401(k) · DOL Form 5500 · 2023
James B. Studdard Transfer and Storage Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $91,430
- Avg per participant Below avg balance/head
Official DOL plan name: The Studdard Group 401(k) Plan · Sponsored by James B. Studdard Transfer and Storage Company, Inc. · Kansas · Transportation & Warehousing
$3M in assets, 30 participants
James B. Studdard Transfer and Storage Company, Inc.'s The Studdard Group 401(k) Plan reported $3M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #1,136 in Transportation & Warehousing (3,362 peers)
2023 asset change
The Studdard Group 401(k) Plan grew at a solid clip 12.7% in 2023 ($2M → $3M) for 30 participants.
- #1,136
- in Transportation & Warehousing (3,362 peers)
- +12.7%
- assets growth YoY
The Studdard Group 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers
The Studdard Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,742,892 34th percentile higher than 34% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Studdard Group 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Studdard Group 401(k) Plan is a small filing (30 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Studdard Group 401(k) Plan reported net income rose from -$210K in the plan year 2022 filing to $309K in the plan year 2023 filing.
- The Studdard Group 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Studdard Group 401(k) Plan reported participants fell from 34 in the plan year 2022 filing to 30 in the plan year 2023 filing.
DOL schedule card
Filing strip 480731630 · James B. Studdard Transfer and Storage Company, Inc. PY 2023 · 401(k)
The Studdard Group 401(k) Plan · $3M · 30 · 34th
- PART $3M
- PART 30
- PART 34th
- PART 401(k)
- PART near R. Edward Hudgens, Dmd Profit Sharing Plan
- PART ind #1136
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 Kansas →
The Studdard Group 401(k) Plan in the asset neighbourhood
James B. Studdard Transfer and Storage Company, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All James B. Studdard Transfer and Storage Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 0.7992794486730449% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $2M |
| 2023 | 1 | 30 | $3M |
| 2024 | 1 | 26 | $2M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $309K |
| Employer EIN | 480731630 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Savings Plan $3.9B · 11,911
- Performance Contracting Group, Inc. ESOP/401(k) Plan $2.9B · 1,223
- Black & Veatch Retirement Program $2.7B · 6,890
- Garmin International, Inc. Retirement Plan $1.8B · 6,332
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,704
The Studdard Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is R. Edward Hudgens, Dmd Profit Sharing Plan in SC ($3M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.