401(k) · DOL Form 5500 · 2023
Napa Transportation, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 378
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $28,085
- Avg per participant Low balance/head
Official DOL plan name: Napa Transportation, Inc. Retirement Plan · Sponsored by Napa Transportation, Inc. · Pennsylvania · Transportation & Warehousing
$11M in assets, 378 participants
Napa Transportation, Inc.'s Napa Transportation, Inc. Retirement Plan reported $11M in total assets and 378 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #2,043 in Transportation & Warehousing (3,362 peers)
Coverage in Pennsylvania
Napa Transportation, Inc. Retirement Plan covers 378 participants in Pennsylvania, about 46% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.
- #2,043
- in Transportation & Warehousing (3,362 peers)
- +17.7%
- assets growth YoY
Napa Transportation, Inc. Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Napa Transportation, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,616,138 Top 40% higher than 60% 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
Napa Transportation, Inc. Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Napa Transportation, Inc. Retirement Plan sits mid-pack in the medium band (378 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Napa Transportation, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Napa Transportation, Inc. Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 251657908 · Napa Transportation, Inc. PY 2023 · 401(k)
Napa Transportation, Inc. Retirement Plan · $11M · 378 · 60th
- 5500 $11M
- 5500 378
- 5500 60th
- 5500 401(k)
- 5500 near Cello & Maudru Construction Company, Inc. 401(k) Profit Sharing Plan
- 5500 ind #2043
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 Pennsylvania →
Napa Transportation, Inc. Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 251657908 |
| Plan Effective Date | 1996-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Napa Transportation, Inc.)
Sponsor-wide plan assets over time
All Napa Transportation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 25.552573908888498% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 377 | $9M |
| 2023 | 1 | 378 | $11M |
| 2024 | 1 | 385 | $11M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Napa Transportation, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Cello & Maudru Construction Company, Inc. 401(k) Profit Sharing Plan in CA ($11M); by covered participants it is Sdl Inc. 401(k) Plan in MA (378 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (378 participants); asset peers above are excluded.
- Sdl Inc. 401(k) Plan (MA) 378 · 0 off
- 80/20, LLC Retirement Readiness 401(k) Plan (IN) 378 · 0 off
- I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan (DE) 378 · 0 off
- Interwest Insurance Services, LLC 401(k) Profit Sharing Plan (CA) 378 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.