Profit Sharing · DOL Form 5500 · 2023

Budd Logistics, Inc. Profit Sharing Plan

Data updated 2026-08-25

$775K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$775,082
Avg per participant High balance/head
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Official DOL plan name: Budd Logistics, Inc. Retirement Plan · Sponsored by Budd Logistics, Inc. · California · Transportation & Warehousing

$775K in assets, 1 participants

Budd Logistics, Inc.'s Budd Logistics, Inc. Retirement Plan reported $775K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

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

Budd Logistics, Inc. multi-year trail

Budd Logistics, Inc.'s plans moved -46.0% in assets from 2022 to 2024; this filing shows Budd Logistics, Inc. Retirement Plan at $775K / 1 participant.

#738
in Transportation & Warehousing (3,362 peers)
-0.2%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Budd Logistics, Inc. Retirement Plan among the smaller filed plans by assets

Budd Logistics, Inc. Retirement Plan vs every filed plan by assets

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

$775,082 22nd percentile higher than 22% 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

Budd Logistics, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Budd Logistics, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Budd Logistics, Inc. Retirement Plan reported net income fell from $2K in the plan year 2022 filing to -$2K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 454521252 · Budd Logistics, Inc. PY 2023 · Profit Sharing

Budd Logistics, Inc. Retirement Plan · $775K · 1 · 22nd

  • PCT $775K
  • PCT 1
  • PCT 22nd
  • PCT Profit Sharing
  • PCT near Scott Lew Enterprises Inc. Retirement Plan
  • PCT ind #738

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 California →

Budd Logistics, Inc. Retirement Plan in the asset neighbourhood

Budd Logistics, Inc. Retirement PlanBudd Logistics, Inc. Retirem…$775KJasdar Inc. Retirement Plan$775KBerger & Company, PC Profit Sharing PlanBerger & Company, PC Profit …$776KScott Lew Enterprises Inc. Retirement PlanScott Lew Enterprises Inc. R…$775KSaved by Grace, Inc. Profit Sharing Plan & TrustSaved by Grace, Inc. Profit …$775K
End-of-year total assets ($M) among Budd Logistics, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Budd Logistics, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Budd Logistics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$420K 46.00463320463321% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.78M $0.42M ▼ -46.2%
Year Plans Participants Total Assets
2022 1 1 $777K
2023 1 1 $775K
2024 1 1 $420K

Budd Logistics, Inc. filing trail (2023)

Total Assets (Beginning of Year)$777K
Net Assets (End of Year)$775K
Net Income-$2K
Employer EIN454521252
Plan Effective Date2012-03-09
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Budd Logistics, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Budd Logistics, Inc. Retirement Plan, Total assets ($B): 0.000775082 · Participants: 1Budd Logistics, Inc. Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Budd Logistics, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Budd Logistics, Inc. Retirement Plan side-by-side with 3 peers →

Budd Logistics, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Scott Lew Enterprises Inc. Retirement Plan in NY ($775K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($775K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Budd Logistics, Inc. Retirement Plan assets move in 2023? ▼
Budd Logistics, Inc. Retirement Plan held essentially flat - down 0.2% during 2023, from $777K to $775K. Reported net income was -$2K.
How have Budd Logistics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Budd Logistics, Inc.'s sponsor-wide assets declined 46.0%, from $777K to $420K.
Where does Budd Logistics, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Budd Logistics, Inc. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Budd Logistics, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Scott Lew Enterprises Inc. Retirement Plan in NY ($775K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Budd Logistics, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 454521252.

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.