ESOP · DOL Form 5500 · 2024

Bagshaw Trucking, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
62
Participants Small participant base
54th
Percentile by assets National rank
$148,649
Avg per participant Above avg balance/head
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Official DOL plan name: Bagshaw Trucking, Inc. Employee Stock Ownership Plan · Sponsored by Bagshaw Trucking, Inc. · Indiana · Transportation & Warehousing

$9M in assets, 62 participants

Bagshaw Trucking, Inc.'s Bagshaw Trucking, Inc. Employee Stock Ownership Plan reported $9M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #1,826 in Transportation & Warehousing (3,299 peers)

2024 asset change

Bagshaw Trucking, Inc. Employee Stock Ownership Plan pulled back noticeably 8.5% in 2024 ($10M → $9M) for 62 participants.

#1,826
in Transportation & Warehousing (3,299 peers)
-8.5%
assets change YoY

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

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

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

$9,216,211 Top 46% higher than 54% 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

Bagshaw Trucking, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bagshaw Trucking, Inc. Employee Stock Ownership Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bagshaw Trucking, Inc. Employee Stock Ownership Plan reported net income fell from $615K in the plan year 2023 filing to $274K in the plan year 2024 filing.
  • Bagshaw Trucking, Inc. Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Bagshaw Trucking, Inc. Employee Stock Ownership Plan reported participants fell from 63 in the plan year 2023 filing to 62 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 351691229 · Bagshaw Trucking, Inc. PY 2024 · ESOP

Bagshaw Trucking, Inc. Employee Stock Ownership Plan · $9M · 62 · 54th

  • PCT $9M
  • EIN 62
  • RANK 54th
  • PHOTO ESOP
  • IND near Diamond Antenna and Microwave Corporation Employee Stock Ownership
  • EOY ind #1826

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 Indiana →

Bagshaw Trucking, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Enviromatic Holdings, Inc. Employee Stock Ownership PlanEnviromatic Holdings, Inc. E…$9MCryomech, Inc. Employee Stock Ownership PlanCryomech, Inc. Employee Stoc…$9MBagshaw Trucking, Inc. Employee Stock Ownership PlanBagshaw Trucking, Inc. Emplo…$9MDiamond Antenna and Microwave Corporation Employee Stock OwnershipDiamond Antenna and Microwav…$9MJpra Architects, Ltd. Employee Stock Ownership PlanJpra Architects, Ltd. Employ…$9M
End-of-year total assets ($M) among Bagshaw Trucking, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bagshaw Trucking, Inc. years around the 2024 move

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$9M 6.501364403603755% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M 202220232024 $9.86M $9.22M ▼ -6.5%
Year Plans Participants Total Assets
2022 1 72 $10M
2023 1 63 $10M
2024 1 62 $9M

2024 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)-$1M
Net Income$274K
Employer EIN351691229
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Bagshaw Trucking, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Bagshaw Trucking, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009216211 · Participants: 62Bagshaw Trucking, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Bagshaw Trucking, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Bagshaw Trucking, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Diamond Antenna and Microwave Corporation Employee Stock Ownership in MA ($9M); by covered participants it is Comgraphics, Inc. Employee Stock Ownership Plan in IL (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Bagshaw Trucking, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Bagshaw Trucking, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.5% during 2024, from $10M to $9M. Reported net income was $274K.
How have Bagshaw Trucking, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bagshaw Trucking, Inc.'s sponsor-wide assets declined 6.5%, from $10M to $9M.
Which ESOP plans are similar in size to Bagshaw Trucking, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Diamond Antenna and Microwave Corporation Employee Stock Ownership in MA ($9M, 61 participants).
Which ESOP plans cover a similar participant headcount to Bagshaw Trucking, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Comgraphics, Inc. Employee Stock Ownership Plan in IL (62 participants, $12M 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 351691229.

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.