ESOP · DOL Form 5500 · 2023
Guardian Fleet Services, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 178
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $10,616
- Avg per participant Low balance/head
Official DOL plan name: Guardian Fleet Services, Inc. Employee Stock Ownership Plan · Sponsored by Guardian Fleet Services, Inc. · Florida · Transportation & Warehousing
$2M in assets, 178 participants
Guardian Fleet Services, Inc.'s Guardian Fleet Services, Inc. Employee Stock Ownership Plan reported $2M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #989 in Transportation & Warehousing (3,362 peers)
Coverage in Florida
Guardian Fleet Services, Inc. Employee Stock Ownership Plan covers 178 participants in Florida, about 28% of the average Florida filer (state average ~628 per filing). Assets: $2M.
- #989
- in Transportation & Warehousing (3,362 peers)
- -92.3%
- assets change YoY
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Guardian Fleet Services, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Guardian Fleet Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,889,641 30th percentile higher than 30% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Guardian Fleet Services, Inc. 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. Guardian Fleet Services, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (178 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Guardian Fleet Services, Inc. Employee Stock Ownership Plan reported net income fell from $11M in the plan year 2022 filing to -$16M in the plan year 2023 filing.
- Guardian Fleet Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $24M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Guardian Fleet Services, Inc. Employee Stock Ownership Plan reported participants rose from 171 in the plan year 2022 filing to 178 in the plan year 2023 filing.
DOL schedule card
Filing strip 821297296 · Guardian Fleet Services, Inc. PY 2023 · ESOP
Guardian Fleet Services, Inc. Employee Stock Ownership Plan · $2M · 178 · 30th
- ASSETS $2M
- ASSETS 178
- ASSETS 30th
- ASSETS ESOP
- ASSETS near Enviremedial Services, Inc. Employee Stock Ownership Plan and Trust
- ASSETS ind #989
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 Florida →
Guardian Fleet Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$16M |
| Employer EIN | 821297296 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Guardian Fleet Services, Inc.)
Sponsor-wide plan assets over time
All Guardian Fleet Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 86.23908803268723% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 171 | $24M |
| 2023 | 2 | 204 | $3M |
| 2024 | 3 | 471 | $3M |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Rsr Employee Stock Ownership Plan $390M · 382
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
Guardian Fleet Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Enviremedial Services, Inc. Employee Stock Ownership Plan and Trust in CA ($2M); by covered participants it is Agrivision, Inc. Employee Stock Ownership Plan in CA (178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Enviremedial Services, Inc. Employee Stock Ownership Plan and Trust (CA) $2M · 45
- Acidizing Technology Services Holdings, Inc. Employee Stock Ownership Plan (TX) $2M · 39
- First Alarm Employee Stock Ownership Plan and Trust (CA) $2M · 104
- Arco Construction Holdings Inc. Employee Stock Ownership Plan (MO) $2M · 214
Similar participant headcount
Nearest other-state filings by covered participants (178 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.