401(k) · DOL Form 5500 · 2023

M & M Cartage, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
349
Participants Below avg headcount
56th
Percentile by assets National rank
$26,008
Avg per participant Low balance/head
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Official DOL plan name: M and M Cartage 401(k) Retirement Plan · Sponsored by M & M Cartage, Inc. · Kentucky · Transportation & Warehousing

$9M in assets, 349 participants

M & M Cartage, Inc.'s M and M Cartage 401(k) Retirement Plan reported $9M in total assets and 349 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,924 in Transportation & Warehousing (3,362 peers)

M & M Cartage, Inc. multi-year trail

M & M Cartage, Inc.'s plans moved +43.1% in assets from 2022 to 2024; this filing shows M and M Cartage 401(k) Retirement Plan at $9M / 349 participants.

#1,924
in Transportation & Warehousing (3,362 peers)
+24.6%
assets growth YoY

M and M Cartage 401(k) Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

M and M Cartage 401(k) Retirement Plan vs every filed plan by assets

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

$9,076,802 Top 44% higher than 56% 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

M and M Cartage 401(k) Retirement 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. M and M Cartage 401(k) Retirement Plan sits mid-pack in the medium band (349 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M and M Cartage 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • M and M Cartage 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 610865101 · M & M Cartage, Inc. PY 2023 · 401(k)

M and M Cartage 401(k) Retirement Plan · $9M · 349 · 56th

  • BOOK $9M
  • BOOK 349
  • BOOK 56th
  • BOOK 401(k)
  • BOOK near Sun State International Trucks, LLC. 401(k) Retirement Plan
  • BOOK ind #1924

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 Kentucky →

M and M Cartage 401(k) Retirement Plan in the asset neighbourhood

M and M Cartage 401(k) Retirement PlanM and M Cartage 401(k) Retir…$9MSun State International Trucks, LLC. 401(k) Retirement PlanSun State International Truc…$9MSrc Money Purchase Pension PlanSrc Money Purchase Pension P…$9MShoreline Insurance Agency, Inc. 401(k) Profit Sharing PlanShoreline Insurance Agency, …$9MNecco 401(k) Plan$9M
End-of-year total assets ($M) among M and M Cartage 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

M & M Cartage, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All M & M Cartage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 43.118142009768995% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.28M $10.4M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 346 $7M
2023 1 349 $9M
2024 1 369 $10M

M & M Cartage, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN610865101
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

M and M Cartage 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants M and M Cartage 401(k) Retirement Plan, Total assets ($B): 0.009076802 · Participants: 349M and M Cartage 401(k) Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
M and M Cartage 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare M and M Cartage 401(k) Retirement Plan side-by-side with 3 peers →

M and M Cartage 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Sun State International Trucks, LLC. 401(k) Retirement Plan in FL ($9M); by covered participants it is Csc Investments, LLC 401(k) Plan in TN (349 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (349 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 M and M Cartage 401(k) Retirement Plan assets move in 2023? ▼
M and M Cartage 401(k) Retirement Plan grew sharply - up 24.6% during 2023, from $7M to $9M. Reported net income was $2M.
How have M & M Cartage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M & M Cartage, Inc.'s sponsor-wide assets grew 43.1%, from $7M to $10M.
Which 401(k) plans are similar in size to M and M Cartage 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sun State International Trucks, LLC. 401(k) Retirement Plan in FL ($9M, 198 participants).
Which 401(k) plans cover a similar participant headcount to M and M Cartage 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Csc Investments, LLC 401(k) Plan in TN (349 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 610865101.

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.