Original filing (PDF)20251012090007NAL0000406640001

SO. CAL PETROLEUM TRANSPORT INC.

Name: SO. CAL PETROLEUM TRANSPORT INC. — SUPERIOR TANK LINES EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: SO. CAL PETROLEUM TRANSPORT INC.

Form 5500

FILING_RECEIVED

SUPERIOR TANK LINES EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

93% in single holdingNo recordkeeper disclosed

Active participants

340

Accounts w/ balance

405

Plan assets (EOY)

$59.7M

Net assets (EOY)

$26.3M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SO. CAL PETROLEUM TRANSPORT INC..

Plan sponsor

Name

SO. CAL PETROLEUM TRANSPORT INC.

DBA

SUPERIOR TANK LINES

EIN

33-0979846

Address

601 S. HUNTS LANE · COLTON, CA · 92324

Phone

(909) 430-0855

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-12

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $55.4M(93% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Superior Tank Lines Holding Company, Inc.	—	—	$75.8M	$51.8M	86.8%
	Umpqua Bank	—	—	$3.6M	$3.6M	6.0%

Related plans

Similar-size Transportation & Warehousing plans

J.P. EXPRESS SERVICE, INC.

J.P. EXPRESS EMPLOYEE STOCK OWNERSHIP PLAN

$59.7M · 214 participants

J&R SCHUGEL HOLDING, INC.

J&R SCHUGEL TRUCKING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

$61.2M · 453 participants

OMAHA TRUCK CENTER, INC.

OMAHA TRUCK CENTER, INC. 401(K) RETIREMENT PLAN

$61.4M · 968 participants

TEAMSTERS LOCAL UNION NO.115 HEALTH AND WELFARE FUND

TEAMSTERS LOCAL UNION NO. 115 HEALTH AND WELFARE FUND

$57.9M · 1,264 participants

IMC COMPANIES, LLC