401(k) · DOL Form 5500 · 2023
Estes Express Lines 401(k) Plan
Data updated 2026-08-25
- $743M
- Total assets Above avg plan size
- 18,563
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $40,022
- Avg per participant Low balance/head
Official DOL plan name: Estes Express Lines 401(k) Retirement Plan · Sponsored by Estes Express Lines · Virginia · Transportation & Warehousing
$743M in assets, 18,563 participants
Estes Express Lines's Estes Express Lines 401(k) Retirement Plan reported $743M in total assets and 18,563 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #3,262 in Transportation & Warehousing (3,362 peers)
Coverage in Virginia
Estes Express Lines 401(k) Retirement Plan covers 18,563 participants in Virginia, 24x the typical Virginia plan (state average ~782 per filing). Assets: $743M.
- #3,262
- in Transportation & Warehousing (3,362 peers)
- +21.5%
- assets growth YoY
- 7.5×
- vs typical plan assets (national mean)
Estes Express Lines 401(k) Retirement Plan's outsized position by total assets
Estes Express Lines 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$742,923,939 Top 2% higher than 98% 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
Estes Express Lines 401(k) Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Estes Express Lines 401(k) Retirement Plan is a mega filing (18,563 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Estes Express Lines 401(k) Retirement Plan reported net income rose from -$111M in the plan year 2022 filing to $131M in the plan year 2023 filing.
- Estes Express Lines 401(k) Retirement Plan end-of-year assets rose from $611M in the plan year 2022 filing to $743M in the plan year 2023 filing.
- Estes Express Lines 401(k) Retirement Plan reported participants rose from 18,311 in the plan year 2022 filing to 18,563 in the plan year 2023 filing.
DOL schedule card
Filing strip 540492941 · Estes Express Lines PY 2023 · 401(k)
Estes Express Lines 401(k) Retirement Plan · $743M · 18,563 · 98th
- RANK $743M
- PHOTO 18,563
- IND 98th
- EOY 401(k)
- 5500 near Mayo Retirement Savings Plan
- ASSETS ind #3262
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 Virginia →
Estes Express Lines 401(k) Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $611M |
|---|---|
| Net Assets (End of Year) | $743M |
| Net Income | $131M |
| Employer EIN | 540492941 |
| Plan Effective Date | 1987-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Estes Express Lines)
Sponsor-wide plan assets over time
All Estes Express Lines plans reported in each filing year
- Latest sponsor-wide plan assets
- $866M 41.674112615911234% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18,311 | $611M |
| 2023 | 1 | 18,563 | $743M |
| 2024 | 1 | 19,247 | $866M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Scale composition for Estes Express Lines 401(k) Retirement Plan
Estes Express Lines 401(k) Retirement Plan reports $743M in end-of-year assets across 18,563 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $40,022 per participant (29% of the national average assets-per-participant) . Net income for plan year 2023 was $131M.
This plan identity (EIN 540492941, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $611M to $866M (+41.7%) while covered participants moved from 18,311 to 19,247 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,311 | $611M | Open filing |
| 2023 | 18,563 | $743M | This page |
| 2024 · index core | 19,247 | $866M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Estes Express Lines 401(k) Retirement Plan (401(k), $866M, 19,247 participants)
Estes Express Lines 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Mayo Retirement Savings Plan in MN ($743M); by covered participants it is Autozone, Inc. 401(k) Plan in TN (18,535 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($743M here).
- Mayo Retirement Savings Plan (MN) $743M · 4,149
- Blackstone 401(k) Savings Plan (NY) $742M · 3,483
- Essilorluxottica Retirement Savings Plan 2 (NY) $742M · 3,951
- Fox Rothschild LLP Retirement Savings Plan (PA) $742M · 1,660
Similar participant headcount
Nearest other-state filings by covered participants (18,563 participants); asset peers above are excluded.
- Autozone, Inc. 401(k) Plan (TN) 18,535 · 28 off
- Heartland Dental 401(k) and Stock Participation Plan (IL) 18,531 · 32 off
- Paramount Global 401(k) Plan (Fka Viacomcbs 401(k) Plan) (NY) 18,607 · 44 off
- Southern Glazer's 401(k) Plan (FL) 18,617 · 54 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.