ESOP · DOL Form 5500 · 2023

Bazin Brothers Trucking, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
25
Participants Small participant base
35th
Percentile by assets National rank
$117,848
Avg per participant Below avg balance/head
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Official DOL plan name: Bazin Brothers Trucking, Inc. ESOP · Sponsored by Bazin Brothers Trucking, Inc. · Vermont · Transportation & Warehousing

$3M in assets, 25 participants

Bazin Brothers Trucking, Inc.'s Bazin Brothers Trucking, Inc. ESOP reported $3M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,165 in Transportation & Warehousing (3,362 peers)

Bazin Brothers Trucking, Inc. multi-year trail

Bazin Brothers Trucking, Inc.'s plans moved +84.9% in assets from 2022 to 2024; this filing shows Bazin Brothers Trucking, Inc. ESOP at $3M / 25 participants.

#1,165
in Transportation & Warehousing (3,362 peers)
+54.3%
assets growth YoY

Bazin Brothers Trucking, Inc. ESOP's mid-pack asset rank among Transportation & Warehousing and all filers

Bazin Brothers Trucking, Inc. ESOP vs every filed plan by assets

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

$2,946,204 35th percentile higher than 35% 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

Bazin Brothers Trucking, Inc. ESOP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bazin Brothers Trucking, Inc. ESOP is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bazin Brothers Trucking, Inc. ESOP reported net income rose from $656K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bazin Brothers Trucking, Inc. ESOP end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bazin Brothers Trucking, Inc. ESOP reported participants rose from 23 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 030305106 · Bazin Brothers Trucking, Inc. PY 2023 · ESOP

Bazin Brothers Trucking, Inc. ESOP · $3M · 25 · 35th

  • TYPE $3M
  • TYPE 25
  • TYPE 35th
  • TYPE ESOP
  • TYPE near Valley Business Machines, Inc. Employee Stock Ownership Plan
  • TYPE ind #1165

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 Vermont →

Bazin Brothers Trucking, Inc. ESOP in the asset neighbourhood

Bazin Brothers Trucking, Inc. ESOPBazin Brothers Trucking, Inc…$3MValley Business Machines, Inc. Employee Stock Ownership PlanValley Business Machines, In…$3MGraphite Sales, Inc. Employee Stock Ownership PlanGraphite Sales, Inc. Employe…$3MPistone/Rainsford,Inc. Employee Stock Ownership PlanPistone/Rainsford,Inc. Emplo…$3MIsland Excavating Employee Stock Ownership PlanIsland Excavating Employee S…$3M
End-of-year total assets ($M) among Bazin Brothers Trucking, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Bazin Brothers Trucking, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bazin Brothers Trucking, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 84.94782272981337% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $1.91M $3.53M ▲ +84.8%
Year Plans Participants Total Assets
2022 1 23 $2M
2023 1 25 $3M
2024 1 24 $4M

Bazin Brothers Trucking, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN030305106
Plan Effective Date1994-05-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Vermont

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

Bazin Brothers Trucking, Inc. ESOP vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -1000100200300400500 Total assets ($M) Participants Bazin Brothers Trucking, Inc. ESOP, Total assets ($M): 2.946204 · Participants: 25Bazin Brothers Trucking, Inc. ESOPVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 423.9135 · Participants: 600Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 192.33935 · Participants: 304King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 88.27 · Participants: 427Cfc ESOPHallam Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 23.199304 · Participants: 134Hallam Associates, Inc. Employee Stock Ownership Plan and TrustTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.810834 · Participants: 43Trust Company of Vermont Employee Stock Ownership Plan
Bazin Brothers Trucking, Inc. ESOP vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Bazin Brothers Trucking, Inc. ESOP side-by-side with 3 peers →

Bazin Brothers Trucking, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Valley Business Machines, Inc. Employee Stock Ownership Plan in AK ($3M); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Bazin Brothers Trucking, Inc. ESOP assets move in 2023? ▼
Bazin Brothers Trucking, Inc. ESOP surged - up 54.3% during 2023, from $2M to $3M. Reported net income was $1M.
How have Bazin Brothers Trucking, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bazin Brothers Trucking, Inc.'s sponsor-wide assets grew 84.9%, from $2M to $4M.
Which ESOP plans are similar in size to Bazin Brothers Trucking, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Valley Business Machines, Inc. Employee Stock Ownership Plan in AK ($3M, 18 participants).
Which ESOP plans cover a similar participant headcount to Bazin Brothers Trucking, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants, $3M 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 030305106.

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.