401(k) · DOL Form 5500 · 2023

First Express, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
113
Participants Small participant base
44th
Percentile by assets National rank
$43,849
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: First Express 401(k) Plan · Sponsored by First Express, Inc. · Tennessee · Transportation & Warehousing

$5M in assets, 113 participants

First Express, Inc.'s First Express 401(k) Plan reported $5M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #1,483 in Transportation & Warehousing (3,362 peers)

Coverage in Tennessee

First Express 401(k) Plan covers 113 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $5M.

#1,483
in Transportation & Warehousing (3,362 peers)
+23.4%
assets growth YoY

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

First Express 401(k) Plan vs every filed plan by assets

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

$4,954,983 44th percentile higher than 44% 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

First Express 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. First Express 401(k) Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Express 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $940K in the plan year 2023 filing.
  • First Express 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • First Express 401(k) Plan reported participants rose from 107 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 621560314 · First Express, Inc. PY 2023 · 401(k)

First Express 401(k) Plan · $5M · 113 · 44th

  • RANK $5M
  • PHOTO 113
  • IND 44th
  • EOY 401(k)
  • 5500 near Roc Service Company, LLC 401(k) Plan
  • ASSETS ind #1483

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 Tennessee →

First Express 401(k) Plan in the asset neighbourhood

Roc Service Company, LLC 401(k) PlanRoc Service Company, LLC 401…$5MLa Michoacana Meat Market 401(k) PlanLa Michoacana Meat Market 40…$5MFirst Express 401(k) Plan$5M403(b) Thrift Plan for Employees of Gibault Inc403(b) Thrift Plan for Emplo…$5MBennett Companies 401(k) Plan$5M
End-of-year total assets ($M) among First Express 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$940K
Employer EIN621560314
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Express, Inc.)

Sponsor-wide plan assets over time

All First Express, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.474939277114316% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.01M $4.72M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 107 $4M
2023 1 113 $5M
2024 1 91 $5M

Nearby 401(k) Plans in Tennessee

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

First Express 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants First Express 401(k) Plan, Total assets ($B): 0.004954983 · Participants: 113First Express 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
First Express 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare First Express 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Roc Service Company, LLC 401(k) Plan in PA ($5M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 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 (113 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 First Express 401(k) Plan assets move in 2023? ▼
First Express 401(k) Plan grew sharply - up 23.4% during 2023, from $4M to $5M. Reported net income was $940K.
How have First Express, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Express, Inc.'s sponsor-wide assets grew 17.5%, from $4M to $5M.
Which 401(k) plans are similar in size to First Express 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roc Service Company, LLC 401(k) Plan in PA ($5M, 188 participants).
Which 401(k) plans cover a similar participant headcount to First Express 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 621560314.

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.