401(k) · DOL Form 5500 · 2022
Estes Express Lines 401(k) Plan
Data updated 2026-08-25
- $611M
- Total assets Above avg plan size
- 18,311
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $33,388
- Avg per participant Low balance/head
Official DOL plan name: Estes Express Lines 401(k) Retirement Plan · Sponsored by Estes Express Lines · Virginia · Transportation & Warehousing
$611M in assets, 18,311 participants
Estes Express Lines's Estes Express Lines 401(k) Retirement Plan reported $611M in total assets and 18,311 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #3,776 in Transportation & Warehousing (3,876 peers)
Coverage in Virginia
Estes Express Lines 401(k) Retirement Plan covers 18,311 participants in Virginia, 23x the typical Virginia plan (state average ~782 per filing). Assets: $611M.
- #3,776
- in Transportation & Warehousing (3,876 peers)
- -15.2%
- assets change YoY
- 6.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $111M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Estes Express Lines 401(k) Retirement Plan's outsized position by total assets
Estes Express Lines 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$611,363,734 Top 2% higher than 98% 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
Estes Express Lines 401(k) Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Estes Express Lines 401(k) Retirement Plan is a mega filing (18,311 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 540492941 · Estes Express Lines PY 2022 · 401(k)
Estes Express Lines 401(k) Retirement Plan · $611M · 18,311 · 98th
- PCT $611M
- EIN 18,311
- RANK 98th
- PHOTO 401(k)
- IND near Meritor, Inc. Savings Plan
- EOY ind #3776
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 Virginia →
Estes Express Lines 401(k) Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $721M |
|---|---|
| Net Assets (End of Year) | $611M |
| Net Income | -$111M |
| Employer EIN | 540492941 |
| Plan Effective Date | 1987-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Estes Express Lines)
Sponsor-wide plan assets over time
All Estes Express Lines plans reported in each filing year
- Latest sponsor-wide plan assets
- $866M 41.674112615911234% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18,311 | $611M |
| 2023 | 1 | 18,563 | $743M |
| 2024 | 1 | 19,247 | $866M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Scale composition for Estes Express Lines 401(k) Retirement Plan
Estes Express Lines 401(k) Retirement Plan reports $611M in end-of-year assets across 18,311 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $33,388 per participant (24% of the national average assets-per-participant) . Net income for plan year 2022 was -$111M.
This plan identity (EIN 540492941, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $611M to $866M (+41.7%) while covered participants moved from 18,311 to 19,247 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,311 | $611M | This page |
| 2023 | 18,563 | $743M | Open filing |
| 2024 · index core | 19,247 | $866M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Estes Express Lines 401(k) Retirement Plan (401(k), $866M, 19,247 participants)
Estes Express Lines 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Meritor, Inc. Savings Plan in IN ($613M); by covered participants it is Raising Cane's Retirement Savings Plan in TX (18,330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($611M here).
- Meritor, Inc. Savings Plan (IN) $613M · 3,542
- In-N-Out Burger Associates' Profit Sharing Plan (CA) $613M · 11,265
- Avis Budget Group, Inc. Employee Savings Plan (NJ) $614M · 10,302
- The Adecco Group 401(k) Plan (FL) $609M · 15,854
Similar participant headcount
Nearest other-state filings by covered participants (18,311 participants); asset peers above are excluded.
- Raising Cane's Retirement Savings Plan (TX) 18,330 · 19 off
- Intuit Inc. 401(k) Plan (CA) 18,288 · 23 off
- Ecolab Savings Plan and ESOP (MN) 18,274 · 37 off
- Boston Scientific Corporation 401(k) Retirement Savings Plan (MA) 18,359 · 48 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.