Plan Ledger DOL Form 5500 · updated monthly

Allstates Trucking, Inc.ESOP

ALLSTATES TRUCKING, INC. EMPLOYEE STOCK OWNERSHIP PLAN · OAK CREEK, WI · plan year 2022

Plan assets · 2022
$1.0M

Allstates Trucking, Inc.'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $1,018,323 across 131 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,895th of 1,936), and 2,304th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$1,018,323
Participants with balances131
Active participants55
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$7,773
Benefits paid to participants$152,092
Plan auditUnmodified (clean) audit opinion
AuditorTHE VANDERBLOEMEN GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$488K · 131 accts
2023$458K · 118 accts
2022$1.0M · 131 accts
Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
Similar plansTransportation & Warehousing · Wisconsin
Bcp Transportation, Inc. WI$2.1M · 0.78%
Windy Hill Foliage, Inc. WI$2.0M · 0.07%
Double J Transport, LLC WI$2.0M · 1.14%
Black Wolf Group, Inc. WI$1.6M · 0.91%
Soldier Trucking LLC WI$540K · 4.13%
Goro Logistical LLC WI$392K · 0.51%
Kutzler Express, Inc. WI$283K · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391543671 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.