401(k) · DOL Form 5500 · 2023

Budd Van Lines, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
222
Participants Below avg headcount
56th
Percentile by assets National rank
$39,106
Avg per participant Low balance/head
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Official DOL plan name: Budd Van Lines, Inc. Savings and Retirement Plan · Sponsored by Budd Van Lines, Inc. · New Jersey · Transportation & Warehousing

$9M in assets, 222 participants

Budd Van Lines, Inc.'s Budd Van Lines, Inc. Savings and Retirement Plan reported $9M in total assets and 222 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,885 in Transportation & Warehousing (3,362 peers)

Coverage in New Jersey

Budd Van Lines, Inc. Savings and Retirement Plan covers 222 participants in New Jersey, about 26% of the average New Jersey filer (state average ~844 per filing). Assets: $9M.

#1,885
in Transportation & Warehousing (3,362 peers)
+12.8%
assets growth YoY

Budd Van Lines, Inc. Savings and Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Budd Van Lines, Inc. Savings and Retirement Plan vs every filed plan by assets

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

$8,681,604 Top 44% higher than 56% 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

Budd Van Lines, Inc. Savings and 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. Budd Van Lines, Inc. Savings and Retirement Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Budd Van Lines, Inc. Savings and Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $977K in the plan year 2023 filing.
  • Budd Van Lines, Inc. Savings and Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Budd Van Lines, Inc. Savings and Retirement Plan reported participants rose from 211 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 222068529 · Budd Van Lines, Inc. PY 2023 · 401(k)

Budd Van Lines, Inc. Savings and Retirement Plan · $9M · 222 · 56th

  • VS-ST $9M
  • BOY 222
  • SCH 56th
  • EBSA 401(k)
  • PART near Montreat College Retirement Plan
  • TYPE ind #1885

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 New Jersey →

Budd Van Lines, Inc. Savings and Retirement Plan in the asset neighbourhood

Budd Van Lines, Inc. Savings and Retirement PlanBudd Van Lines, Inc. Savings…$9MMontreat College Retirement PlanMontreat College Retirement …$9MTax Deferred Annuity Plan for Employees of Welllife Network Inc.Tax Deferred Annuity Plan fo…$9MCarroll Management Group, LLC 401(k) Retirement PlanCarroll Management Group, LL…$9MEdgerton Hospital and Health Services 401(k) Plan & TrustEdgerton Hospital and Health…$9M
End-of-year total assets ($M) among Budd Van Lines, Inc. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$977K
Employer EIN222068529
Plan Effective Date1991-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Budd Van Lines, Inc.)

Sponsor-wide plan assets over time

All Budd Van Lines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 29.73685691554978% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.69M $9.98M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 211 $8M
2023 1 222 $9M
2024 1 201 $10M

Nearby 401(k) Plans in New Jersey

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

Budd Van Lines, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Budd Van Lines, Inc. Savings and Retirement Plan, Total assets ($B): 0.008681604 · Participants: 222Budd Van Lines, Inc. Savings and Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Budd Van Lines, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Budd Van Lines, Inc. Savings and Retirement Plan side-by-side with 3 peers →

Budd Van Lines, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Montreat College Retirement Plan in NC ($9M); 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 Budd Van Lines, Inc. Savings and Retirement Plan assets move in 2023? ▼
Budd Van Lines, Inc. Savings and Retirement Plan grew at a solid clip - up 12.8% during 2023, from $8M to $9M. Reported net income was $977K.
How have Budd Van Lines, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Budd Van Lines, Inc.'s sponsor-wide assets grew 29.7%, from $8M to $10M.
Which 401(k) plans are similar in size to Budd Van Lines, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Montreat College Retirement Plan in NC ($9M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Budd Van Lines, Inc. Savings and Retirement Plan? ▼
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 222068529.

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.