ESOP · DOL Form 5500 · 2023

J&r Schugel Holding, Inc. ESOP

Data updated 2026-08-25

$69M
Total assets Below avg plan size
532
Participants Below avg headcount
88th
Percentile by assets National rank
$129,873
Avg per participant Near avg balance/head
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Official DOL plan name: J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust · Sponsored by J&r Schugel Holding, Inc. · Minnesota · Transportation & Warehousing

$69M in assets, 532 participants

J&r Schugel Holding, Inc.'s J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust reported $69M in total assets and 532 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,906 in Transportation & Warehousing (3,362 peers)

Coverage in Minnesota

J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust covers 532 participants in Minnesota, about 47% of the average Minnesota filer (state average ~1,126 per filing). Assets: $69M.

#2,906
in Transportation & Warehousing (3,362 peers)
-5.4%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$69,092,602 Top 12% higher than 88% 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

J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust 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. J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (532 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust reported net income fell from -$3M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 578 in the plan year 2022 filing to 532 in the plan year 2023 filing.
  • J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $73M in the plan year 2022 filing to $69M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411239449 · J&r Schugel Holding, Inc. PY 2023 · ESOP

J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust · $69M · 532 · 88th

  • PHOTO $69M
  • PHOTO 532
  • PHOTO 88th
  • PHOTO ESOP
  • PHOTO near Arete Associates Employee Stock Ownership Plan
  • PHOTO ind #2906

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 Minnesota →

J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Alliance Holdings, Inc. Employee Stock Ownership Plan and TrustAlliance Holdings, Inc. Empl…$69MArete Associates Employee Stock Ownership PlanArete Associates Employee St…$69MJ&r Schugel Trucking, Inc. Employee Stock Ownership Plan and TrustJ&r Schugel Trucking, Inc. E…$69MDiamond Line Delivery Systems, Inc. Employee Stock Ownership Plan and TrustDiamond Line Delivery System…$69MEmployee Stock Ownership Plan of Vita PlusEmployee Stock Ownership Pla…$69M
End-of-year total assets ($M) among J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$66M
Net Income-$4M
Employer EIN411239449
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J&r Schugel Holding, Inc.)

Sponsor-wide plan assets over time

All J&r Schugel Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$71M 11.661830518020196% vs 2022
2024 filing year
$70M$75M$80M$85M 202220232024 $80.9M $71.5M ▼ -11.7%
Year Plans Participants Total Assets
2022 2 1,417 $81M
2023 2 1,378 $79M
2024 2 1,351 $71M

Nearby ESOP Plans in Minnesota

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

J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02004006008001000 Total assets ($M) Participants J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 69.092602 · Participants: 532J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Arete Associates Employee Stock Ownership Plan in CA ($69M); by covered participants it is Corovan Corporation Employee Stock Ownership Plan in CA (532 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (532 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 J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 5.4% during 2023, from $73M to $69M. Reported net income was -$4M.
How have J&r Schugel Holding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J&r Schugel Holding, Inc.'s sponsor-wide assets declined 11.7%, from $81M to $71M.
Where does J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Arete Associates Employee Stock Ownership Plan in CA ($69M, 378 participants).
Which ESOP plans cover a similar participant headcount to J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Corovan Corporation Employee Stock Ownership Plan in CA (532 participants, $15M 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 411239449.

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.