ESOP · DOL Form 5500 · 2024

S.F. Advance Transportation Services, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
32nd
Percentile by assets National rank
$158,876
Avg per participant Above avg balance/head
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Official DOL plan name: Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by S.F. Advance Transportation Services, Inc. · Minnesota · Transportation & Warehousing

$3M in assets, 16 participants

S.F. Advance Transportation Services, Inc.'s Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust reported $3M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,071 in Transportation & Warehousing (3,299 peers)

2024 asset change

Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably 11.4% in 2024 ($3M → $3M) for 16 participants.

#1,071
in Transportation & Warehousing (3,299 peers)
-11.4%
assets change YoY

The plan reported a net loss of $328K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,542,010 32nd percentile higher than 32% of 123,620 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 2024

Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $243K in the plan year 2023 filing to -$328K in the plan year 2024 filing.
  • Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 411436361 · S.F. Advance Transportation Services, Inc. PY 2024 · ESOP

Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust · $3M · 16 · 32nd

  • PCT $3M
  • EIN 16
  • RANK 32nd
  • PHOTO ESOP
  • IND near Armstrong Air & Electric, Inc. Employee Stock Ownership Plan
  • EOY ind #1071

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 →

Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and TrustSf Advance Transportation Se…$3MArmstrong Air & Electric, Inc. Employee Stock Ownership PlanArmstrong Air & Electric, In…$3MGougeon Holding Co. Employee Stock Ownership PlanGougeon Holding Co. Employee…$3MRhoads Co. Employee Stock Ownership PlanRhoads Co. Employee Stock Ow…$3MOlogie, Inc. Employee Stock Ownership PlanOlogie, Inc. Employee Stock …$3M
End-of-year total assets ($M) among Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

S.F. Advance Transportation Services, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All S.F. Advance Transportation Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.083320587266444% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M$3M 202220232024 $2.77M $2.54M ▼ -8.3%
Year Plans Participants Total Assets
2022 1 15 $3M
2023 1 16 $3M
2024 1 16 $3M

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$328K
Employer EIN411436361
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 2.54201 · Participants: 16Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Sf Advance Transportation Services, 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 Armstrong Air & Electric, Inc. Employee Stock Ownership Plan in FL ($3M); by covered participants it is Mediu, Inc. Employee Stock Ownership Plan in OH (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 11.4% during 2024, from $3M to $3M. Reported net income was -$328K.
How have S.F. Advance Transportation Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.F. Advance Transportation Services, Inc.'s sponsor-wide assets declined 8.1%, from $3M to $3M.
Which ESOP plans are similar in size to Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Armstrong Air & Electric, Inc. Employee Stock Ownership Plan in FL ($3M, 106 participants).
Which ESOP plans cover a similar participant headcount to Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mediu, Inc. Employee Stock Ownership Plan in OH (16 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411436361.

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.