401(k) · DOL Form 5500 · 2022

Allegiance Trucks North Americ 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
800
Participants Near avg headcount
73rd
Percentile by assets National rank
$18,732
Avg per participant Low balance/head
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Official DOL plan name: Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust · Sponsored by Allegiance Trucks North Americ · Connecticut · Transportation & Warehousing

$15M in assets, 800 participants

Allegiance Trucks North Americ's Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust reported $15M in total assets and 800 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,860 in Transportation & Warehousing (3,876 peers)

Allegiance Trucks North Americ multi-year trail

Allegiance Trucks North Americ's plans moved +160.5% in assets from 2022 to 2024; this filing shows Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust at $15M / 800 participants.

#2,860
in Transportation & Warehousing (3,876 peers)
+42.7%
assets growth YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,985,676 Top 27% higher than 73% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (800 participants).

Published 5500 schedule card

Filing strip 854127130 · Allegiance Trucks North Americ PY 2022 · 401(k)

Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust · $15M · 800 · 73rd

  • ASSETS $15M
  • PCT 800
  • EIN 73rd
  • RANK 401(k)
  • PHOTO near Leam 401(k) Plan and Trust
  • IND ind #2860

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 Connecticut →

Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Allegiance Trucks North Americ 401(k) Profit Sharing Plan & TrustAllegiance Trucks North Amer…$15MLeam 401(k) Plan and Trust$15MMocap LLC Retirement Savings PlanMocap LLC Retirement Savings…$15MIntercare Community Health Network 401(k) Retirement PlanIntercare Community Health N…$15MSnap Holdings LLC 401(k) Plan$15M
End-of-year total assets ($M) among Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Allegiance Trucks North Americ multi-year asset trail

Sponsor-wide plan assets over time

All Allegiance Trucks North Americ plans reported in each filing year

Latest sponsor-wide plan assets
$39M 160.47030691679808% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $15.1M $39.4M ▲ +160.4%
Year Plans Participants Total Assets
2022 2 800 $15M
2023 2 691 $34M
2024 1 1,055 $39M

Allegiance Trucks North Americ filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN854127130
Plan Effective Date2016-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.014985676 · Participants: 800Allegiance Trucks North Americ 401(k) Profit Sharing Plan & TrustUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants

Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Leam 401(k) Plan and Trust in LA ($15M); by covered participants it is 8th Avenue Food & Provisions, Inc. 401(k) Plan in MO (800 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (800 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust assets move in 2022?
Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust surged - up 42.7% during 2022, from $11M to $15M. Reported net income was -$3M.
How have Allegiance Trucks North Americ plan assets changed over time?
Across 3 plan years on file (2022-2024), Allegiance Trucks North Americ's sponsor-wide assets grew 160.5%, from $15M to $39M.
Which 401(k) plans are similar in size to Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Leam 401(k) Plan and Trust in LA ($15M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Allegiance Trucks North Americ 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is 8th Avenue Food & Provisions, Inc. 401(k) Plan in MO (800 participants, $57M in assets).