401(k) · DOL Form 5500 · 2023
Barney Trucking, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 578
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $26,212
- Avg per participant Low balance/head
Official DOL plan name: Retirement Income Security Plan-Barney Trucking · Sponsored by Barney Trucking, Inc. · Utah · Transportation & Warehousing
$15M in assets, 578 participants
Barney Trucking, Inc.'s Retirement Income Security Plan-Barney Trucking reported $15M in total assets and 578 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #2,270 in Transportation & Warehousing (3,362 peers)
Barney Trucking, Inc. multi-year trail
Barney Trucking, Inc.'s plans moved +42.3% in assets from 2022 to 2024; this filing shows Retirement Income Security Plan-Barney Trucking at $15M / 578 participants.
- #2,270
- in Transportation & Warehousing (3,362 peers)
- +17.7%
- assets growth YoY
Retirement Income Security Plan-Barney Trucking's outsized position by total assets
Retirement Income Security Plan-Barney Trucking vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,150,729 Top 33% higher than 67% 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
Retirement Income Security Plan-Barney Trucking 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. Retirement Income Security Plan-Barney Trucking sits mid-pack in the medium band (578 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Income Security Plan-Barney Trucking reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Retirement Income Security Plan-Barney Trucking reported participants rose from 466 in the plan year 2022 filing to 578 in the plan year 2023 filing.
- Retirement Income Security Plan-Barney Trucking end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 870331328 · Barney Trucking, Inc. PY 2023 · 401(k)
Retirement Income Security Plan-Barney Trucking · $15M · 578 · 67th
- NET $15M
- BOOK 578
- VS-ST 67th
- BOY 401(k)
- SCH near Tap & Affiliates 401(k) Plan
- EBSA ind #2270
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 Utah →
Retirement Income Security Plan-Barney Trucking in the asset neighbourhood
Barney Trucking, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Barney Trucking, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 42.254748608040984% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 466 | $13M |
| 2023 | 1 | 578 | $15M |
| 2024 | 1 | 641 | $18M |
Barney Trucking, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 870331328 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Retirement Income Security Plan-Barney Trucking's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Tap & Affiliates 401(k) Plan in NY ($15M); by covered participants it is Commissioning Agents Inc Employee Stock Ownership & 401(k) Plan in IN (578 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (578 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.