401(k) · DOL Form 5500 · 2023

Lugreg Trucking, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
131
Participants Small participant base
45th
Percentile by assets National rank
$40,249
Avg per participant Low balance/head
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Official DOL plan name: Lugreg Trucking 401(k) Plan · Sponsored by Lugreg Trucking, LLC · Oklahoma · Transportation & Warehousing

$5M in assets, 131 participants

Lugreg Trucking, LLC's Lugreg Trucking 401(k) Plan reported $5M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,531 in Transportation & Warehousing (3,362 peers)

Coverage in Oklahoma

Lugreg Trucking 401(k) Plan covers 131 participants in Oklahoma, about 17% of the average Oklahoma filer (state average ~760 per filing). Assets: $5M.

#1,531
in Transportation & Warehousing (3,362 peers)
-5.3%
assets change YoY

The plan reported a net loss of $301K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lugreg Trucking 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Lugreg Trucking 401(k) Plan vs every filed plan by assets

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

$5,272,596 45th percentile higher than 45% 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

Lugreg Trucking 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. Lugreg Trucking 401(k) Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lugreg Trucking 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$301K in the plan year 2023 filing.
  • Lugreg Trucking 401(k) Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lugreg Trucking 401(k) Plan reported participants fell from 135 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 731113430 · Lugreg Trucking, LLC PY 2023 · 401(k)

Lugreg Trucking 401(k) Plan · $5M · 131 · 45th

  • 5500 $5M
  • 5500 131
  • 5500 45th
  • 5500 401(k)
  • 5500 near Cds Logistics Retirement Plan
  • 5500 ind #1531

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 Oklahoma →

Lugreg Trucking 401(k) Plan in the asset neighbourhood

Lugreg Trucking 401(k) Plan$5MCds Logistics Retirement Plan$5MSpecial Products & Manufacturing Inc. 401(k) PlanSpecial Products & Manufactu…$5MCapital Manor 401(k) Savings PlanCapital Manor 401(k) Savings…$5MConsolidated Traffic Controls, Inc. 401(k) PlanConsolidated Traffic Control…$5M
End-of-year total assets ($M) among Lugreg Trucking 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$301K
Employer EIN731113430
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lugreg Trucking, LLC)

Sponsor-wide plan assets over time

All Lugreg Trucking, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 12.252609414366166% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.57M $6.25M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 135 $6M
2023 1 131 $5M
2024 1 148 $6M

Nearby 401(k) Plans in Oklahoma

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

Lugreg Trucking 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Lugreg Trucking 401(k) Plan, Total assets ($B): 0.005272596 · Participants: 131Lugreg Trucking 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Lugreg Trucking 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Lugreg Trucking 401(k) Plan side-by-side with 3 peers →

Lugreg Trucking 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Cds Logistics Retirement Plan in MD ($5M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Lugreg Trucking 401(k) Plan assets move in 2023? ▼
Lugreg Trucking 401(k) Plan pulled back noticeably - down 5.3% during 2023, from $6M to $5M. Reported net income was -$301K.
How have Lugreg Trucking, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lugreg Trucking, LLC's sponsor-wide assets grew 12.3%, from $6M to $6M.
Which 401(k) plans are similar in size to Lugreg Trucking 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cds Logistics Retirement Plan in MD ($5M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Lugreg Trucking 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 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 731113430.

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.