401(k) · DOL Form 5500 · 2023

Truckworx, Inc 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
410
Participants Below avg headcount
76th
Percentile by assets National rank
$61,078
Avg per participant Low balance/head
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Official DOL plan name: Truckworx Employee Retirement Savings Plan · Sponsored by Truckworx, Inc · Alabama · Wholesale Trade

$25M in assets, 410 participants

Truckworx, Inc's Truckworx Employee Retirement Savings Plan reported $25M in total assets and 410 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,730 in Wholesale Trade (6,309 peers)

Where Truckworx Employee Retirement Savings Plan sits by assets

Truckworx Employee Retirement Savings Plan sits in the top quartile of all filed plans by assets, $25M for 410 participants (~$61,078/participant), up 23.3% in 2023.

#4,730
in Wholesale Trade (6,309 peers)
+23.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Truckworx Employee Retirement Savings Plan's outsized position by total assets

Truckworx Employee Retirement Savings Plan vs every filed plan by assets

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

$25,042,119 Top 24% higher than 76% 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

Truckworx Employee Retirement Savings 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. Truckworx Employee Retirement Savings Plan sits mid-pack in the medium band (410 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Truckworx Employee Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Truckworx Employee Retirement Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Truckworx Employee Retirement Savings Plan reported participants rose from 380 in the plan year 2022 filing to 410 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 462225729 · Truckworx, Inc PY 2023 · 401(k)

Truckworx Employee Retirement Savings Plan · $25M · 410 · 76th

  • TYPE $25M
  • TYPE 410
  • TYPE 76th
  • TYPE 401(k)
  • TYPE near Kyruus, Inc. Employee Retirement Savings Plan
  • TYPE ind #4730

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 Wholesale Trade retirement plans → · Plans in Alabama →

Truckworx Employee Retirement Savings Plan in the asset neighbourhood

Truckworx Employee Retirement Savings PlanTruckworx Employee Retiremen…$25MKyruus, Inc. Employee Retirement Savings PlanKyruus, Inc. Employee Retire…$25MOrient Bancorporation Employee Retirement PlanOrient Bancorporation Employ…$25MSquaxin Island Tribe and Island Enterprise 401(k) PlanSquaxin Island Tribe and Isl…$25MOrbis 401(k) Retirement Plan$25M
End-of-year total assets ($M) among Truckworx Employee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$5M
Employer EIN462225729
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Truckworx, Inc)

Sponsor-wide plan assets over time

All Truckworx, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$30M 48.1580272653786% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.3M $30.1M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 380 $20M
2023 1 410 $25M
2024 1 472 $30M

Nearby 401(k) Plans in Alabama

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

Truckworx Employee Retirement Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Truckworx Employee Retirement Savings Plan, Total assets ($B): 0.025042119 · Participants: 410Truckworx Employee Retirement Savings PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Truckworx Employee Retirement Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Truckworx Employee Retirement Savings Plan side-by-side with 3 peers →

Truckworx Employee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Kyruus, Inc. Employee Retirement Savings Plan in MA ($25M); by covered participants it is Logixhealth, Inc 401(k) Plan in MA (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 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 Truckworx Employee Retirement Savings Plan assets move in 2023? ▼
Truckworx Employee Retirement Savings Plan grew sharply - up 23.3% during 2023, from $20M to $25M. Reported net income was $5M.
How have Truckworx, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truckworx, Inc's sponsor-wide assets grew 48.2%, from $20M to $30M.
Where does Truckworx Employee Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Truckworx Employee Retirement Savings Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Truckworx Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kyruus, Inc. Employee Retirement Savings Plan in MA ($25M, 422 participants).
Which 401(k) plans cover a similar participant headcount to Truckworx Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logixhealth, Inc 401(k) Plan in MA (410 participants, $19M 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 462225729.

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.