401(k) · DOL Form 5500 · 2023

Blue Max Trucking, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
354
Participants Below avg headcount
45th
Percentile by assets National rank
$14,686
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Blue Max Trucking, Inc. 401(k) Plan · Sponsored by Blue Max Trucking, Inc. · North Carolina · Transportation & Warehousing

$5M in assets, 354 participants

Blue Max Trucking, Inc.'s Blue Max Trucking, Inc. 401(k) Plan reported $5M in total assets and 354 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,519 in Transportation & Warehousing (3,362 peers)

Coverage in North Carolina

Blue Max Trucking, Inc. 401(k) Plan covers 354 participants in North Carolina, about 43% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#1,519
in Transportation & Warehousing (3,362 peers)
+8.7%
assets growth YoY

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

Blue Max Trucking, Inc. 401(k) Plan vs every filed plan by assets

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

$5,198,961 45th percentile higher than 45% 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

Blue Max Trucking, Inc. 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. Blue Max Trucking, Inc. 401(k) Plan sits mid-pack in the medium band (354 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Max Trucking, Inc. 401(k) Plan reported net income fell from $567K in the plan year 2022 filing to $417K in the plan year 2023 filing.
  • Blue Max Trucking, Inc. 401(k) Plan reported participants rose from 281 in the plan year 2022 filing to 354 in the plan year 2023 filing.
  • Blue Max Trucking, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561439052 · Blue Max Trucking, Inc. PY 2023 · 401(k)

Blue Max Trucking, Inc. 401(k) Plan · $5M · 354 · 45th

  • RANK $5M
  • PHOTO 354
  • IND 45th
  • EOY 401(k)
  • 5500 near Chartwell Operations LLC Multiple Employer 401(k) Plan
  • ASSETS ind #1519

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 North Carolina →

Blue Max Trucking, Inc. 401(k) Plan in the asset neighbourhood

Blue Max Trucking, Inc. 401(k) PlanBlue Max Trucking, Inc. 401(…$5MChartwell Operations LLC Multiple Employer 401(k) PlanChartwell Operations LLC Mul…$5MMortgages Unlimited, Inc. 401(k) PlanMortgages Unlimited, Inc. 40…$5MThe 401(k) Plan$5MInstitute for Functional Medicine 401(k) PlanInstitute for Functional Med…$5M
End-of-year total assets ($M) among Blue Max Trucking, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$417K
Employer EIN561439052
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Max Trucking, Inc.)

Sponsor-wide plan assets over time

All Blue Max Trucking, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 8.7178619622017% vs 2022
2023 filing year
$4.6M$4.8M$5M$5.2M$5.4M 20222023 $4.78M $5.2M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 281 $5M
2023 1 354 $5M

Nearby 401(k) Plans in North Carolina

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

Blue Max Trucking, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Blue Max Trucking, Inc. 401(k) Plan, Total assets ($B): 0.005198961 · Participants: 354Blue Max Trucking, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Blue Max Trucking, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Blue Max Trucking, Inc. 401(k) Plan side-by-side with 3 peers →

Blue Max Trucking, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Chartwell Operations LLC Multiple Employer 401(k) Plan in NY ($5M); by covered participants it is Bay Photo, Inc. 401(k) Plan in CA (354 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (354 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 Blue Max Trucking, Inc. 401(k) Plan assets move in 2023? ▼
Blue Max Trucking, Inc. 401(k) Plan grew at a solid clip - up 8.7% during 2023, from $5M to $5M. Reported net income was $417K.
How have Blue Max Trucking, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Blue Max Trucking, Inc.'s sponsor-wide assets grew 8.7%, from $5M to $5M.
Which 401(k) plans are similar in size to Blue Max Trucking, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chartwell Operations LLC Multiple Employer 401(k) Plan in NY ($5M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Blue Max Trucking, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bay Photo, Inc. 401(k) Plan in CA (354 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 561439052.

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.