401(k) · DOL Form 5500 · 2024

Alpha Zulu Transportation LLC 401(k) Plan

Data updated 2026-08-25

$332K
Total assets Small plan by assets
90
Participants Small participant base
14th
Percentile by assets National rank
$3,694
Avg per participant Low balance/head
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Official DOL plan name: Alpha Zulu Transportation, LLC 401(k) Plan · Sponsored by Alpha Zulu Transportation LLC · Arizona · Transportation & Warehousing

$332K in assets, 90 participants

Alpha Zulu Transportation LLC's Alpha Zulu Transportation, LLC 401(k) Plan reported $332K in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

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

Alpha Zulu Transportation LLC multi-year trail

Alpha Zulu Transportation LLC's plans moved +132.7% in assets from 2023 to 2024; this filing shows Alpha Zulu Transportation, LLC 401(k) Plan at $332K / 90 participants.

#478
in Transportation & Warehousing (3,299 peers)
+132.7%
assets growth YoY

Alpha Zulu Transportation, LLC 401(k) Plan among the smaller filed plans by assets

Alpha Zulu Transportation, LLC 401(k) Plan vs every filed plan by assets

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

$332,444 14th percentile higher than 14% 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

Alpha Zulu Transportation, LLC 401(k) 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. Alpha Zulu Transportation, LLC 401(k) Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alpha Zulu Transportation, LLC 401(k) Plan end-of-year assets rose from $143K in the plan year 2023 filing to $332K in the plan year 2024 filing.
  • Alpha Zulu Transportation, LLC 401(k) Plan reported participants rose from 61 in the plan year 2023 filing to 90 in the plan year 2024 filing.
  • Alpha Zulu Transportation, LLC 401(k) Plan reported net income rose from $143K in the plan year 2023 filing to $190K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 850525024 · Alpha Zulu Transportation LLC PY 2024 · 401(k)

Alpha Zulu Transportation, LLC 401(k) Plan · $332K · 90 · 14th

  • NET $332K
  • NET 90
  • NET 14th
  • NET 401(k)
  • NET near White Plumbing Co. Inc. Retirement Plan
  • NET ind #478

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 Arizona →

Alpha Zulu Transportation, LLC 401(k) Plan in the asset neighbourhood

Alpha Zulu Transportation, LLC 401(k) PlanAlpha Zulu Transportation, L…$332KWhite Plumbing Co. Inc. Retirement PlanWhite Plumbing Co. Inc. Reti…$332KFreedom Homecare Inc 401(k) Profit Sharing Plan & TrustFreedom Homecare Inc 401(k) …$332KSam Webb Media Services LLC 401(k) PlanSam Webb Media Services LLC …$332KCleaning and Consulting Services 401(k)Cleaning and Consulting Serv…$333K
End-of-year total assets ($M) among Alpha Zulu Transportation, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alpha Zulu Transportation LLC multi-year asset trail

Sponsor-wide plan assets over time

All Alpha Zulu Transportation LLC plans reported in each filing year

Latest sponsor-wide plan assets
$332K 132.67194378538784% vs 2023
2024 filing year
$0.1M$0.2M$0.3M$0.4M 20232024 $0.14M $0.33M ▲ +135.7%
Year Plans Participants Total Assets
2023 1 61 $143K
2024 1 90 $332K

Alpha Zulu Transportation LLC filing trail (2024)

Total Assets (Beginning of Year)$143K
Net Assets (End of Year)$332K
Net Income$190K
Employer EIN850525024
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Alpha Zulu Transportation, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Alpha Zulu Transportation, LLC 401(k) Plan, Total assets ($B): 0.000332444 · Participants: 90Alpha Zulu Transportation, LLC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Alpha Zulu Transportation, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Alpha Zulu Transportation, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is White Plumbing Co. Inc. Retirement Plan in MO ($332K); by covered participants it is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Alpha Zulu Transportation, LLC 401(k) Plan assets move in 2024?
Alpha Zulu Transportation, LLC 401(k) Plan surged - up 132.7% during 2024, from $143K to $332K. Reported net income was $190K.
How have Alpha Zulu Transportation LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Alpha Zulu Transportation LLC's sponsor-wide assets grew 132.7%, from $143K to $332K.
Where does Alpha Zulu Transportation, LLC 401(k) Plan rank by assets among Form 5500 filers?
Alpha Zulu Transportation, LLC 401(k) Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Alpha Zulu Transportation, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is White Plumbing Co. Inc. Retirement Plan in MO ($332K, 15 participants).
Which 401(k) plans cover a similar participant headcount to Alpha Zulu Transportation, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants, $299K in assets).