401(k) · DOL Form 5500 · 2022

Whitacre Logistics LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
111
Participants Small participant base
39th
Percentile by assets National rank
$25,040
Avg per participant Low balance/head
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Official DOL plan name: Whitacre Logistics 401(k) Plan · Sponsored by Whitacre Logistics LLC · Ohio · Transportation & Warehousing

$3M in assets, 111 participants

Whitacre Logistics LLC's Whitacre Logistics 401(k) Plan reported $3M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,552 in Transportation & Warehousing (3,876 peers)

Coverage in Ohio

Whitacre Logistics 401(k) Plan covers 111 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#1,552
in Transportation & Warehousing (3,876 peers)
-2.0%
assets change YoY

The plan reported a net loss of $57K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whitacre Logistics 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Whitacre Logistics 401(k) Plan vs every filed plan by assets

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

$2,779,421 39th percentile higher than 39% 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

Whitacre Logistics 401(k) Plan 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. Whitacre Logistics 401(k) Plan sits mid-pack in the medium band (111 participants).

Form 5500 schedule snapshot

Filing strip 264192485 · Whitacre Logistics LLC PY 2022 · 401(k)

Whitacre Logistics 401(k) Plan · $3M · 111 · 39th

  • PHOTO $3M
  • PHOTO 111
  • PHOTO 39th
  • PHOTO 401(k)
  • PHOTO near Jcm Business Solutions, LLC 401(k) Plan
  • PHOTO ind #1552

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 Ohio →

Whitacre Logistics 401(k) Plan in the asset neighbourhood

Whitacre Logistics 401(k) PlanWhitacre Logistics 401(k) Pl…$3MJcm Business Solutions, LLC 401(k) PlanJcm Business Solutions, LLC …$3MMonmouth Family Health Center, Inc. 401(k)) Retirement PlanMonmouth Family Health Cente…$3MRed Pointe Roofing 401(k) PlanRed Pointe Roofing 401(k) Pl…$3MGrunt Style, LLC 401(k) Profit Sharing PlanGrunt Style, LLC 401(k) Prof…$3M
End-of-year total assets ($M) among Whitacre Logistics 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$57K
Employer EIN264192485
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitacre Logistics LLC)

Sponsor-wide plan assets over time

All Whitacre Logistics LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.85552926310912% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.78M $4.03M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 111 $3M
2023 1 133 $4M
2024 1 105 $4M

Nearby 401(k) Plans in Ohio

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

Whitacre Logistics 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Whitacre Logistics 401(k) Plan, Total assets ($B): 0.002779421 · Participants: 111Whitacre Logistics 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Whitacre Logistics 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Whitacre Logistics 401(k) Plan side-by-side with 3 peers →

Whitacre Logistics 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Jcm Business Solutions, LLC 401(k) Plan in NY ($3M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Whitacre Logistics 401(k) Plan assets move in 2022? ▼
Whitacre Logistics 401(k) Plan edged down modestly - down 2.0% during 2022, from $3M to $3M. Reported net income was -$57K.
How have Whitacre Logistics LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitacre Logistics LLC's sponsor-wide assets grew 44.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Whitacre Logistics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jcm Business Solutions, LLC 401(k) Plan in NY ($3M, 442 participants).
Which 401(k) plans cover a similar participant headcount to Whitacre Logistics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K in assets).

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 264192485.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.