401(k) · DOL Form 5500 · 2023

Allegiance Trucks North America, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
691
Participants Below avg headcount
81st
Percentile by assets National rank
$49,751
Avg per participant Low balance/head
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Official DOL plan name: Allegiance Trucks 401(k) Profit Sharing Plan and Trust · Sponsored by Allegiance Trucks North America, LLC · Texas · Transportation & Warehousing

$34M in assets, 691 participants

Allegiance Trucks North America, LLC's Allegiance Trucks 401(k) Profit Sharing Plan and Trust reported $34M in total assets and 691 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,680 in Transportation & Warehousing (3,362 peers)

Where Allegiance Trucks 401(k) Profit Sharing Plan and Trust sits by assets

Allegiance Trucks 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $34M for 691 participants (~$49,751/participant), up 129.4% in 2023.

#2,680
in Transportation & Warehousing (3,362 peers)
+129.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Allegiance Trucks 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Allegiance Trucks 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$34,377,730 Top 19% higher than 81% 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

Allegiance Trucks 401(k) Profit Sharing Plan and 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. Allegiance Trucks 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (691 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allegiance Trucks 401(k) Profit Sharing Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Allegiance Trucks 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Allegiance Trucks 401(k) Profit Sharing Plan and Trust reported participants fell from 800 in the plan year 2022 filing to 691 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 854127130 · Allegiance Trucks North America, LLC PY 2023 · 401(k)

Allegiance Trucks 401(k) Profit Sharing Plan and Trust · $34M · 691 · 81st

  • PHOTO $34M
  • IND 691
  • EOY 81st
  • 5500 401(k)
  • ASSETS near Learning Tree International 401(k) Plan
  • PCT ind #2680

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 →

Allegiance Trucks 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Allegiance Trucks 401(k) Profit Sharing Plan and TrustAllegiance Trucks 401(k) Pro…$34MLearning Tree International 401(k) PlanLearning Tree International …$34MInterlock Industries, Inc. 401(k) Profit Sharing PlanInterlock Industries, Inc. 4…$34MTruwest 401(k) Retirement PlanTruwest 401(k) Retirement Pl…$34MAlexander Proudfoot Company and Affiliates 401(k) PlanAlexander Proudfoot Company …$34M
End-of-year total assets ($M) among Allegiance Trucks 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN854127130
Plan Effective Date2016-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allegiance Trucks North America, LLC)

Sponsor-wide plan assets over time

All Allegiance Trucks North America, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$39M 160.47030691679808% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $15.1M $39.4M ▲ +160.4%
Year Plans Participants Total Assets
2022 2 800 $15M
2023 2 691 $34M
2024 1 1,055 $39M

Nearby 401(k) Plans in Texas

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

Allegiance Trucks 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Allegiance Trucks 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.03437773 · Participants: 691Allegiance Trucks 401(k) Profit Sharing Plan and TrustAT&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
Allegiance Trucks 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Allegiance Trucks 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Allegiance Trucks 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Learning Tree International 401(k) Plan in VA ($34M); by covered participants it is Inalfa Roof Systems, Inc. Union 401(k) Plan in MI (691 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (691 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 Allegiance Trucks 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Allegiance Trucks 401(k) Profit Sharing Plan and Trust surged - up 129.4% during 2023, from $15M to $34M. Reported net income was $5M.
How have Allegiance Trucks North America, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allegiance Trucks North America, LLC's sponsor-wide assets grew 160.5%, from $15M to $39M.
Where does Allegiance Trucks 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Allegiance Trucks 401(k) Profit Sharing Plan and Trust ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Allegiance Trucks 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Learning Tree International 401(k) Plan in VA ($34M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Allegiance Trucks 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Inalfa Roof Systems, Inc. Union 401(k) Plan in MI (691 participants, $13M 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 854127130.

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.