401(k) · DOL Form 5500 · 2023
Bonded Logistics, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 232
- Participants Below avg headcount
- 45th
- Percentile by assets National rank
- $22,310
- Avg per participant Low balance/head
Official DOL plan name: Bonded Logistics, Inc. Employees Savings Trust · Sponsored by Bonded Logistics, Inc. · North Carolina · Transportation & Warehousing
$5M in assets, 232 participants
Bonded Logistics, Inc.'s Bonded Logistics, Inc. Employees Savings Trust reported $5M in total assets and 232 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.
- #1,515 in Transportation & Warehousing (3,362 peers)
Coverage in North Carolina
Bonded Logistics, Inc. Employees Savings Trust covers 232 participants in North Carolina, about 28% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.
- #1,515
- in Transportation & Warehousing (3,362 peers)
- +18.9%
- assets growth YoY
Bonded Logistics, Inc. Employees Savings Trust's mid-pack asset rank among Transportation & Warehousing and all filers
Bonded Logistics, Inc. Employees Savings Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,176,019 45th percentile higher than 45% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bonded Logistics, Inc. Employees Savings Trust 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. Bonded Logistics, Inc. Employees Savings Trust sits mid-pack in the medium band (232 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bonded Logistics, Inc. Employees Savings Trust reported net income rose from -$866K in the plan year 2022 filing to $822K in the plan year 2023 filing.
- Bonded Logistics, Inc. Employees Savings Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Bonded Logistics, Inc. Employees Savings Trust reported participants fell from 250 in the plan year 2022 filing to 232 in the plan year 2023 filing.
DOL schedule card
Filing strip 311804425 · Bonded Logistics, Inc. PY 2023 · 401(k)
Bonded Logistics, Inc. Employees Savings Trust · $5M · 232 · 45th
- BOOK $5M
- VS-ST 232
- BOY 45th
- SCH 401(k)
- EBSA near National Pediatric, M D, P C 401(k) Plan
- PART ind #1515
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 North Carolina →
Bonded Logistics, Inc. Employees Savings Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $822K |
| Employer EIN | 311804425 |
| Plan Effective Date | 2000-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bonded Logistics, Inc.)
Sponsor-wide plan assets over time
All Bonded Logistics, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 40.093642012809454% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 250 | $4M |
| 2023 | 1 | 232 | $5M |
| 2024 | 1 | 223 | $6M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Bonded Logistics, Inc. Employees Savings Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is National Pediatric, M D, P C 401(k) Plan in NY ($5M); by covered participants it is Avion Solutions, Inc. 401(k) Plan in AL (232 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (232 participants); asset peers above are excluded.
- Avion Solutions, Inc. 401(k) Plan (AL) 232 · 0 off
- Taylor Truck Line Inc. 401(k) Plan (MN) 232 · 0 off
- Suburban Drywall Inc 401(k) Profit Sharing Plan & Trust (WI) 232 · 0 off
- Lift-All Company, Inc. Profit Sharing Plan (PA) 232 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.