ESOP · DOL Form 5500 · 2024
Deluxe Trailer Supply, Inc. ESOP
Data updated 2026-08-25
- $695K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $173,862
- Avg per participant Above avg balance/head
Official DOL plan name: Deluxe Trailer Supply Money Purchase Employee Stock Ownership Plan and Trust · Sponsored by Deluxe Trailer Supply, Inc. · California · Retail Trade
$695K in assets, 4 participants
Deluxe Trailer Supply, Inc.'s Deluxe Trailer Supply Money Purchase Employee Stock Ownership Plan and Trust reported $695K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #2,549 in Retail Trade (8,048 peers)
Deluxe Trailer Supply, Inc. multi-year trail
Deluxe Trailer Supply, Inc.'s plans moved -52.2% in assets from 2022 to 2024; this filing shows Deluxe Trailer Supply Money Purchase Employee Stock Ownership Plan and Trust at $695K / 4 participants.
- #2,549
- in Retail Trade (8,048 peers)
- -47.1%
- assets change YoY
The plan reported a net loss of $619K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Deluxe Trailer Supply Money Purchase Employee Stock Ownership Plan and Trust among the smaller filed plans by assets
Deluxe Trailer Supply Money Purchase Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$695,447 20th percentile higher than 20% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Deluxe Trailer Supply Money Purchase Employee Stock Ownership Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Deluxe Trailer Supply Money Purchase Employee Stock Ownership Plan and Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Deluxe Trailer Supply Money Purchase Employee Stock Ownership Plan and Trust reported net income fell from $245K in the plan year 2023 filing to -$619K in the plan year 2024 filing.
- Deluxe Trailer Supply Money Purchase Employee Stock Ownership Plan and Trust end-of-year assets fell from $1M in the plan year 2023 filing to $695K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 952228564 · Deluxe Trailer Supply, Inc. PY 2024 · ESOP
Deluxe Trailer Supply Money Purchase Employee Stock Ownership Plan and Trust · $695K · 4 · 20th
- PART $695K
- PART 4
- PART 20th
- PART ESOP
- PART near J.B. Esker & Sons, Inc. Employee Stock Ownership Plan
- PART ind #2549
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 California →
Deluxe Trailer Supply Money Purchase Employee Stock Ownership Plan and Trust in the asset neighbourhood
Deluxe Trailer Supply, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Deluxe Trailer Supply, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $864K 52.192966194503484% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9 | $2M |
| 2023 | 2 | 8 | $2M |
| 2024 | 2 | 8 | $864K |
Deluxe Trailer Supply, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $695K |
| Net Income | -$619K |
| Employer EIN | 952228564 |
| Plan Effective Date | 1972-11-23 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
Deluxe Trailer Supply Money Purchase Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is J.B. Esker & Sons, Inc. Employee Stock Ownership Plan in IL ($696K); by covered participants it is D&o Engineering Co., Inc. Employee Stock Ownership Plan in KS (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($695K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.