401(k) · DOL Form 5500 · 2022

Estes Express Lines 401(k) Plan

Data updated 2026-08-11

$611M
Total assets
18,311
Participants
98th
Percentile by assets
$33,388
Avg per participant
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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.

  • 98th percentile by assets (of 139,126 plans)
  • #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.

$611M
total plan assets (2022 EOY)
18,311
covered participants
98th
percentile by assets (of 139,126 plans)
$33,388
avg assets per participant

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.

Where Estes Express Lines 401(k) Retirement Plan sits 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

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Estes Express Lines 401(k) Retirement Plan reports 18,311 participants - 23x that state average ($611M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$721M
Net Assets (End of Year)$611M
Net Income-$111M
Employer EIN540492941
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Estes Express Lines)

$500M$600M$700M$800M$900M 202220232024 $611M $866M ▲ +41.7%
Total plan assets by year, all Estes Express Lines plans on file
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.

Estes Express Lines 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Estes Express Lines 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 -10010203040 Total assets ($B) Participants Estes Express Lines …Northrop Grumman Sav…401(k) Pension PlanGeneral Dynamics Cor…Leidos, Inc. Retirem…Bae Systems Employee…
Estes Express Lines 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Estes Express Lines 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Estes Express Lines 401(k) Retirement Plan assets move in 2022?
Estes Express Lines 401(k) Retirement Plan declined sharply - down 15.2% during 2022, from $721M to $611M. Reported net income was -$111M.
How have Estes Express Lines plan assets changed over time?
Across 3 plan years on file (2022-2024), Estes Express Lines's sponsor-wide assets grew 41.7%, from $611M to $866M.
Where does Estes Express Lines 401(k) Retirement Plan rank by assets among Form 5500 filers?
Estes Express Lines 401(k) Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Estes Express Lines 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Meritor, Inc. Savings Plan in IN ($613M, 3,542 participants).

Next read for Estes Express Lines 401(k) Retirement Pl…

Filing takeaways

Ways to act on Estes Express Lines 401(k) Retirement Plan's numbers.