401(k) · DOL Form 5500 · 2022
Estes Express Lines 401(k) Plan
Data updated 2026-08-25
- $113M
- Total assets Near avg plan size
- 3,406
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $33,126
- Avg per participant Low balance/head
Official DOL plan name: Estes West 401(k) Retirement Plan · Sponsored by Estes Express Lines · Virginia · Transportation & Warehousing
$113M in assets, 3,406 participants
Estes Express Lines's Estes West 401(k) Retirement Plan reported $113M in total assets and 3,406 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,577 in Transportation & Warehousing (3,876 peers)
Coverage in Virginia
Estes West 401(k) Retirement Plan covers 3,406 participants in Virginia, 4.4x the typical Virginia plan (state average ~782 per filing). Assets: $113M.
- #3,577
- in Transportation & Warehousing (3,876 peers)
- -16.4%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Estes West 401(k) Retirement Plan's outsized position by total assets
Estes West 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$112,826,415 Top 7% higher than 93% 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 West 401(k) Retirement Plan's large-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 West 401(k) Retirement Plan lands in the large band (3,406 participants).
DOL schedule card
Filing strip 953156091 · Estes Express Lines PY 2022 · 401(k)
Estes West 401(k) Retirement Plan · $113M · 3,406 · 93rd
- NET $113M
- NET 3,406
- NET 93rd
- NET 401(k)
- NET near Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan
- NET ind #3577
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 West 401(k) Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $135M |
|---|---|
| Net Assets (End of Year) | $113M |
| Net Income | -$21M |
| Employer EIN | 953156091 |
| Plan Effective Date | 2001-11-15 |
| 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
- $161M 42.73428434289966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,406 | $113M |
| 2023 | 1 | 3,411 | $135M |
| 2024 | 1 | 3,740 | $161M |
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
Estes West 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan in NC ($113M); by covered participants it is Vitalcaring Group 401(k) Plan in TX (3,406 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($113M here).
- Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan (NC) $113M · 211
- Employee Retirement Plan for Closure Systems International (IN) $113M · 768
- Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan (IN) $113M · 832
- Delta America Ltd. 401(k) Salary Savings Plan and Trust (CA) $113M · 316
Similar participant headcount
Nearest other-state filings by covered participants (3,406 participants); asset peers above are excluded.
- Vitalcaring Group 401(k) Plan (TX) 3,406 · 0 off
- The Chef's Warehouse 401(k) Profit Sharing Plan & Trust (CT) 3,406 · 0 off
- Boise Cascade Company Savings Plan (ID) 3,405 · 1 off
- Pride Capital Partners, LLC 401(k) Plan (NY) 3,405 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.