ESOP · DOL Form 5500 · 2023

Deluxe Trailer Supply, Inc. ESOP

Data updated 2026-08-25

$829K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$207,319
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,888
in Retail Trade (8,414 peers)
+12.4%
assets growth YoY

Deluxe Trailer Supply Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Deluxe Trailer Supply Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$829,277 22nd percentile higher than 22% 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

Deluxe Trailer Supply Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Deluxe Trailer Supply Employee Stock Ownership Plan and Trust is a micro filing (4 participants), the leftmost band.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952228564 · Deluxe Trailer Supply, Inc. PY 2023 · ESOP

Deluxe Trailer Supply Employee Stock Ownership Plan and Trust · $829K · 4 · 22nd

  • EBSA $829K
  • EBSA 4
  • EBSA 22nd
  • EBSA ESOP
  • EBSA near Zmac Transportation Solutions, LLC Employee Stock Ownership Plan
  • EBSA ind #2888

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 California →

Deluxe Trailer Supply Employee Stock Ownership Plan and Trust in the asset neighbourhood

Deluxe Trailer Supply Employee Stock Ownership Plan and TrustDeluxe Trailer Supply Employ…$829KZmac Transportation Solutions, LLC Employee Stock Ownership PlanZmac Transportation Solution…$828KNielsen Norman Group Employee Stock Ownership PlanNielsen Norman Group Employe…$831KDorian Drake International, Inc. Employee Stock Ownership PlanDorian Drake International, …$832KCommunity Bankshares, Inc. Employee Stock Ownership and TrustCommunity Bankshares, Inc. E…$834K
End-of-year total assets ($M) among Deluxe Trailer Supply Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Deluxe Trailer Supply, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Deluxe Trailer Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$864K 52.192966194503484% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.81M $0.86M ▼ -52.5%
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 EIN952228564
Plan Effective Date1972-11-23
Filing StatusFILING 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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Deluxe Trailer Supply Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000829277 · Participants: 4Deluxe Trailer Supply Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Deluxe Trailer Supply Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Deluxe Trailer Supply Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Deluxe Trailer Supply Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Zmac Transportation Solutions, LLC Employee Stock Ownership Plan in WI ($828K); by covered participants it is Martingale & Company Employee Stock Ownership Plan in WA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Deluxe Trailer Supply Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Deluxe Trailer Supply Employee Stock Ownership Plan and Trust grew at a solid clip - up 12.4% during 2023, from $738K to $829K. Reported net income was $92K.
How have Deluxe Trailer Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Deluxe Trailer Supply, Inc.'s sponsor-wide assets declined 52.2%, from $2M to $864K.
Where does Deluxe Trailer Supply Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Deluxe Trailer Supply Employee Stock Ownership Plan and Trust ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Deluxe Trailer Supply Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Zmac Transportation Solutions, LLC Employee Stock Ownership Plan in WI ($828K, 87 participants).
Which ESOP plans cover a similar participant headcount to Deluxe Trailer Supply Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Martingale & Company Employee Stock Ownership Plan in WA (4 participants, N/A 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 952228564.

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.