401(k)
2024 plan-year 401(k) DOL Form 5500

Mastery Logistics Systems, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Mastery Logistics Systems, Inc. ยท Illinois ยท Transportation & Warehousing

What the 2023 filing shows

Mastery Logistics Systems, Inc. 401(k) Plan holds $36M for 534 participants - about $68,341 per participant, up 48.9% over the 2024 plan year.

$36M
total plan assets (2024 EOY)
534
covered participants
$68,341
avg assets per participant
+48.9%
assets growth YoY
Total Assets (2023)
$36M
Participants
534
State
Industry
Transportation & Warehousing

What the Filing Says About Mastery Logistics Systems, Inc. 401(k) Plan

Mastery Logistics Systems, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Mastery Logistics Systems, Inc., headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $36M in total end-of-year assets and covers 534 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 831185597, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $25M at the beginning of 2024 to $36M at year-end โ€” a gain of 48.9%. Net assets (after liabilities) closed the year at $36M, with reported net income of $12M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$25M
Total Assets (End of Year)$36M
Net Assets (End of Year)$36M
Net Income$12M
Plan Type401(k)
Employer EIN831185597
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mastery Logistics Systems, Inc.)

Year Plans Participants Total Assets
2022 1 355 $13M
2023 1 547 $25M
2024 1 534 $36M

Nearby 401(k) Plans in Illinois

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Frequently Asked Questions

How much money is in the Mastery Logistics Systems, Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Mastery Logistics Systems, Inc. 401(k) Plan holds $36M in total assets with 534 participants. It is sponsored by Mastery Logistics Systems, Inc..
What type of plan is Mastery Logistics Systems, Inc. 401(k) Plan?
Mastery Logistics Systems, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2022-01-01. The plan is filed with the U.S. Department of Labor under EIN 831185597.
Who sponsors the Mastery Logistics Systems, Inc. 401(k) Plan?
Mastery Logistics Systems, Inc. 401(k) Plan is sponsored by Mastery Logistics Systems, Inc., located in Illinois. The sponsor's EIN is 831185597 and the plan operates in the Transportation & Warehousing industry.
How did Mastery Logistics Systems, Inc. 401(k) Plan perform in 2024?
Mastery Logistics Systems, Inc. 401(k) Plan grew by 48.9% during 2024, moving from $25M to $36M in total assets. Net income was $12M.
Where can I find official filings for Mastery Logistics Systems, Inc. 401(k) Plan?
Official Form 5500 filings for Mastery Logistics Systems, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 831185597 or plan name at efast.dol.gov.
How does Mastery Logistics Systems, Inc. 401(k) Plan compare to other plans?
You can compare Mastery Logistics Systems, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 831185597.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.