401(k) · DOL Form 5500 · 2023

Transport Refrigeration Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
315
Participants Below avg headcount
57th
Percentile by assets National rank
$30,105
Avg per participant Low balance/head
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Official DOL plan name: Transport Refrigeration Inc. 401(k) Profit Sharing Plan · Sponsored by Transport Refrigeration Inc. · Wisconsin · Transportation & Warehousing

$9M in assets, 315 participants

Transport Refrigeration Inc.'s Transport Refrigeration Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 315 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,953 in Transportation & Warehousing (3,362 peers)

Transport Refrigeration Inc. multi-year trail

Transport Refrigeration Inc.'s plans moved +58.2% in assets from 2022 to 2024; this filing shows Transport Refrigeration Inc. 401(k) Profit Sharing Plan at $9M / 315 participants.

#1,953
in Transportation & Warehousing (3,362 peers)
+24.8%
assets growth YoY

Transport Refrigeration Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Transport Refrigeration Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,483,197 Top 43% higher than 57% 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

Transport Refrigeration Inc. 401(k) Profit Sharing 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. Transport Refrigeration Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Transport Refrigeration Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Transport Refrigeration Inc. 401(k) Profit Sharing Plan reported participants rose from 230 in the plan year 2022 filing to 315 in the plan year 2023 filing.
  • Transport Refrigeration Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391034368 · Transport Refrigeration Inc. PY 2023 · 401(k)

Transport Refrigeration Inc. 401(k) Profit Sharing Plan · $9M · 315 · 57th

  • ASSETS $9M
  • PCT 315
  • EIN 57th
  • RANK 401(k)
  • PHOTO near Wineshipping.Com, LLC 401(k) Plan
  • IND ind #1953

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 Wisconsin →

Transport Refrigeration Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Transport Refrigeration Inc. 401(k) Profit Sharing PlanTransport Refrigeration Inc.…$9MWineshipping.Com, LLC 401(k) PlanWineshipping.Com, LLC 401(k)…$9MRoy Robinson 401(k) Retirement Savings PlanRoy Robinson 401(k) Retireme…$9MElectronic Concepts, Inc. 401(k) Profit Sharing PlanElectronic Concepts, Inc. 40…$9MComfort Control Supply Co., Inc. 401(k) Retirement Savings PlanComfort Control Supply Co., …$9M
End-of-year total assets ($M) among Transport Refrigeration Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Transport Refrigeration Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Transport Refrigeration Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 58.17520246138298% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.6M $12M ▲ +58.2%
Year Plans Participants Total Assets
2022 1 230 $8M
2023 1 315 $9M
2024 1 489 $12M

Transport Refrigeration Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN391034368
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Transport Refrigeration Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Transport Refrigeration Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.009483197 · Participants: 315Transport Refrigeration Inc. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Transport Refrigeration Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Transport Refrigeration Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Transport Refrigeration Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Wineshipping.Com, LLC 401(k) Plan in CA ($9M); by covered participants it is Surefire, LLC 401(k) Plan in CA (315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (315 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 Transport Refrigeration Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Transport Refrigeration Inc. 401(k) Profit Sharing Plan grew sharply - up 24.8% during 2023, from $8M to $9M. Reported net income was $2M.
How have Transport Refrigeration Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transport Refrigeration Inc.'s sponsor-wide assets grew 58.2%, from $8M to $12M.
Which 401(k) plans are similar in size to Transport Refrigeration Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wineshipping.Com, LLC 401(k) Plan in CA ($9M, 587 participants).
Which 401(k) plans cover a similar participant headcount to Transport Refrigeration Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surefire, LLC 401(k) Plan in CA (315 participants, $20M 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 391034368.

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.