ESOP · DOL Form 5500 · 2023

Unitrans Corporation, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
96
Participants Small participant base
48th
Percentile by assets National rank
$62,549
Avg per participant Low balance/head
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Official DOL plan name: Unitrans Corporation, Inc. Employee Stock Ownership Plan · Sponsored by Unitrans Corporation, Inc. · Ohio · Transportation & Warehousing

$6M in assets, 96 participants

Unitrans Corporation, Inc.'s Unitrans Corporation, Inc. Employee Stock Ownership Plan reported $6M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,628 in Transportation & Warehousing (3,362 peers)

Unitrans Corporation, Inc. multi-year trail

Unitrans Corporation, Inc.'s plans moved -56.3% in assets from 2022 to 2024; this filing shows Unitrans Corporation, Inc. Employee Stock Ownership Plan at $6M / 96 participants.

#1,628
in Transportation & Warehousing (3,362 peers)
-60.2%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Unitrans Corporation, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Unitrans Corporation, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,004,693 48th percentile higher than 48% 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

Unitrans Corporation, 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. Unitrans Corporation, Inc. Employee Stock Ownership Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unitrans Corporation, Inc. Employee Stock Ownership Plan reported net income fell from $645K in the plan year 2022 filing to -$8M in the plan year 2023 filing.
  • Unitrans Corporation, Inc. Employee Stock Ownership Plan end-of-year assets fell from $15M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Unitrans Corporation, Inc. Employee Stock Ownership Plan reported participants fell from 118 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311389868 · Unitrans Corporation, Inc. PY 2023 · ESOP

Unitrans Corporation, Inc. Employee Stock Ownership Plan · $6M · 96 · 48th

  • PCT $6M
  • EIN 96
  • RANK 48th
  • PHOTO ESOP
  • IND near Dental Health Services of America Employee Stock Ownership Plan
  • EOY ind #1628

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 Ohio →

Unitrans Corporation, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dental Health Services of America Employee Stock Ownership PlanDental Health Services of Am…$6MCustom Vault Corporation Employee Stock Ownership PlanCustom Vault Corporation Emp…$6MLovewell Fencing, Inc. Employee Stock Ownership PlanLovewell Fencing, Inc. Emplo…$6MUnitrans Corporation, Inc. Employee Stock Ownership PlanUnitrans Corporation, Inc. E…$6MEagle Communications, Inc. Employee Stock Ownership PlanEagle Communications, Inc. E…$6M
End-of-year total assets ($M) among Unitrans Corporation, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Unitrans Corporation, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Unitrans Corporation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 56.264339663344934% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $15.1M $6.61M ▼ -56.2%
Year Plans Participants Total Assets
2022 1 118 $15M
2023 1 96 $6M
2024 1 97 $7M

Unitrans Corporation, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)-$1M
Net Income-$8M
Employer EIN311389868
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Unitrans Corporation, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Unitrans Corporation, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006004693 · Participants: 96Unitrans Corporation, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Unitrans Corporation, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Unitrans Corporation, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Unitrans Corporation, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Dental Health Services of America Employee Stock Ownership Plan in CA ($6M); by covered participants it is Erdman Anthony Profit Sharing and Employee Stock Ownership Plan in NY (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Unitrans Corporation, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Unitrans Corporation, Inc. Employee Stock Ownership Plan contracted severely - down 60.2% during 2023, from $15M to $6M. Reported net income was -$8M.
How have Unitrans Corporation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unitrans Corporation, Inc.'s sponsor-wide assets declined 56.3%, from $15M to $7M.
Which ESOP plans are similar in size to Unitrans Corporation, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dental Health Services of America Employee Stock Ownership Plan in CA ($6M, 64 participants).
Which ESOP plans cover a similar participant headcount to Unitrans Corporation, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Erdman Anthony Profit Sharing and Employee Stock Ownership Plan in NY (96 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 311389868.

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.