ESOP · DOL Form 5500 · 2023

Sdr Transportation Holdings, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
20
Participants Small participant base
29th
Percentile by assets National rank
$86,247
Avg per participant Below avg balance/head
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Official DOL plan name: Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Sdr Transportation Holdings, Inc. · Tennessee · Wholesale Trade

$2M in assets, 20 participants

Sdr Transportation Holdings, Inc.'s Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan reported $2M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,148 in Wholesale Trade (6,309 peers)

Sdr Transportation Holdings, Inc. multi-year trail

Sdr Transportation Holdings, Inc.'s plans moved -80.7% in assets from 2022 to 2024; this filing shows Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan at $2M / 20 participants.

#1,148
in Wholesale Trade (6,309 peers)
-65.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,724,944 29th percentile higher than 29% 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

Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 19 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 813446372 · Sdr Transportation Holdings, Inc. PY 2023 · ESOP

Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan · $2M · 20 · 29th

  • 5500 $2M
  • ASSETS 20
  • PCT 29th
  • EIN ESOP
  • RANK near Bolinder Resources Holdings, Inc. Employee Stock Ownership Plan and Trust
  • PHOTO ind #1148

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 Tennessee →

Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bolinder Resources Holdings, Inc. Employee Stock Ownership Plan and TrustBolinder Resources Holdings,…$2MPreston Spire, Inc. Profit Sharing & Employee Stock Ownership PlanPreston Spire, Inc. Profit S…$2MSdr Transportation Holdings, Inc. Employee Stock Ownership PlanSdr Transportation Holdings,…$2MIea, Inc. Employee Stock Ownership PlanIea, Inc. Employee Stock Own…$2MPalmetto Engineering Employee Stock Ownership PlanPalmetto Engineering Employe…$2M
End-of-year total assets ($M) among Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Sdr Transportation Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sdr Transportation Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$948K 80.74164902475054% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $4.92M $0.95M ▼ -80.7%
Year Plans Participants Total Assets
2022 1 19 $5M
2023 1 20 $2M
2024 1 15 $948K

Sdr Transportation Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$12M
Net Income-$3M
Employer EIN813446372
Plan Effective Date2016-08-05
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Tennessee

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

Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.724944 · Participants: 20Sdr Transportation Holdings, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Bolinder Resources Holdings, Inc. Employee Stock Ownership Plan and Trust in UT ($2M); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan contracted severely - down 65.0% during 2023, from $5M to $2M. Reported net income was -$3M.
How have Sdr Transportation Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sdr Transportation Holdings, Inc.'s sponsor-wide assets declined 80.7%, from $5M to $948K.
Which ESOP plans are similar in size to Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bolinder Resources Holdings, Inc. Employee Stock Ownership Plan and Trust in UT ($2M, 59 participants).
Which ESOP plans cover a similar participant headcount to Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M 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 813446372.

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.