ESOP · DOL Form 5500 · 2023
Deluxe Trailer Supply, Inc. ESOP
Data updated 2026-08-11
- $829K
- Total assets
- 4
- Participants
- 22nd
- Percentile by assets
- $207,319
- Avg per participant
Official DOL plan name: Deluxe Trailer Supply Employee Stock Ownership Plan and Trust · Sponsored by Deluxe Trailer Supply, Inc. · California · Retail Trade
$829K in assets, 4 participants
Deluxe Trailer Supply, Inc.'s Deluxe Trailer Supply Employee Stock Ownership Plan and Trust reported $829K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- 22nd percentile by assets (of 127,072 plans)
- #2,888 in Retail Trade (8,414 peers)
Deluxe Trailer Supply, Inc. multi-year trail
Deluxe Trailer Supply, Inc.'s plans moved -52.2% in assets from 2022 to 2024; this filing shows Deluxe Trailer Supply Employee Stock Ownership Plan and Trust at $829K / 4 participants.
- $829K
- total plan assets (2023 EOY)
- 4
- covered participants
- 22nd
- percentile by assets (of 127,072 plans)
- $207,319
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Deluxe Trailer Supply Employee Stock Ownership Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $92K in the plan year 2023 filing.
- Deluxe Trailer Supply Employee Stock Ownership Plan and Trust reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Deluxe Trailer Supply Employee Stock Ownership Plan and Trust end-of-year assets rose from $738K in the plan year 2022 filing to $829K in the plan year 2023 filing.
Deluxe Trailer Supply, Inc. across 3 plan years on file
Across the 3 plan years Deluxe Trailer Supply, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $864K, a decline of 52.2%, while reported participants moved from 9 to 8 (-11.1%). Peak year by sponsor assets: 2023 ($2M); trough: 2024 ($864K).
Deluxe Trailer Supply, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9 | $2M |
| 2023 | 2 | 8 | $2M |
| 2024 | 2 | 8 | $864K |
Deluxe Trailer Supply, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $738K |
|---|---|
| Net Assets (End of Year) | $829K |
| Net Income | $92K |
| Employer EIN | 952228564 |
| Plan Effective Date | 1972-11-23 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Deluxe Trailer Supply Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Deluxe Trailer Supply Employee Stock Ownership Plan and Trust by total assets, not by location.
- Zmac Transportation Solutions, LLC Employee Stock Ownership Plan (WI) $828K · 87
- Nielsen Norman Group Employee Stock Ownership Plan (DE) $831K · 23
- Dorian Drake International, Inc. Employee Stock Ownership Plan (NY) $832K · 42
- Community Bankshares, Inc. Employee Stock Ownership and Trust (GA) $834K · 476
Frequently Asked Questions
How did Deluxe Trailer Supply Employee Stock Ownership Plan and Trust assets move in 2023? ▼
How have Deluxe Trailer Supply, Inc. plan assets changed over time? ▼
Where does Deluxe Trailer Supply Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
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Next read for Deluxe Trailer Supply Employee Stock Own…
Multi-year trail
Ways to act on Deluxe Trailer Supply Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Deluxe Trailer Supply Employee Stock Ownership Plan and Trust ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Deluxe Trailer Supply, Inc.'s sponsor-wide assets have declined 52.2% since 2022 across 3 plan years on file. More Retail Trade plans