401(k) · DOL Form 5500 · 2023
Estes Express Lines 401(k) Plan
Data updated 2026-08-11
- $743M
- Total assets
- 18,563
- Participants
- 98th
- Percentile by assets
- $40,022
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $743M
- total plan assets (2023 EOY)
- 18,563
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $40,022
- avg assets per participant
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Estes Express Lines 401(k) Retirement Plan reports 18,563 participants - 24x that state average ($743M EOY assets).
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)
| 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.
Estes Express Lines 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Estes Express Lines 401(k) Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Estes Express Lines 401(k) Retirement Plan assets move in 2023? ▼
How have Estes Express Lines plan assets changed over time? ▼
Where does Estes Express Lines 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Estes Express Lines 401(k) Retirement Plan? ▼
Next read for Estes Express Lines 401(k) Retirement Pl…
Filing takeaways
Ways to act on Estes Express Lines 401(k) Retirement Plan's numbers.
- By total assets, Estes Express Lines 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- Estes Express Lines's sponsor-wide assets have grown 41.7% since 2022 across 3 plan years on file. More Transportation & Warehousing plans