ESOP · DOL Form 5500 · 2023

Bastian Trucking, Inc. ESOP

Data updated 2026-08-25

$887K
Total assets Small plan by assets
11
Participants Small participant base
23rd
Percentile by assets National rank
$80,642
Avg per participant Below avg balance/head
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Official DOL plan name: Bastian Trucking, Inc Employee Stock Ownership Plan · Sponsored by Bastian Trucking, Inc. · Utah · Transportation & Warehousing

$887K in assets, 11 participants

Bastian Trucking, Inc.'s Bastian Trucking, Inc Employee Stock Ownership Plan reported $887K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

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

Bastian Trucking, Inc. multi-year trail

Bastian Trucking, Inc.'s plans moved +61.5% in assets from 2022 to 2024; this filing shows Bastian Trucking, Inc Employee Stock Ownership Plan at $887K / 11 participants.

#770
in Transportation & Warehousing (3,362 peers)
+40.5%
assets growth YoY

Bastian Trucking, Inc Employee Stock Ownership Plan among the smaller filed plans by assets

Bastian Trucking, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$887,066 23rd percentile higher than 23% 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

Bastian Trucking, 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. Bastian Trucking, Inc Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bastian Trucking, Inc Employee Stock Ownership Plan reported net income rose from $133K in the plan year 2022 filing to $256K in the plan year 2023 filing.
  • Bastian Trucking, Inc Employee Stock Ownership Plan end-of-year assets rose from $631K in the plan year 2022 filing to $887K in the plan year 2023 filing.
  • Bastian Trucking, Inc Employee Stock Ownership Plan reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 870417610 · Bastian Trucking, Inc. PY 2023 · ESOP

Bastian Trucking, Inc Employee Stock Ownership Plan · $887K · 11 · 23rd

  • TYPE $887K
  • TYPE 11
  • TYPE 23rd
  • TYPE ESOP
  • TYPE near Heb Engineers, Inc. Employee Stock Ownership Plan
  • TYPE ind #770

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 Utah →

Bastian Trucking, Inc Employee Stock Ownership Plan in the asset neighbourhood

Bastian Trucking, Inc Employee Stock Ownership PlanBastian Trucking, Inc Employ…$887KHeb Engineers, Inc. Employee Stock Ownership PlanHeb Engineers, Inc. Employee…$887KWaymatic, Inc. Employee Stock Ownership PlanWaymatic, Inc. Employee Stoc…$888KAkua Behavioral Health, Inc. Employee Stock Ownership PlanAkua Behavioral Health, Inc.…$886KHendy Employee Stock Ownership PlanHendy Employee Stock Ownersh…$890K
End-of-year total assets ($M) among Bastian Trucking, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Bastian Trucking, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bastian Trucking, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 61.516176754765276% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.63M $1.02M ▲ +61.9%
Year Plans Participants Total Assets
2022 1 12 $631K
2023 1 11 $887K
2024 1 13 $1M

Bastian Trucking, Inc. filing trail (2023)

Total Assets (Beginning of Year)$631K
Net Assets (End of Year)$887K
Net Income$256K
Employer EIN870417610
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Utah

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

Bastian Trucking, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -50050100150 Total assets ($M) Participants Bastian Trucking, Inc Employee Stock Ownership Plan, Total assets ($M): 0.887066 · Participants: 11Bastian Trucking, Inc Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 121.038272 · Participants: 697Whitaker Construction Co., Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.243432 · Participants: 531Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 104.049142 · Participants: 501Rocky Mountain Atv, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 102.977078 · Participants: 30Fj Management Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 45.365384 · Participants: 111Central Milling Employee Stock Ownership Plan and Trust
Bastian Trucking, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Bastian Trucking, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Bastian Trucking, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Heb Engineers, Inc. Employee Stock Ownership Plan in NH ($887K); by covered participants it is Canastota N/C Corporation Employee Stock Ownership Plan in NY (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Bastian Trucking, Inc Employee Stock Ownership Plan assets move in 2023? ▼
Bastian Trucking, Inc Employee Stock Ownership Plan surged - up 40.5% during 2023, from $631K to $887K. Reported net income was $256K.
How have Bastian Trucking, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bastian Trucking, Inc.'s sponsor-wide assets grew 61.5%, from $631K to $1M.
Where does Bastian Trucking, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bastian Trucking, Inc Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Bastian Trucking, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Heb Engineers, Inc. Employee Stock Ownership Plan in NH ($887K, 26 participants).
Which ESOP plans cover a similar participant headcount to Bastian Trucking, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Canastota N/C Corporation Employee Stock Ownership Plan in NY (11 participants, $4M 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 870417610.

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.