401(k) · DOL Form 5500 · 2023

Bdr Preferred Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
249
Participants Below avg headcount
53rd
Percentile by assets National rank
$31,017
Avg per participant Low balance/head
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Official DOL plan name: Roberts Truck Center Retirement Plan · Sponsored by Bdr Preferred Holdings, LLC · Texas · Retail Trade

$8M in assets, 249 participants

Bdr Preferred Holdings, LLC's Roberts Truck Center Retirement Plan reported $8M in total assets and 249 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,333 in Retail Trade (8,414 peers)

Coverage in Texas

Roberts Truck Center Retirement Plan covers 249 participants in Texas, about 36% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#5,333
in Retail Trade (8,414 peers)
+13.4%
assets growth YoY

Roberts Truck Center Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Roberts Truck Center Retirement Plan vs every filed plan by assets

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

$7,723,303 Top 47% higher than 53% 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

Roberts Truck Center Retirement 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. Roberts Truck Center Retirement Plan sits mid-pack in the medium band (249 participants).

EBSA filing schedule strip

Filing strip 832221907 · Bdr Preferred Holdings, LLC PY 2023 · 401(k)

Roberts Truck Center Retirement Plan · $8M · 249 · 53rd

  • IND $8M
  • EOY 249
  • 5500 53rd
  • ASSETS 401(k)
  • PCT near East Bay Restaurant Supply, Inc. 401(k) Profit Sharing Plan
  • EIN ind #5333

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 Retail Trade retirement plans → · Plans in Texas →

Roberts Truck Center Retirement Plan in the asset neighbourhood

Roberts Truck Center Retirement PlanRoberts Truck Center Retirem…$8MEast Bay Restaurant Supply, Inc. 401(k) Profit Sharing PlanEast Bay Restaurant Supply, …$8MPulse Biosciences Retirement TrustPulse Biosciences Retirement…$8MDesigner Greetings Inc. 401(k) PlanDesigner Greetings Inc. 401(…$8MBoatright Company, Inc. 401(k) PlanBoatright Company, Inc. 401(…$8M
End-of-year total assets ($M) among Roberts Truck Center Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$912K
Employer EIN832221907
Plan Effective Date2019-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bdr Preferred Holdings, LLC)

Sponsor-wide plan assets over time

All Bdr Preferred Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 12.37795539032976% vs 2023
2024 filing year
$7.5M$8M$8.5M$9M 20232024 $7.72M $8.68M ▲ +12.4%
Year Plans Participants Total Assets
2023 1 249 $8M
2024 1 253 $9M

Nearby 401(k) Plans in Texas

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

Roberts Truck Center Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Roberts Truck Center Retirement Plan, Total assets ($B): 0.007723303 · Participants: 249Roberts Truck Center Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Roberts Truck Center Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Roberts Truck Center Retirement Plan side-by-side with 3 peers →

Roberts Truck Center Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is East Bay Restaurant Supply, Inc. 401(k) Profit Sharing Plan in CA ($8M); by covered participants it is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Roberts Truck Center Retirement Plan assets move in 2023? ▼
Roberts Truck Center Retirement Plan grew at a solid clip - up 13.4% during 2023, from $7M to $8M. Reported net income was $912K.
How have Bdr Preferred Holdings, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Bdr Preferred Holdings, LLC's sponsor-wide assets grew 12.4%, from $8M to $9M.
Which 401(k) plans are similar in size to Roberts Truck Center Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is East Bay Restaurant Supply, Inc. 401(k) Profit Sharing Plan in CA ($8M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Roberts Truck Center Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants, N/A 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 832221907.

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.