401(k) · DOL Form 5500 · 2022
Kaplan Trucking Company 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 189
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $88,529
- Avg per participant Below avg balance/head
Official DOL plan name: Bessemer Management Company 401(k) Plan · Sponsored by Kaplan Trucking Company · Ohio · Transportation & Warehousing
$17M in assets, 189 participants
Kaplan Trucking Company's Bessemer Management Company 401(k) Plan reported $17M in total assets and 189 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #2,923 in Transportation & Warehousing (3,876 peers)
Coverage in Ohio
Bessemer Management Company 401(k) Plan covers 189 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $17M.
- #2,923
- in Transportation & Warehousing (3,876 peers)
- -14.9%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bessemer Management Company 401(k) Plan's outsized position by total assets
Bessemer Management Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,731,923 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bessemer Management Company 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bessemer Management Company 401(k) Plan sits mid-pack in the medium band (189 participants).
DOL schedule card
Filing strip 340323340 · Kaplan Trucking Company PY 2022 · 401(k)
Bessemer Management Company 401(k) Plan · $17M · 189 · 74th
- EBSA $17M
- PART 189
- TYPE 74th
- NET 401(k)
- BOOK near Guardian Alarm Company 401(k) Profit Sharing Plan & Trust
- VS-ST ind #2923
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 Transportation & Warehousing retirement plans → · Plans in Ohio →
Bessemer Management Company 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$3M |
| Employer EIN | 340323340 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaplan Trucking Company)
Sponsor-wide plan assets over time
All Kaplan Trucking Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 41.59229037809939% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 189 | $17M |
| 2023 | 1 | 205 | $20M |
| 2024 | 1 | 218 | $24M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Bessemer Management Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Guardian Alarm Company 401(k) Profit Sharing Plan & Trust in MI ($17M); by covered participants it is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.
- Healthcare Association of New York State, Inc Retirement Savings Plan (NY) 189 · 0 off
- Macdo Foods/Estero 401(k) Plan (NY) 189 · 0 off
- Tuftco Corporation 401(k) Plan (TN) 189 · 0 off
- Trafigura Trading LLC Retirement Savings Plan (TX) 189 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.