401(k) · DOL Form 5500 · 2022
Averitt Express, Inc. 401(k) Plan
Data updated 2026-08-25
- $602M
- Total assets Above avg plan size
- 8,690
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $69,249
- Avg per participant Below avg balance/head
Official DOL plan name: Averitt Express 401(k) & Profit Sharing Plan · Sponsored by Averitt Express, Inc. · Tennessee · Transportation & Warehousing
$602M in assets, 8,690 participants
Averitt Express, Inc.'s Averitt Express 401(k) & Profit Sharing Plan reported $602M in total assets and 8,690 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.
- #3,773 in Transportation & Warehousing (3,876 peers)
Coverage in Tennessee
Averitt Express 401(k) & Profit Sharing Plan covers 8,690 participants in Tennessee, 7.7x the typical Tennessee plan (state average ~1,126 per filing). Assets: $602M.
- #3,773
- in Transportation & Warehousing (3,876 peers)
- -8.5%
- assets change YoY
- 6.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $56M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Averitt Express 401(k) & Profit Sharing Plan's outsized position by total assets
Averitt Express 401(k) & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$601,775,434 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
Averitt Express 401(k) & Profit Sharing 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. Averitt Express 401(k) & Profit Sharing Plan lands in the large band (8,690 participants).
Published 5500 schedule card
Filing strip 620755421 · Averitt Express, Inc. PY 2022 · 401(k)
Averitt Express 401(k) & Profit Sharing Plan · $602M · 8,690 · 98th
- EIN $602M
- EIN 8,690
- EIN 98th
- EIN 401(k)
- EIN near Coherent Corp. 401(k) Profit Sharing Plan
- EIN ind #3773
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 Tennessee →
Averitt Express 401(k) & Profit Sharing Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $658M |
|---|---|
| Net Assets (End of Year) | $602M |
| Net Income | -$56M |
| Employer EIN | 620755421 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Averitt Express, Inc.)
Sponsor-wide plan assets over time
All Averitt Express, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $775M 28.824412928760403% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,690 | $602M |
| 2023 | 1 | 9,257 | $693M |
| 2024 | 1 | 8,647 | $775M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Scale composition for Averitt Express 401(k) & Profit Sharing Plan
Averitt Express 401(k) & Profit Sharing Plan reports $602M in end-of-year assets across 8,690 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $69,249 per participant (50% of the national average assets-per-participant) . Net income for plan year 2022 was -$56M.
This plan identity (EIN 620755421, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $602M to $775M (+28.8%) while covered participants moved from 8,690 to 8,647 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,690 | $602M | This page |
| 2023 | 9,257 | $693M | Open filing |
| 2024 · index core | 8,647 | $775M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Averitt Express, Inc. Profit Sharing and 401(k) Plan (401(k), $775M, 8,647 participants)
Averitt Express 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Coherent Corp. 401(k) Profit Sharing Plan in PA ($601M); by covered participants it is Follett Retirement Savings Plan in IL (8,694 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($602M here).
- Coherent Corp. 401(k) Profit Sharing Plan (PA) $601M · 3,552
- The Gates Matchmaker Plan (CO) $601M · 3,903
- Bt U.S. Retirement Savings Plan 401(k) (TX) $603M · 1,039
- Corelogic, Inc. 401(k) Savings Plan (CA) $601M · 4,364
Similar participant headcount
Nearest other-state filings by covered participants (8,690 participants); asset peers above are excluded.
- Follett Retirement Savings Plan (IL) 8,694 · 4 off
- Zurich Savings Plan (IL) 8,681 · 9 off
- Brunswick Rewards Plan (IL) 8,679 · 11 off
- Blackrock Retirement Savings Plan (NY) 8,679 · 11 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.