401(k) · DOL Form 5500 · 2023

R & R Transportation, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
231
Participants Below avg headcount
42nd
Percentile by assets National rank
$18,957
Avg per participant Low balance/head
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Official DOL plan name: R & R Transportation, Inc. 401(k) Plan and Trust · Sponsored by R & R Transportation, Inc. · Minnesota · Transportation & Warehousing

$4M in assets, 231 participants

R & R Transportation, Inc.'s R & R Transportation, Inc. 401(k) Plan and Trust reported $4M in total assets and 231 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,395 in Transportation & Warehousing (3,362 peers)

Coverage in Minnesota

R & R Transportation, Inc. 401(k) Plan and Trust covers 231 participants in Minnesota, about 21% of the average Minnesota filer (state average ~1,126 per filing). Assets: $4M.

#1,395
in Transportation & Warehousing (3,362 peers)
+12.4%
assets growth YoY

R & R Transportation, Inc. 401(k) Plan and Trust's mid-pack asset rank among Transportation & Warehousing and all filers

R & R Transportation, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$4,379,079 42nd percentile higher than 42% 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

R & R Transportation, Inc. 401(k) 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. R & R Transportation, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R & R Transportation, Inc. 401(k) Plan and Trust reported net income rose from $332K in the plan year 2022 filing to $483K in the plan year 2023 filing.
  • R & R Transportation, Inc. 401(k) Plan and Trust reported participants rose from 203 in the plan year 2022 filing to 231 in the plan year 2023 filing.
  • R & R Transportation, Inc. 401(k) Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 450404094 · R & R Transportation, Inc. PY 2023 · 401(k)

R & R Transportation, Inc. 401(k) Plan and Trust · $4M · 231 · 42nd

  • BOOK $4M
  • BOOK 231
  • BOOK 42nd
  • BOOK 401(k)
  • BOOK near Maddox, Thomson & Associates P.C. 401(k) Plan
  • BOOK ind #1395

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 Minnesota →

R & R Transportation, Inc. 401(k) Plan and Trust in the asset neighbourhood

R & R Transportation, Inc. 401(k) Plan and TrustR & R Transportation, Inc. 4…$4MMaddox, Thomson & Associates P.C. 401(k) PlanMaddox, Thomson & Associates…$4MSouthern States, LLC Hourly Employees Savings PlanSouthern States, LLC Hourly …$4MDwight W. Anddrus Insurance, Inc. 401(k) PlanDwight W. Anddrus Insurance,…$4MThe 401(k) Profit Sharing Plan of Human Resources Agency of New Britain, Inc.The 401(k) Profit Sharing Pl…$4M
End-of-year total assets ($M) among R & R Transportation, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$483K
Employer EIN450404094
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R & R Transportation, Inc.)

Sponsor-wide plan assets over time

All R & R Transportation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.5099345430952% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.9M $5.28M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 203 $4M
2023 1 231 $4M
2024 1 252 $5M

Nearby 401(k) Plans in Minnesota

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

R & R Transportation, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants R & R Transportation, Inc. 401(k) Plan and Trust, Total assets ($B): 0.004379079 · Participants: 231R & R Transportation, Inc. 401(k) Plan and TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
R & R Transportation, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants

R & R Transportation, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Maddox, Thomson & Associates P.C. 401(k) Plan in TX ($4M); by covered participants it is Teacher Synergy LLC 401(k) Plan in NY (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 R & R Transportation, Inc. 401(k) Plan and Trust assets move in 2023?
R & R Transportation, Inc. 401(k) Plan and Trust grew at a solid clip - up 12.4% during 2023, from $4M to $4M. Reported net income was $483K.
How have R & R Transportation, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), R & R Transportation, Inc.'s sponsor-wide assets grew 35.5%, from $4M to $5M.
Which 401(k) plans are similar in size to R & R Transportation, Inc. 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Maddox, Thomson & Associates P.C. 401(k) Plan in TX ($4M, 15 participants).
Which 401(k) plans cover a similar participant headcount to R & R Transportation, Inc. 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Teacher Synergy LLC 401(k) Plan in NY (231 participants, N/A in assets).