401(k) · DOL Form 5500 · 2023

Bates Trucking Co Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
222
Participants Below avg headcount
34th
Percentile by assets National rank
$11,788
Avg per participant Low balance/head
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Official DOL plan name: Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Bates Trucking Co Inc · Maryland · Administrative & Support Services

$3M in assets, 222 participants

Bates Trucking Co Inc's Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 222 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,497 in Administrative & Support Services (4,372 peers)

Coverage in Maryland

Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust covers 222 participants in Maryland, about 24% of the average Maryland filer (state average ~929 per filing). Assets: $3M.

#2,497
in Administrative & Support Services (4,372 peers)
+19.5%
assets growth YoY

Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Administrative & Support Services and all filers

Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,617,007 34th percentile higher than 34% 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

Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust 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. Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$656K in the plan year 2022 filing to $427K in the plan year 2023 filing.
  • Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 263 in the plan year 2022 filing to 222 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521229796 · Bates Trucking Co Inc PY 2023 · 401(k)

Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust · $3M · 222 · 34th

  • NET $3M
  • NET 222
  • NET 34th
  • NET 401(k)
  • NET near Oak Engineering, Inc. Retirement Plan and Trust
  • NET ind #2497

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 Administrative & Support Services retirement plans → · Plans in Maryland →

Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Bates Trucking Co Inc 401(k) Profit Sharing Plan & TrustBates Trucking Co Inc 401(k)…$3MOak Engineering, Inc. Retirement Plan and TrustOak Engineering, Inc. Retire…$3MHowry Residential Services 401(k) PlanHowry Residential Services 4…$3MScottish Rite Masonic Museum & Library Retirement PlanScottish Rite Masonic Museum…$3MHearx West, LLC 401(k) Plan$3M
End-of-year total assets ($M) among Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$427K
Employer EIN521229796
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bates Trucking Co Inc)

Sponsor-wide plan assets over time

All Bates Trucking Co Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 19.519921227585506% vs 2022
2023 filing year
$2M$2.2M$2.4M$2.6M$2.8M 20222023 $2.19M $2.62M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 263 $2M
2023 1 222 $3M

Nearby 401(k) Plans in Maryland

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

Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002617007 · Participants: 222Bates Trucking Co Inc 401(k) Profit Sharing Plan & TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Oak Engineering, Inc. Retirement Plan and Trust in IL ($3M); by covered participants it is Preferred Employer Plan Fbo Foothills Gateway, Inc in AZ (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 19.5% during 2023, from $2M to $3M. Reported net income was $427K.
How have Bates Trucking Co Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bates Trucking Co Inc's sponsor-wide assets grew 19.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Oak Engineering, Inc. Retirement Plan and Trust in IL ($3M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Bates Trucking Co Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Employer Plan Fbo Foothills Gateway, Inc in AZ (222 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 521229796.

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.