401(k)
2022 plan-year 401(k) DOL Form 5500

Arlo G. Lott Trucking, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Arlo G. Lott Trucking, Inc. · Idaho · Transportation & Warehousing

What the 2023 filing shows

Arlo G. Lott Trucking, Inc. 401(k) Plan holds $3M for 163 participants — about $16,228 per participant, down 16.4% over the 2022 plan year.

$3M
total plan assets (2022 EOY)
163
covered participants
$16,228
avg assets per participant
-16.4%
assets change YoY

The plan reported a net loss of $523K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$3M
Participants
163
State
Industry
Transportation & Warehousing

What the Filing Says About Arlo G. Lott Trucking, Inc. 401(k) Plan

Arlo G. Lott Trucking, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Arlo G. Lott Trucking, Inc., headquartered in Idaho. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 163 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 820410586, and the plan has been effective since 2015-08-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2022 to $3M at year-end — a decline of 16.4%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-522,940 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$-522,940
Plan Type401(k)
Employer EIN820410586
Plan Effective Date2015-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Arlo G. Lott Trucking, Inc.)

Year Plans Participants Total Assets
2022 1 163 $3M
2023 1 140 $3M
2024 1 141 $4M

Nearby 401(k) Plans in Idaho

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Frequently Asked Questions

How much money is in the Arlo G. Lott Trucking, Inc. 401(k) Plan?
As of the 2022 Form 5500 filing, Arlo G. Lott Trucking, Inc. 401(k) Plan holds $3M in total assets with 163 participants. It is sponsored by Arlo G. Lott Trucking, Inc..
What type of plan is Arlo G. Lott Trucking, Inc. 401(k) Plan?
Arlo G. Lott Trucking, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2015-08-15. The plan is filed with the U.S. Department of Labor under EIN 820410586.
Who sponsors the Arlo G. Lott Trucking, Inc. 401(k) Plan?
Arlo G. Lott Trucking, Inc. 401(k) Plan is sponsored by Arlo G. Lott Trucking, Inc., located in Idaho. The sponsor's EIN is 820410586 and the plan operates in the Transportation & Warehousing industry.
How did Arlo G. Lott Trucking, Inc. 401(k) Plan perform in 2022?
Arlo G. Lott Trucking, Inc. 401(k) Plan declined by 16.4% during 2022, moving from $3M to $3M in total assets. Net income was $-522,940.
Where can I find official filings for Arlo G. Lott Trucking, Inc. 401(k) Plan?
Official Form 5500 filings for Arlo G. Lott Trucking, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 820410586 or plan name at efast.dol.gov.
How does Arlo G. Lott Trucking, Inc. 401(k) Plan compare to other plans?
You can compare Arlo G. Lott Trucking, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Idaho on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 820410586.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.