Plan Ledger DOL Form 5500 · updated monthly

Daniels Holding Co., Inc.ESOP

LONG HAUL TRUCKING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · ALBERTVILLE, MN · plan year 2024

Employer contribution per participant · 2024
$12,997

Daniels Holding Co., Inc.'s 2024 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 $54,723,351 across 195 participant accounts, with employer contributions averaging $12,997 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 454th-largest of 1,918 plans among Minnesota employers on file, and the 359th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$54,723,351
Participants with balances195
Active participants129
Employer contributions$1,676,555
Employee contributions—
Employer contribution per active participant$12,997
Average account balance$280,633
Benefits paid to participants$1,614,930
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$54.7M · 195 accts · $1.7M emplr
2023$53.4M · 186 accts · $1.2M emplr
2022$49.7M · 166 accts · $1.1M emplr
Employer contributions to the Daniels Holding Co., Inc. plan · 2024
Employer contribution per active participant$12,997
Median for plans this size$3,635
2024$12,997 per active participant
2023$8,991 per active participant
2022$7,358 per active participant

Daniels Holding Co., Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
Similar plansTransportation & Warehousing · Minnesota
Koch Services, Inc. MN$63.8M · 0.18%
Wayne Transports, Inc MN$45.2M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 753012117 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.