ESOP · DOL Form 5500 · 2023

Send Transportation, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
25
Participants Small participant base
39th
Percentile by assets National rank
$147,399
Avg per participant Above avg balance/head
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Official DOL plan name: Send Transportation, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Send Transportation, Inc. · Oregon · Transportation & Warehousing

$4M in assets, 25 participants

Send Transportation, Inc.'s Send Transportation, Inc. Employee Stock Ownership Plan and Trust reported $4M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,296 in Transportation & Warehousing (3,362 peers)

Send Transportation, Inc. multi-year trail

Send Transportation, Inc.'s plans moved +11.2% in assets from 2022 to 2024; this filing shows Send Transportation, Inc. Employee Stock Ownership Plan and Trust at $4M / 25 participants.

#1,296
in Transportation & Warehousing (3,362 peers)
+6.5%
assets growth YoY

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

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

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

$3,684,982 39th percentile higher than 39% 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

Send Transportation, 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. Send Transportation, Inc. Employee Stock Ownership Plan and Trust is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Send Transportation, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$778K in the plan year 2022 filing to $279K in the plan year 2023 filing.
  • Send Transportation, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 23 in the plan year 2022 filing to 25 in the plan year 2023 filing.
  • Send Transportation, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 760844354 · Send Transportation, Inc. PY 2023 · ESOP

Send Transportation, Inc. Employee Stock Ownership Plan and Trust · $4M · 25 · 39th

  • 5500 $4M
  • 5500 25
  • 5500 39th
  • 5500 ESOP
  • 5500 near Pacwest Instrument Labs, Inc. ESOP
  • 5500 ind #1296

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 Oregon →

Send Transportation, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Sol Lewis Engineering Company Employee Stock Ownership PlanSol Lewis Engineering Compan…$4MBlue Ridge Paint, Inc. Employee Stock Ownership PlanBlue Ridge Paint, Inc. Emplo…$4MSend Transportation, Inc. Employee Stock Ownership Plan and TrustSend Transportation, Inc. Em…$4MPacwest Instrument Labs, Inc. ESOPPacwest Instrument Labs, Inc…$4MPlexus Scientific Corporation Employee Stock Ownership PlanPlexus Scientific Corporatio…$4M
End-of-year total assets ($M) among Send Transportation, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Send Transportation, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Send Transportation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.215727088753976% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M 202220232024 $3.46M $3.85M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 23 $3M
2023 1 25 $4M
2024 1 18 $4M

Send Transportation, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income$279K
Employer EIN760844354
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Send Transportation, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Send Transportation, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 3.684982 · Participants: 25Send Transportation, Inc. Employee Stock Ownership Plan and TrustBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Send Transportation, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Send Transportation, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Send Transportation, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Pacwest Instrument Labs, Inc. ESOP in CA ($4M); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Send Transportation, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Send Transportation, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 6.5% during 2023, from $3M to $4M. Reported net income was $279K.
How have Send Transportation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Send Transportation, Inc.'s sponsor-wide assets grew 11.2%, from $3M to $4M.
Which ESOP plans are similar in size to Send Transportation, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Pacwest Instrument Labs, Inc. ESOP in CA ($4M, 52 participants).
Which ESOP plans cover a similar participant headcount to Send Transportation, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants, $3M 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 760844354.

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.