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

Retirement Income Security Plan-Barney Trucking

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

Sponsored by Barney Trucking, Inc. · Utah · Transportation & Warehousing

What the 2023 filing shows

Retirement Income Security Plan-Barney Trucking holds $13M for 466 participants — about $27,612 per participant, down 11.9% over the 2022 plan year.

$13M
total plan assets (2022 EOY)
466
covered participants
$27,612
avg assets per participant
-11.9%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$13M
Participants
466
State
Industry
Transportation & Warehousing

What the Filing Says About Retirement Income Security Plan-Barney Trucking

Retirement Income Security Plan-Barney Trucking is a 401(k) retirement plan sponsored by Barney Trucking, Inc., headquartered in Utah. As of the 2022 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 466 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 870331328, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $15M at the beginning of 2022 to $13M at year-end — a decline of 11.9%. Net assets (after liabilities) closed the year at $13M, with reported net income of $-1,762,029 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)$15M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$-1,762,029
Plan Type401(k)
Employer EIN870331328
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barney Trucking, Inc.)

Year Plans Participants Total Assets
2022 1 466 $13M
2023 1 578 $15M
2024 1 641 $18M

Nearby 401(k) Plans in Utah

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Retirement Income Security Plan-Barney Trucking?
As of the 2022 Form 5500 filing, Retirement Income Security Plan-Barney Trucking holds $13M in total assets with 466 participants. It is sponsored by Barney Trucking, Inc..
What type of plan is Retirement Income Security Plan-Barney Trucking?
Retirement Income Security Plan-Barney Trucking is a 401(k) plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 870331328.
Who sponsors the Retirement Income Security Plan-Barney Trucking?
Retirement Income Security Plan-Barney Trucking is sponsored by Barney Trucking, Inc., located in Utah. The sponsor's EIN is 870331328 and the plan operates in the Transportation & Warehousing industry.
How did Retirement Income Security Plan-Barney Trucking perform in 2022?
Retirement Income Security Plan-Barney Trucking declined by 11.9% during 2022, moving from $15M to $13M in total assets. Net income was $-1,762,029.
Where can I find official filings for Retirement Income Security Plan-Barney Trucking?
Official Form 5500 filings for Retirement Income Security Plan-Barney Trucking are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 870331328 or plan name at efast.dol.gov.
How does Retirement Income Security Plan-Barney Trucking compare to other plans?
You can compare Retirement Income Security Plan-Barney Trucking against other 401(k) plans on the plan type page, or view plans in Utah on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 870331328.

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.