401(k) · DOL Form 5500 · 2022
Bancroft & Sons Transportation, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 263
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $16,129
- Avg per participant Low balance/head
Official DOL plan name: Bancroft & Sons Transportation, LLC 401(k) Plan and Trust · Sponsored by Bancroft & Sons Transportation, LLC · Texas · Transportation & Warehousing
$4M in assets, 263 participants
Bancroft & Sons Transportation, LLC's Bancroft & Sons Transportation, LLC 401(k) Plan and Trust reported $4M in total assets and 263 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #1,902 in Transportation & Warehousing (3,876 peers)
Coverage in Texas
Bancroft & Sons Transportation, LLC 401(k) Plan and Trust covers 263 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $4M.
- #1,902
- in Transportation & Warehousing (3,876 peers)
- -11.7%
- assets change YoY
The plan reported a net loss of $559K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bancroft & Sons Transportation, LLC 401(k) Plan and Trust's mid-pack asset rank among Transportation & Warehousing and all filers
Bancroft & Sons Transportation, LLC 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,241,797 47th percentile higher than 47% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bancroft & Sons Transportation, LLC 401(k) Plan and Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bancroft & Sons Transportation, LLC 401(k) Plan and Trust sits mid-pack in the medium band (263 participants).
DOL schedule card
Filing strip 751639263 · Bancroft & Sons Transportation, LLC PY 2022 · 401(k)
Bancroft & Sons Transportation, LLC 401(k) Plan and Trust · $4M · 263 · 47th
- PHOTO $4M
- IND 263
- EOY 47th
- 5500 401(k)
- ASSETS near Tap 401(k) Plan
- PCT ind #1902
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 Texas →
Bancroft & Sons Transportation, LLC 401(k) Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$559K |
| Employer EIN | 751639263 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bancroft & Sons Transportation, LLC)
Sponsor-wide plan assets over time
All Bancroft & Sons Transportation, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 19.828105871167338% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 263 | $4M |
| 2023 | 1 | 233 | $5M |
| 2024 | 1 | 221 | $5M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Bancroft & Sons Transportation, LLC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Tap 401(k) Plan in TN ($4M); by covered participants it is 2nd Watch 401(k) Plan in WA (263 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Tap 401(k) Plan (TN) $4M · 169
- Tamke Tree Experts 401(k) Plan (NJ) $4M · 28
- Curtin 401(k) Profit Sharing Plan (NC) $4M · 151
- H. a. P. Enterprises, Inc. 401(k) Plan (PA) $4M · 132
Similar participant headcount
Nearest other-state filings by covered participants (263 participants); asset peers above are excluded.
- 2nd Watch 401(k) Plan (WA) 263 · 0 off
- Centrus Savings Program (MD) 263 · 0 off
- Mcmichael Mills, Inc. 401(k) Savings Plan (NC) 263 · 0 off
- Oem Fabricators, Inc. 401(k) Plan and Trust (WI) 263 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.