401(k) · DOL Form 5500 · 2023

Estes Express Lines 401(k) Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
3,411
Participants Above avg headcount
93rd
Percentile by assets National rank
$39,576
Avg per participant Low balance/head
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Official DOL plan name: Estes West 401(k) Retirement Plan · Sponsored by Estes Express Lines · Virginia · Transportation & Warehousing

$135M in assets, 3,411 participants

Estes Express Lines's Estes West 401(k) Retirement Plan reported $135M in total assets and 3,411 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,070 in Transportation & Warehousing (3,362 peers)

Coverage in Virginia

Estes West 401(k) Retirement Plan covers 3,411 participants in Virginia, 4.4x the typical Virginia plan (state average ~782 per filing). Assets: $135M.

#3,070
in Transportation & Warehousing (3,362 peers)
+19.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Estes West 401(k) Retirement Plan's outsized position by total assets

Estes West 401(k) Retirement Plan vs every filed plan by assets

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

$134,992,642 Top 7% higher than 93% 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

Estes West 401(k) Retirement Plan's large-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 West 401(k) Retirement Plan lands in the large band (3,411 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Estes West 401(k) Retirement Plan reported net income rose from -$21M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Estes West 401(k) Retirement Plan end-of-year assets rose from $113M in the plan year 2022 filing to $135M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953156091 · Estes Express Lines PY 2023 · 401(k)

Estes West 401(k) Retirement Plan · $135M · 3,411 · 93rd

  • EIN $135M
  • RANK 3,411
  • PHOTO 93rd
  • IND 401(k)
  • EOY near Humangood 401(k) Plan
  • 5500 ind #3070

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 West 401(k) Retirement Plan in the asset neighbourhood

Washington Gas Light Company Cap Appr Plan/UnionWashington Gas Light Company…$135MJeffer Mangels Butler & Mitchell LLP Profit Sharing and 401(k) PlanJeffer Mangels Butler & Mitc…$135MEstes West 401(k) Retirement PlanEstes West 401(k) Retirement…$135MHumangood 401(k) Plan$135MProvider Care Group Safe Harbor 401(k) PlanProvider Care Group Safe Har…$135M
End-of-year total assets ($M) among Estes West 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$135M
Net Income$22M
Employer EIN953156091
Plan Effective Date2001-11-15
Filing StatusFILING 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
$161M 42.73428434289966% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $113M $161M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 3,406 $113M
2023 1 3,411 $135M
2024 1 3,740 $161M

Nearby 401(k) Plans in Virginia

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

Estes West 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Estes West 401(k) Retirement Plan, Total assets ($B): 0.134992642 · Participants: 3411Estes West 401(k) Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Estes West 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Estes West 401(k) Retirement Plan side-by-side with 3 peers →

Estes West 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Humangood 401(k) Plan in CA ($135M); by covered participants it is Western Alliance Bancorporation 401(k) Plan in AZ (3,409 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,411 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 Estes West 401(k) Retirement Plan assets move in 2023? ▼
Estes West 401(k) Retirement Plan grew sharply - up 19.6% during 2023, from $113M to $135M. Reported net income was $22M.
How have Estes Express Lines plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Estes Express Lines's sponsor-wide assets grew 42.7%, from $113M to $161M.
Where does Estes West 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Estes West 401(k) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Estes West 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Humangood 401(k) Plan in CA ($135M, 4,641 participants).
Which 401(k) plans cover a similar participant headcount to Estes West 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Western Alliance Bancorporation 401(k) Plan in AZ (3,409 participants, $357M 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 953156091.

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.