Other
2023 plan-year Other DOL Form 5500

Superior Tank Lines Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by So. Cal Petroleum Transport Dba Β· California Β· Transportation & Warehousing

What the 2023 filing shows

Superior Tank Lines Employee Stock Ownership Plan holds $63M for 320 participants - about $197,325 per participant, up 24.1% over the 2023 plan year.

$63M
total plan assets (2023 EOY)
320
covered participants
$197,325
avg assets per participant
+24.1%
assets growth YoY
Total Assets (2023)
$63M
Participants
320
State
Industry
Transportation & Warehousing

What the Filing Says About Superior Tank Lines Employee Stock Ownership Plan

Superior Tank Lines Employee Stock Ownership Plan is a Other retirement plan sponsored by So. Cal Petroleum Transport Dba, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $63M in total end-of-year assets and covers 320 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 330979846, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $51M at the beginning of 2023 to $63M at year-end β€” a gain of 24.1%. Net assets (after liabilities) closed the year at $24M, with reported net income of $23M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$51M
Total Assets (End of Year)$63M
Net Assets (End of Year)$24M
Net Income$23M
Plan TypeOther
Employer EIN330979846
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (So. Cal Petroleum Transport Dba)

Year Plans Participants Total Assets
2022 2 518 $57M
2023 2 628 $71M
2024 2 649 $69M

Nearby Other Plans in California

Peer Other plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Superior Tank Lines Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Superior Tank Lines Employee Stock Ownership Plan holds $63M in total assets with 320 participants. It is sponsored by So. Cal Petroleum Transport Dba.
What type of plan is Superior Tank Lines Employee Stock Ownership Plan?
Superior Tank Lines Employee Stock Ownership Plan is a Other plan. It has been effective since 2019-01-01. The plan is filed with the U.S. Department of Labor under EIN 330979846.
Who sponsors the Superior Tank Lines Employee Stock Ownership Plan?
Superior Tank Lines Employee Stock Ownership Plan is sponsored by So. Cal Petroleum Transport Dba, located in California. The sponsor's EIN is 330979846 and the plan operates in the Transportation & Warehousing industry.
How did Superior Tank Lines Employee Stock Ownership Plan perform in 2023?
Superior Tank Lines Employee Stock Ownership Plan grew by 24.1% during 2023, moving from $51M to $63M in total assets. Net income was $23M.
Where can I find official filings for Superior Tank Lines Employee Stock Ownership Plan?
Official Form 5500 filings for Superior Tank Lines Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 330979846 or plan name at efast.dol.gov.
How does Superior Tank Lines Employee Stock Ownership Plan compare to other plans?
You can compare Superior Tank Lines Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 330979846.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.