401(k) · DOL Form 5500 · 2023

Estes Express Lines 401(k) Plan

Data updated 2026-08-11

$135M
Total assets
3,411
Participants
93rd
Percentile by assets
$39,576
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$135M
total plan assets (2023 EOY)
3,411
covered participants
93rd
percentile by assets (of 127,072 plans)
$39,576
avg assets per participant

Where Estes West 401(k) Retirement Plan sits 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 $2,010,000,000 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

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 →

State
Virginia
Industry
Transportation & Warehousing

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Estes West 401(k) Retirement Plan reports 3,411 participants - 4.4x that state average ($135M EOY assets).

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)

$100M$120M$140M$160M$180M 202220232024 $113M $161M ▲ +42.7%
Total plan assets by year, all Estes Express Lines plans on file
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 ($B) Participants Estes West 401(k) Re…, Total assets ($B): 0.134992642 · Participants: 3411Estes West 401(k) Re…Northrop Grumman Sav…, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Sav…401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Cor…, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Cor…Leidos, Inc. Retirem…, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirem…Bae Systems Employee…, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employee…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Estes West 401(k) Retirement Plan by total assets, not by location.

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).

Next read for Estes West 401(k) Retirement Plan

Filing takeaways

Ways to act on Estes West 401(k) Retirement Plan's numbers.

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.