401(k) · DOL Form 5500 · 2023
U.S. Xpress Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $118M
- Total assets Near avg plan size
- 7,799
- Participants Very large workforce
- 92nd
- Percentile by assets National rank
- $15,101
- Avg per participant Low balance/head
Official DOL plan name: Xpressavings 401(k) Plan · Sponsored by U.S. Xpress Enterprises, Inc. · Tennessee · Transportation & Warehousing
$118M in assets, 7,799 participants
U.S. Xpress Enterprises, Inc.'s Xpressavings 401(k) Plan reported $118M in total assets and 7,799 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,037 in Transportation & Warehousing (3,362 peers)
Coverage in Tennessee
Xpressavings 401(k) Plan covers 7,799 participants in Tennessee, 6.9x the typical Tennessee plan (state average ~1,126 per filing). Assets: $118M.
- #3,037
- in Transportation & Warehousing (3,362 peers)
- +17.3%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Xpressavings 401(k) Plan's outsized position by total assets
Xpressavings 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$117,768,932 Top 8% higher than 92% 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
Xpressavings 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Xpressavings 401(k) Plan lands in the large band (7,799 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Xpressavings 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Xpressavings 401(k) Plan reported participants rose from 5,966 in the plan year 2022 filing to 7,799 in the plan year 2023 filing.
- Xpressavings 401(k) Plan end-of-year assets rose from $100M in the plan year 2022 filing to $118M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 621378182 · U.S. Xpress Enterprises, Inc. PY 2023 · 401(k)
Xpressavings 401(k) Plan · $118M · 7,799 · 92nd
- IND $118M
- EOY 7,799
- 5500 92nd
- ASSETS 401(k)
- PCT near Hawai'i Pacific Health 401(k) Plan
- EIN ind #3037
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 Tennessee →
Xpressavings 401(k) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | $17M |
| Employer EIN | 621378182 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U.S. Xpress Enterprises, Inc.)
Sponsor-wide plan assets over time
All U.S. Xpress Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,966 | $100M |
| 2023 | 1 | 7,799 | $118M |
| 2024 | 1 | 6,927 | N/A |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Scale composition for Xpressavings 401(k) Plan
Xpressavings 401(k) Plan reports $118M in end-of-year assets across 7,799 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $15,101 per participant (11% of the national average assets-per-participant) . Net income for plan year 2023 was $17M.
This plan identity (EIN 621378182, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 while covered participants moved from 5,966 to 6,927 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,966 | $100M | Open filing |
| 2023 | 7,799 | $118M | This page |
| 2024 | 6,927 | N/A | Open filing |
Xpressavings 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Hawai'i Pacific Health 401(k) Plan in HI ($118M); by covered participants it is U.S. Renal Care, Inc. Profit Sharing Plan in TX (7,799 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118M here).
- Hawai'i Pacific Health 401(k) Plan (HI) $118M · N/A
- Brakebush Brothers, Inc. Employees Savings & Retirement Plan (WI) $118M · 2,274
- Kirby Risk Corporation Retirement Plan (IN) $118M · 1,408
- Optiver 401(k) Plan (IL) $118M · 414
Similar participant headcount
Nearest other-state filings by covered participants (7,799 participants); asset peers above are excluded.
- U.S. Renal Care, Inc. Profit Sharing Plan (TX) 7,799 · 0 off
- Baker Companies 401(k) Plan (OH) 7,797 · 2 off
- Alaska Airlines, Inc. Cops, Mrp & Dispatch 401(k) Plan (WA) 7,801 · 2 off
- Delaware North Companies 401(k) Plan (NY) 7,796 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.