 · 86th

  • PHOTO $55M
  • IND 158
  • EOY 86th
  • 5500 ESOP
  • ASSETS near Virginia Systems and Technology, Inc. Profit Sharing Plan
  • PCT ind #2838

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 →

Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Triad Manufacturing, Inc. Employee Stock Ownership PlanTriad Manufacturing, Inc. Em…$55MVirginia Systems and Technology, Inc. Profit Sharing PlanVirginia Systems and Technol…$55MLong Haul Trucking, Inc. Employee Stock Ownership Plan and TrustLong Haul Trucking, Inc. Emp…$55MLunseth Plumbing and Heating Co. ESOPLunseth Plumbing and Heating…$55MPaper Machinery Holding Corporation Employee Stock Ownership PlanPaper Machinery Holding Corp…$54M
End-of-year total assets ($M) among Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$53M
Net Income$4M
Employer EIN753012117
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Daniels Holding Co., Inc.)

Sponsor-wide plan assets over time

All Daniels Holding Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 9.570559418728541% vs 2022
2024 filing year
$50M$52M$54M$56M$58M 202220232024 $51M $55.9M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 141 $51M
2023 1 158 $55M
2024 1 147 $56M

Nearby ESOP Plans in Minnesota

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

Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02004006008001000 Total assets ($M) Participants Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 54.617407 · Participants: 158Long Haul Trucking, 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
Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Long Haul Trucking, 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 Virginia Systems and Technology, Inc. Profit Sharing Plan in VA ($55M); by covered participants it is Mid-State Consultants, Inc. Employee Stock Ownership Plan in UT (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 7.0% during 2023, from $51M to $55M. Reported net income was $4M.
How have Daniels Holding Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniels Holding Co., Inc.'s sponsor-wide assets grew 9.6%, from $51M to $56M.
Where does Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Virginia Systems and Technology, Inc. Profit Sharing Plan in VA ($55M, 186 participants).
Which ESOP plans cover a similar participant headcount to Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mid-State Consultants, Inc. Employee Stock Ownership Plan in UT (158 participants, $12M 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 753012117.

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.