ESOP · DOL Form 5500 · 2023

Commodity Trucking Holdings, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
170
Participants Small participant base
66th
Percentile by assets National rank
$84,707
Avg per participant Below avg balance/head
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Official DOL plan name: Commodity Trucking Employee Stock Ownership Plan · Sponsored by Commodity Trucking Holdings, Inc. · California · Transportation & Warehousing

$14M in assets, 170 participants

Commodity Trucking Holdings, Inc.'s Commodity Trucking Employee Stock Ownership Plan reported $14M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #2,237 in Transportation & Warehousing (3,362 peers)

Coverage in California

Commodity Trucking Employee Stock Ownership Plan covers 170 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $14M.

#2,237
in Transportation & Warehousing (3,362 peers)
+125.0%
assets growth YoY

Commodity Trucking Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Commodity Trucking Employee Stock Ownership Plan vs every filed plan by assets

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

$14,400,155 Top 34% higher than 66% 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

Commodity Trucking Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Commodity Trucking Employee Stock Ownership Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Commodity Trucking Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Commodity Trucking Employee Stock Ownership Plan reported net income rose from -$69M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Commodity Trucking Employee Stock Ownership Plan reported participants fell from 188 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 921411275 · Commodity Trucking Holdings, Inc. PY 2023 · ESOP

Commodity Trucking Employee Stock Ownership Plan · $14M · 170 · 66th

  • TYPE $14M
  • TYPE 170
  • TYPE 66th
  • TYPE ESOP
  • TYPE near Mgs Contracting, Inc. Employee Stock Ownership Plan
  • TYPE ind #2237

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 →

Commodity Trucking Employee Stock Ownership Plan in the asset neighbourhood

Rjn Group, Inc. Employee Stock Ownership PlanRjn Group, Inc. Employee Sto…$14MStg Design Employee Stock Ownership PlanStg Design Employee Stock Ow…$14MCommodity Trucking Employee Stock Ownership PlanCommodity Trucking Employee …$14MMgs Contracting, Inc. Employee Stock Ownership PlanMgs Contracting, Inc. Employ…$14MEspey Mfg. & Electronics Corp. Employee Retirement Plan & TrustEspey Mfg. & Electronics Cor…$14M
End-of-year total assets ($M) among Commodity Trucking Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)-$56M
Net Income$13M
Employer EIN921411275
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Commodity Trucking Holdings, Inc.)

Sponsor-wide plan assets over time

All Commodity Trucking Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 184.376953125% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.4M $18.2M ▲ +184.4%
Year Plans Participants Total Assets
2022 1 188 $6M
2023 1 170 $14M
2024 1 160 $18M

Nearby ESOP Plans in California

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

Commodity Trucking Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Commodity Trucking Employee Stock Ownership Plan, Total assets ($B): 0.014400155 · Participants: 170Commodity Trucking Employee Stock Ownership PlanParsons 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
Commodity Trucking Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Commodity Trucking Employee Stock Ownership Plan side-by-side with 3 peers →

Commodity Trucking Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Mgs Contracting, Inc. Employee Stock Ownership Plan in GA ($14M); by covered participants it is General Engineering Co. of Virginia Employee Stock Ownership Plan and Trust in VA (170 participants). Same-state nearby plans are listed separately above.

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 Commodity Trucking Employee Stock Ownership Plan assets move in 2023? ▼
Commodity Trucking Employee Stock Ownership Plan surged - up 125.0% during 2023, from $6M to $14M. Reported net income was $13M.
How have Commodity Trucking Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Commodity Trucking Holdings, Inc.'s sponsor-wide assets grew 184.4%, from $6M to $18M.
Which ESOP plans are similar in size to Commodity Trucking Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mgs Contracting, Inc. Employee Stock Ownership Plan in GA ($14M, 21 participants).
Which ESOP plans cover a similar participant headcount to Commodity Trucking Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is General Engineering Co. of Virginia Employee Stock Ownership Plan and Trust in VA (170 participants, $37M 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 921411275.

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.