ESOP · DOL Form 5500 · 2023
Allstates Trucking, Inc. ESOP
Data updated 2026-08-25
- $458K
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $8,318
- Avg per participant Low balance/head
Official DOL plan name: Allstates Trucking, Inc. Employee Stock Ownership Plan · Sponsored by Allstates Trucking, Inc. · Wisconsin · Transportation & Warehousing
$458K in assets, 55 participants
Allstates Trucking, Inc.'s Allstates Trucking, Inc. Employee Stock Ownership Plan reported $458K in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #606 in Transportation & Warehousing (3,362 peers)
Allstates Trucking, Inc. multi-year trail
Allstates Trucking, Inc.'s plans moved -52.1% in assets from 2022 to 2024; this filing shows Allstates Trucking, Inc. Employee Stock Ownership Plan at $458K / 55 participants.
- #606
- in Transportation & Warehousing (3,362 peers)
- -55.1%
- assets change YoY
The plan reported a net loss of $561K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Allstates Trucking, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Allstates Trucking, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$457,512 17th percentile higher than 17% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Allstates 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. Allstates Trucking, Inc. Employee Stock Ownership Plan is a small filing (55 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allstates Trucking, Inc. Employee Stock Ownership Plan reported net income fell from -$265K in the plan year 2022 filing to -$561K in the plan year 2023 filing.
- Allstates Trucking, Inc. Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $458K in the plan year 2023 filing.
- Allstates Trucking, Inc. Employee Stock Ownership Plan reported participants fell from 56 in the plan year 2022 filing to 55 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 391543671 · Allstates Trucking, Inc. PY 2023 · ESOP
Allstates Trucking, Inc. Employee Stock Ownership Plan · $458K · 55 · 17th
- PHOTO $458K
- PHOTO 55
- PHOTO 17th
- PHOTO ESOP
- PHOTO near Air Quality Engineering, Inc. Employee Stock Ownership Plan
- PHOTO ind #606
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 Wisconsin →
Allstates Trucking, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Allstates Trucking, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Allstates Trucking, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $488K 52.0679587910712% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 56 | $1M |
| 2023 | 1 | 55 | $458K |
| 2024 | 1 | 55 | $488K |
Allstates Trucking, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $458K |
| Net Income | -$561K |
| Employer EIN | 391543671 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Allstates Trucking, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Air Quality Engineering, Inc. Employee Stock Ownership Plan in MN ($460K); by covered participants it is Symbiont Service Corporation Employee Stock Ownership Plan in FL (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($458K here).
Similar participant headcount
Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.
- Symbiont Service Corporation Employee Stock Ownership Plan (FL) 55 · 0 off
- Social Policy Research Associates Inc Employee Stock Ownership Plan (CA) 55 · 0 off
- Winter-Dent & Company Employee Stock Ownership Plan (MO) 55 · 0 off
- Wolverine Plating Corporation Employee Stock Ownership Plan (MI) 55 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.