ESOP · DOL Form 5500 · 2024

Bastian Trucking, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
13
Participants Small participant base
23rd
Percentile by assets National rank
$78,439
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bastian Trucking, Inc Employee Stock Ownership Plan · Sponsored by Bastian Trucking, Inc. · Utah · Transportation & Warehousing

$1M in assets, 13 participants

Bastian Trucking, Inc.'s Bastian Trucking, Inc Employee Stock Ownership Plan reported $1M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

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

Bastian Trucking, Inc. multi-year trail

Bastian Trucking, Inc.'s plans moved +61.5% in assets from 2022 to 2024; this filing shows Bastian Trucking, Inc Employee Stock Ownership Plan at $1M / 13 participants.

#817
in Transportation & Warehousing (3,299 peers)
+15.0%
assets growth YoY

Bastian Trucking, Inc Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$1,019,713 23rd percentile higher than 23% 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

Bastian 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. Bastian Trucking, Inc Employee Stock Ownership Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bastian Trucking, Inc Employee Stock Ownership Plan reported net income fell from $256K in the plan year 2023 filing to $133K in the plan year 2024 filing.
  • Bastian Trucking, Inc Employee Stock Ownership Plan reported participants rose from 11 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Bastian Trucking, Inc Employee Stock Ownership Plan end-of-year assets rose from $887K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 870417610 · Bastian Trucking, Inc. PY 2024 · ESOP

Bastian Trucking, Inc Employee Stock Ownership Plan · $1M · 13 · 23rd

  • EIN $1M
  • EIN 13
  • EIN 23rd
  • EIN ESOP
  • EIN near Western Contract Furnishers of Sacramento Employee Stock Ownership Plan
  • EIN ind #817

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 Utah →

Bastian Trucking, Inc Employee Stock Ownership Plan in the asset neighbourhood

Bastian Trucking, Inc Employee Stock Ownership PlanBastian Trucking, Inc Employ…$1MWestern Contract Furnishers of Sacramento Employee Stock Ownership PlanWestern Contract Furnishers …$1ML & R Precision Tooling, Inc. Employee Stock Ownership Plan and TrustL & R Precision Tooling, Inc…$1MCypher Analytics, Inc. Employee Stock Ownership PlanCypher Analytics, Inc. Emplo…$1MSacred Wind Employee Stock Ownership PlanSacred Wind Employee Stock O…$1M
End-of-year total assets ($M) among Bastian Trucking, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bastian Trucking, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$1M 61.516176754765276% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.63M $1.02M ▲ +61.9%
Year Plans Participants Total Assets
2022 1 12 $631K
2023 1 11 $887K
2024 1 13 $1M

Bastian Trucking, Inc. filing trail (2024)

Total Assets (Beginning of Year)$887K
Net Assets (End of Year)$1M
Net Income$133K
Employer EIN870417610
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Utah

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

Bastian Trucking, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -50050100150200 Total assets ($M) Participants Bastian Trucking, Inc Employee Stock Ownership Plan, Total assets ($M): 1.019713 · Participants: 13Bastian Trucking, Inc Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 185.484245 · Participants: 772Whitaker Construction Co., Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.773571 · Participants: 495Rocky Mountain Atv, Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.739328 · Participants: 605Jacobsen Construction Company, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 93.831351 · Participants: 28Fj Management Inc. Employee Stock Ownership PlanKenny Seng Construction Employee Stock Ownership Plan, Total assets ($M): 73.805536 · Participants: 170Kenny Seng Construction Employee Stock Ownership Plan
Bastian Trucking, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Bastian Trucking, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Utah, the nearest ESOP by assets is Western Contract Furnishers of Sacramento Employee Stock Ownership Plan in CA ($1M); by covered participants it is Ncp Capco Development Co. Employee Stock Ownership Plan in AL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Bastian Trucking, Inc Employee Stock Ownership Plan assets move in 2024? ▼
Bastian Trucking, Inc Employee Stock Ownership Plan grew at a solid clip - up 15.0% during 2024, from $887K to $1M. Reported net income was $133K.
How have Bastian Trucking, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bastian Trucking, Inc.'s sponsor-wide assets grew 61.5%, from $631K to $1M.
Where does Bastian Trucking, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bastian Trucking, Inc Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Bastian Trucking, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Western Contract Furnishers of Sacramento Employee Stock Ownership Plan in CA ($1M, 19 participants).
Which ESOP plans cover a similar participant headcount to Bastian Trucking, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ncp Capco Development Co. Employee Stock Ownership Plan in AL (13 participants, N/A 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 870417610.

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.