Jeff Foster Trucking, Inc. 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Jeff Foster Trucking, Inc. · Wisconsin · Transportation & Warehousing
What the 2023 filing shows
Jeff Foster Trucking, Inc. 401(k) Plan holds $4M for 123 participants — about $34,518 per participant, down 19.3% over the 2022 plan year.
- $4M
- total plan assets (2022 EOY)
- 123
- covered participants
- $34,518
- avg assets per participant
- -19.3%
- assets change YoY
The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Jeff Foster Trucking, Inc. 401(k) Plan
Jeff Foster Trucking, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Jeff Foster Trucking, Inc., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 123 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 411509153, and the plan has been effective since 1996-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $5M at the beginning of 2022 to $4M at year-end — a decline of 19.3%. Net assets (after liabilities) closed the year at $4M, with reported net income of $-1,016,035 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.
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) | $5M |
| Total Assets (End of Year) | $4M |
| Net Assets (End of Year) | $4M |
| Net Income | $-1,016,035 |
| Plan Type | 401(k) |
| Employer EIN | 411509153 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Related Data
Guides
Frequently Asked Questions
How much money is in the Jeff Foster Trucking, Inc. 401(k) Plan? ▼
What type of plan is Jeff Foster Trucking, Inc. 401(k) Plan? ▼
Who sponsors the Jeff Foster Trucking, Inc. 401(k) Plan? ▼
How did Jeff Foster Trucking, Inc. 401(k) Plan perform in 2022? ▼
Where can I find official filings for Jeff Foster Trucking, Inc. 401(k) Plan? ▼
How does Jeff Foster Trucking, Inc. 401(k) Plan compare to other plans? ▼
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 411509153.
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.
Read our methodology — how this data is sourced, computed, and verified.