401(k) · DOL Form 5500 · 2023

Action Enterprise Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
605
Participants Below avg headcount
65th
Percentile by assets National rank
$22,183
Avg per participant Low balance/head
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Official DOL plan name: Action Enterprise 401(k) Plan · Sponsored by Action Enterprise Holdings, LLC · Alabama · Transportation & Warehousing

$13M in assets, 605 participants

Action Enterprise Holdings, LLC's Action Enterprise 401(k) Plan reported $13M in total assets and 605 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #2,186 in Transportation & Warehousing (3,362 peers)

Action Enterprise Holdings, LLC multi-year trail

Action Enterprise Holdings, LLC's plans moved +33.3% in assets from 2022 to 2024; this filing shows Action Enterprise 401(k) Plan at $13M / 605 participants.

#2,186
in Transportation & Warehousing (3,362 peers)
+12.6%
assets growth YoY

Action Enterprise 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Action Enterprise 401(k) Plan vs every filed plan by assets

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

$13,420,575 Top 35% higher than 65% 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

Action Enterprise 401(k) 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. Action Enterprise 401(k) Plan sits mid-pack in the medium band (605 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Action Enterprise 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Action Enterprise 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Action Enterprise 401(k) Plan reported participants rose from 573 in the plan year 2022 filing to 605 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 823184072 · Action Enterprise Holdings, LLC PY 2023 · 401(k)

Action Enterprise 401(k) Plan · $13M · 605 · 65th

  • BOY $13M
  • BOY 605
  • BOY 65th
  • BOY 401(k)
  • BOY near Chapman Cubine Allen & Hussey Profit Sharing Plan
  • BOY ind #2186

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 Alabama →

Action Enterprise 401(k) Plan in the asset neighbourhood

Action Enterprise 401(k) Plan$13MChapman Cubine Allen & Hussey Profit Sharing PlanChapman Cubine Allen & Husse…$13MSecurity Properties Residential, LLC 401(k) PlanSecurity Properties Resident…$13MCalbee America, Inc. 401(k) Savings PlanCalbee America, Inc. 401(k) …$13MKelley Construction, Inc 401(k) Profit Sharing PlanKelley Construction, Inc 401…$13M
End-of-year total assets ($M) among Action Enterprise 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Action Enterprise Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Action Enterprise Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 33.287001067966685% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.9M $15.9M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 573 $12M
2023 1 605 $13M
2024 1 523 $16M

Action Enterprise Holdings, LLC filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN823184072
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Action Enterprise 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Action Enterprise 401(k) Plan, Total assets ($B): 0.013420575 · Participants: 605Action Enterprise 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Action Enterprise 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Action Enterprise 401(k) Plan side-by-side with 3 peers →

Action Enterprise 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Chapman Cubine Allen & Hussey Profit Sharing Plan in DC ($13M); by covered participants it is Pathways, Incorporated Employees' Retirement Plan in NY (605 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (605 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 Action Enterprise 401(k) Plan assets move in 2023? ▼
Action Enterprise 401(k) Plan grew at a solid clip - up 12.6% during 2023, from $12M to $13M. Reported net income was $2M.
How have Action Enterprise Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Action Enterprise Holdings, LLC's sponsor-wide assets grew 33.3%, from $12M to $16M.
Which 401(k) plans are similar in size to Action Enterprise 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chapman Cubine Allen & Hussey Profit Sharing Plan in DC ($13M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Action Enterprise 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pathways, Incorporated Employees' Retirement Plan in NY (605 participants, $17M 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 823184072.

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.