401(k) · DOL Form 5500 · 2023

Bulk Transit Corporation 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 207
Participants Below avg headcount: 53rd
Percentile by assets National rank: $37,599
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Bulk & Spur 401(k) Plan · Sponsored by Bulk Transit Corporation · Ohio · Transportation & Warehousing

$8M in assets, 207 participants

Bulk Transit Corporation's Bulk & Spur 401(k) Plan reported $8M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#1,806 in Transportation & Warehousing (3,362 peers)

Coverage in Ohio

Bulk & Spur 401(k) Plan covers 207 participants in Ohio, about 27% of the average Ohio filer (state average ~765 per filing). Assets: $8M.

#1,806
in Transportation & Warehousing (3,362 peers): +15.4%
assets growth YoY

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

Bulk & Spur 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,782,929 Top 47% higher than 53% 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

Bulk & Spur 401(k) 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. Bulk & Spur 401(k) Plan sits mid-pack in the medium band (207 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Bulk & Spur 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Bulk & Spur 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Bulk & Spur 401(k) Plan reported participants rose from 203 in the plan year 2022 filing to 207 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 311314380 · Bulk Transit Corporation PY 2023 · 401(k)

Bulk & Spur 401(k) Plan · $8M · 207 · 53rd

PART $8M
TYPE 207
NET 53rd
BOOK 401(k)
VS-ST near Anixter Center Incentive Savings Plan
BOY ind #1806

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 →

End-of-year total assets ($M) among Bulk & Spur 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$1M
Employer EIN	311314380
Plan Effective Date	1980-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bulk Transit Corporation)

Latest sponsor-wide plan assets: $8M 13.945395002254443% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	203	$7M
2023	1	207	$8M
2024	1	208	$8M

Nearby 401(k) Plans in Ohio

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

Bulk & Spur 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Bulk & Spur 401(k) Plan side-by-side with 3 peers →

Bulk & Spur 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Anixter Center Incentive Savings Plan in IL ($8M); by covered participants it is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Anixter Center Incentive Savings Plan (IL) $8M · 171
Prime Communications, Inc. 401(k) Plan (NE) $8M · 155
Hospitality Purveyors, Inc. 401(k) Plan (FL) $8M · 197
E & F Management, LLC 401(k) Plan (NE) $8M · 282

Similar participant headcount

Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.

Rp Construction Services, Inc. 401(k) Plan (CA) 207 · 0 off
Advanced Photographic Solutions Retirement Savings Plan (TN) 207 · 0 off
Pilot Pen 401(k) Plan (FL) 207 · 0 off
Core Services Group, Inc. 401(k) Profit Sharing Plan (NY) 207 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bulk & Spur 401(k) Plan assets move in 2023? ▼

Bulk & Spur 401(k) Plan grew sharply - up 15.4% during 2023, from $7M to $8M. Reported net income was $1M.

How have Bulk Transit Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bulk Transit Corporation's sponsor-wide assets grew 13.9%, from $7M to $8M.

Which 401(k) plans are similar in size to Bulk & Spur 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Anixter Center Incentive Savings Plan in IL ($8M, 171 participants).

Which 401(k) plans cover a similar participant headcount to Bulk & Spur 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311314380.