401(k) · DOL Form 5500 · 2023

Roger Bettis Trucking, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
121
Participants Small participant base
52nd
Percentile by assets National rank
$59,914
Avg per participant Low balance/head
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Official DOL plan name: Roger Bettis Trucking, Inc. 401(k) Plan · Sponsored by Roger Bettis Trucking, Inc. · Ohio · Transportation & Warehousing

$7M in assets, 121 participants

Roger Bettis Trucking, Inc.'s Roger Bettis Trucking, Inc. 401(k) Plan reported $7M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,763 in Transportation & Warehousing (3,362 peers)

Coverage in Ohio

Roger Bettis Trucking, Inc. 401(k) Plan covers 121 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $7M.

#1,763
in Transportation & Warehousing (3,362 peers)
+26.3%
assets growth YoY

Roger Bettis Trucking, Inc. 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Roger Bettis Trucking, Inc. 401(k) Plan vs every filed plan by assets

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

$7,249,570 Top 48% higher than 52% of 127,068 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 2023

Roger Bettis Trucking, Inc. 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. Roger Bettis Trucking, Inc. 401(k) Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roger Bettis Trucking, Inc. 401(k) Plan reported net income rose from -$943K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Roger Bettis Trucking, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Roger Bettis Trucking, Inc. 401(k) Plan reported participants rose from 113 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341723452 · Roger Bettis Trucking, Inc. PY 2023 · 401(k)

Roger Bettis Trucking, Inc. 401(k) Plan · $7M · 121 · 52nd

  • EBSA $7M
  • EBSA 121
  • EBSA 52nd
  • EBSA 401(k)
  • EBSA near Lwin Family Co. Retirement Plan
  • EBSA ind #1763

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 →

Roger Bettis Trucking, Inc. 401(k) Plan in the asset neighbourhood

Roger Bettis Trucking, Inc. 401(k) PlanRoger Bettis Trucking, Inc. …$7MLwin Family Co. Retirement PlanLwin Family Co. Retirement P…$7MMeridian Group 401(k) Profit Sharing Plan & TrustMeridian Group 401(k) Profit…$7MNed R Healy & Co., Inc. Employee Savings & Retirement PlanNed R Healy & Co., Inc. Empl…$7MOrthoanesthesia PC 401(k) PlanOrthoanesthesia PC 401(k) Pl…$7M
End-of-year total assets ($M) among Roger Bettis Trucking, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN341723452
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roger Bettis Trucking, Inc.)

Sponsor-wide plan assets over time

All Roger Bettis Trucking, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 37.644831592912816% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.74M $7.9M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 113 $6M
2023 1 121 $7M
2024 1 119 $8M

Nearby 401(k) Plans in Ohio

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

Roger Bettis Trucking, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Roger Bettis Trucking, Inc. 401(k) Plan, Total assets ($B): 0.00724957 · Participants: 121Roger Bettis Trucking, Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Roger Bettis Trucking, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Roger Bettis Trucking, Inc. 401(k) Plan side-by-side with 3 peers →

Roger Bettis Trucking, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Lwin Family Co. Retirement Plan in NC ($7M); by covered participants it is The Jane Pauley Community Health in IN (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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.

Frequently Asked Questions

How did Roger Bettis Trucking, Inc. 401(k) Plan assets move in 2023? ▼
Roger Bettis Trucking, Inc. 401(k) Plan grew sharply - up 26.3% during 2023, from $6M to $7M. Reported net income was $2M.
How have Roger Bettis Trucking, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roger Bettis Trucking, Inc.'s sponsor-wide assets grew 37.6%, from $6M to $8M.
Which 401(k) plans are similar in size to Roger Bettis Trucking, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lwin Family Co. Retirement Plan in NC ($7M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Roger Bettis Trucking, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Jane Pauley Community Health in IN (121 participants, $2M 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 341723452.

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.