401(k) · DOL Form 5500 · 2024

Edgerton Trucking Inc 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
47
Participants Small participant base
60th
Percentile by assets National rank
$264,462
Avg per participant High balance/head
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Official DOL plan name: Edgerton Trucking Inc. Retirement Savings Plan · Sponsored by Edgerton Trucking Inc · Wisconsin · Transportation & Warehousing

$12M in assets, 47 participants

Edgerton Trucking Inc's Edgerton Trucking Inc. Retirement Savings Plan reported $12M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #2,027 in Transportation & Warehousing (3,299 peers)

Edgerton Trucking Inc multi-year trail

Edgerton Trucking Inc's plans moved +52.4% in assets from 2022 to 2024; this filing shows Edgerton Trucking Inc. Retirement Savings Plan at $12M / 47 participants.

#2,027
in Transportation & Warehousing (3,299 peers)
+22.4%
assets growth YoY

Edgerton Trucking Inc. Retirement Savings Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Edgerton Trucking Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,429,714 Top 40% higher than 60% of 123,620 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 2024

Edgerton Trucking Inc. Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edgerton Trucking Inc. Retirement Savings Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edgerton Trucking Inc. Retirement Savings Plan reported participants rose from 38 in the plan year 2023 filing to 47 in the plan year 2024 filing.
  • Edgerton Trucking Inc. Retirement Savings Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Edgerton Trucking Inc. Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391077753 · Edgerton Trucking Inc PY 2024 · 401(k)

Edgerton Trucking Inc. Retirement Savings Plan · $12M · 47 · 60th

  • 5500 $12M
  • 5500 47
  • 5500 60th
  • 5500 401(k)
  • 5500 near Roth & Company, LLP 401(k) Plan
  • 5500 ind #2027

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 Wisconsin →

Edgerton Trucking Inc. Retirement Savings Plan in the asset neighbourhood

Edgerton Trucking Inc. Retirement Savings PlanEdgerton Trucking Inc. Retir…$12MRoth & Company, LLP 401(k) PlanRoth & Company, LLP 401(k) P…$12MGarnet Capital Advisors LLC 401(k) PlanGarnet Capital Advisors LLC …$12MAmerican Marine Services Group 401(k) Profit Sharing PlanAmerican Marine Services Gro…$12MLeevers Foods, Inc. Profit Sharing and 401(k) PlanLeevers Foods, Inc. Profit S…$12M
End-of-year total assets ($M) among Edgerton Trucking Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Edgerton Trucking Inc multi-year asset trail

Sponsor-wide plan assets over time

All Edgerton Trucking Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 52.4252918005937% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.15M $12.4M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 40 $8M
2023 1 38 $10M
2024 1 47 $12M

Edgerton Trucking Inc filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN391077753
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Edgerton Trucking Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Edgerton Trucking Inc. Retirement Savings Plan, Total assets ($B): 0.012429714 · Participants: 47Edgerton Trucking Inc. Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Edgerton Trucking Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Edgerton Trucking Inc. Retirement Savings Plan side-by-side with 3 peers →

Edgerton Trucking Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Roth & Company, LLP 401(k) Plan in NY ($12M); by covered participants it is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Edgerton Trucking Inc. Retirement Savings Plan assets move in 2024? ▼
Edgerton Trucking Inc. Retirement Savings Plan grew sharply - up 22.4% during 2024, from $10M to $12M. Reported net income was $2M.
How have Edgerton Trucking Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edgerton Trucking Inc's sponsor-wide assets grew 52.4%, from $8M to $12M.
Which 401(k) plans are similar in size to Edgerton Trucking Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roth & Company, LLP 401(k) Plan in NY ($12M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Edgerton Trucking Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants, $35M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391077753.

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.