401(k)
2023 plan-year 401(k) DOL Form 5500

Kettering Transportation Services 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Kettering Transportation Services · Ohio · Transportation & Warehousing

What the 2023 filing shows

Kettering Transportation Services 401(k) Plan holds $8K for 32 participants — about $254 per participant, down 99.1% over the 2023 plan year.

$8K
total plan assets (2023 EOY)
32
covered participants
$254
avg assets per participant
-99.1%
assets change YoY

The plan reported a net loss of $916K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$8K
Participants
32
State
Industry
Transportation & Warehousing

What the Filing Says About Kettering Transportation Services 401(k) Plan

Kettering Transportation Services 401(k) Plan is a 401(k) retirement plan sponsored by Kettering Transportation Services, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $8K in total end-of-year assets and covers 32 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 842869764, and the plan has been effective since 2017-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $924K at the beginning of 2023 to $8K at year-end — a decline of 99.1%. Net assets (after liabilities) closed the year at $8K, with reported net income of $-916,146 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$924K
Total Assets (End of Year)$8K
Net Assets (End of Year)$8K
Net Income$-916,146
Plan Type401(k)
Employer EIN842869764
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kettering Transportation Services)

Year Plans Participants Total Assets
2022 1 259 $924K
2023 1 32 $8K

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Frequently Asked Questions

How much money is in the Kettering Transportation Services 401(k) Plan?
As of the 2023 Form 5500 filing, Kettering Transportation Services 401(k) Plan holds $8K in total assets with 32 participants. It is sponsored by Kettering Transportation Services.
What type of plan is Kettering Transportation Services 401(k) Plan?
Kettering Transportation Services 401(k) Plan is a 401(k) plan. It has been effective since 2017-01-01. The plan is filed with the U.S. Department of Labor under EIN 842869764.
Who sponsors the Kettering Transportation Services 401(k) Plan?
Kettering Transportation Services 401(k) Plan is sponsored by Kettering Transportation Services, located in Ohio. The sponsor's EIN is 842869764 and the plan operates in the Transportation & Warehousing industry.
How did Kettering Transportation Services 401(k) Plan perform in 2023?
Kettering Transportation Services 401(k) Plan declined by 99.1% during 2023, moving from $924K to $8K in total assets. Net income was $-916,146.
Where can I find official filings for Kettering Transportation Services 401(k) Plan?
Official Form 5500 filings for Kettering Transportation Services 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 842869764 or plan name at efast.dol.gov.
How does Kettering Transportation Services 401(k) Plan compare to other plans?
You can compare Kettering Transportation Services 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 842869764.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.