ESOP · DOL Form 5500 · 2024
Stewart Transport, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 213
- Participants Below avg headcount
- 31st
- Percentile by assets National rank
- $10,665
- Avg per participant Low balance/head
Official DOL plan name: Stewart Transport, Inc. Employee Stock Ownership Trust · Sponsored by Stewart Transport, Inc. · Arizona · Transportation & Warehousing
$2M in assets, 213 participants
Stewart Transport, Inc.'s Stewart Transport, Inc. Employee Stock Ownership Trust reported $2M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #1,026 in Transportation & Warehousing (3,299 peers)
Coverage in Arizona
Stewart Transport, Inc. Employee Stock Ownership Trust covers 213 participants in Arizona, about 38% of the average Arizona filer (state average ~564 per filing). Assets: $2M.
- #1,026
- in Transportation & Warehousing (3,299 peers)
- -$5M
- reported net income
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stewart Transport, Inc. Employee Stock Ownership Trust among the smaller filed plans by assets
Stewart Transport, Inc. Employee Stock Ownership Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,271,663 31st percentile higher than 31% 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
Stewart Transport, Inc. Employee Stock Ownership Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stewart Transport, Inc. Employee Stock Ownership Trust sits mid-pack in the medium band (213 participants).
Plan-year Form 5500 strip
Filing strip 860810382 · Stewart Transport, Inc. PY 2024 · ESOP
Stewart Transport, Inc. Employee Stock Ownership Trust · $2M · 213 · 31st
- 5500 $2M
- 5500 213
- 5500 31st
- 5500 ESOP
- 5500 near J Milano Co., Inc. Employee Stock Ownership Plan
- 5500 ind #1026
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 Arizona →
Stewart Transport, Inc. Employee Stock Ownership Trust in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$5M |
| Net Income | -$5M |
| Employer EIN | 860810382 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.5B · 3,220
- U-Haul Holding Company Employee Stock Ownership Plan $561M · 21,253
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $415M · 263
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- Pima Medical Institute Employee Stock Ownership Plan $226M · 1,089
Stewart Transport, Inc. Employee Stock Ownership Trust's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is J Milano Co., Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is The Cmi Group, Inc Employee Stock Ownership Plan in TX (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (213 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.