ESOP · DOL Form 5500 · 2023

Bagshaw Trucking, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
63
Participants Small participant base
59th
Percentile by assets National rank
$159,808
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bagshaw Trucking, Inc. Employee Stock Ownership Plan · Sponsored by Bagshaw Trucking, Inc. · Indiana · Transportation & Warehousing

$10M in assets, 63 participants

Bagshaw Trucking, Inc.'s Bagshaw Trucking, Inc. Employee Stock Ownership Plan reported $10M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #1,995 in Transportation & Warehousing (3,362 peers)

What the 2023 filing shows

Bagshaw Trucking, Inc. Employee Stock Ownership Plan holds $10M for 63 participants - about $159,808 per participant, above the median plan by assets.

#1,995
in Transportation & Warehousing (3,362 peers)
+2.1%
assets growth YoY

Bagshaw Trucking, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

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

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

$10,067,915 Top 41% higher than 59% 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

Bagshaw Trucking, Inc. Employee 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. Bagshaw Trucking, Inc. Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bagshaw Trucking, Inc. Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to $615K in the plan year 2023 filing.
  • Bagshaw Trucking, Inc. Employee Stock Ownership Plan reported participants fell from 72 in the plan year 2022 filing to 63 in the plan year 2023 filing.
  • Bagshaw Trucking, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351691229 · Bagshaw Trucking, Inc. PY 2023 · ESOP

Bagshaw Trucking, Inc. Employee Stock Ownership Plan · $10M · 63 · 59th

  • EOY $10M
  • EOY 63
  • EOY 59th
  • EOY ESOP
  • EOY near Karlen Williams Graybill Advertising Employee Stock Ownership Plan
  • EOY ind #1995

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 Indiana →

Bagshaw Trucking, Inc. Employee Stock Ownership Plan in the asset neighbourhood

National Wire and Cable Corporation Employee Stock Ownership PlanNational Wire and Cable Corp…$10MBagshaw Trucking, Inc. Employee Stock Ownership PlanBagshaw Trucking, Inc. Emplo…$10MKarlen Williams Graybill Advertising Employee Stock Ownership PlanKarlen Williams Graybill Adv…$10MHaven Building Products Employee Stock Ownership PlanHaven Building Products Empl…$10MIci Services Corporation ESOP$10M
End-of-year total assets ($M) among Bagshaw Trucking, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)-$2M
Net Income$615K
Employer EIN351691229
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bagshaw Trucking, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$9M 6.501364403603755% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M 202220232024 $9.86M $9.22M ▼ -6.5%
Year Plans Participants Total Assets
2022 1 72 $10M
2023 1 63 $10M
2024 1 62 $9M

Nearby ESOP Plans in Indiana

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

Bagshaw Trucking, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Bagshaw Trucking, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010067915 · Participants: 63Bagshaw Trucking, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Bagshaw Trucking, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Bagshaw Trucking, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Karlen Williams Graybill Advertising Employee Stock Ownership Plan in NY ($10M); by covered participants it is The First National Bank Employee Stock Ownership Plan in IL (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Bagshaw Trucking, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Bagshaw Trucking, Inc. Employee Stock Ownership Plan edged up modestly - up 2.1% during 2023, from $10M to $10M. Reported net income was $615K.
How have Bagshaw Trucking, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bagshaw Trucking, Inc.'s sponsor-wide assets declined 6.5%, from $10M to $9M.
Which ESOP plans are similar in size to Bagshaw Trucking, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Karlen Williams Graybill Advertising Employee Stock Ownership Plan in NY ($10M, 35 participants).
Which ESOP plans cover a similar participant headcount to Bagshaw Trucking, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The First National Bank Employee Stock Ownership Plan in IL (63 participants, $355 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 351691229.

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.