Profit Sharing · DOL Form 5500 · 2024

Budd Logistics, Inc. Profit Sharing Plan

Data updated 2026-08-25

$420K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$419,544
Avg per participant High balance/head
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Official DOL plan name: Budd Logistics, Inc. Retirement Plan · Sponsored by Budd Logistics, Inc. · California · Transportation & Warehousing

$420K in assets, 1 participants

Budd Logistics, Inc.'s Budd Logistics, Inc. Retirement Plan reported $420K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

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

Budd Logistics, Inc. multi-year trail

Budd Logistics, Inc.'s plans moved -46.0% in assets from 2022 to 2024; this filing shows Budd Logistics, Inc. Retirement Plan at $420K / 1 participant.

#548
in Transportation & Warehousing (3,299 peers)
-45.9%
assets change YoY

The plan reported a net loss of $356K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Budd Logistics, Inc. Retirement Plan among the smaller filed plans by assets

Budd Logistics, Inc. Retirement Plan vs every filed plan by assets

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

$419,544 16th percentile higher than 16% 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

Budd Logistics, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Budd Logistics, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Budd Logistics, Inc. Retirement Plan reported net income fell from -$2K in the plan year 2023 filing to -$356K in the plan year 2024 filing.
  • Budd Logistics, Inc. Retirement Plan end-of-year assets fell from $775K in the plan year 2023 filing to $420K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 454521252 · Budd Logistics, Inc. PY 2024 · Profit Sharing

Budd Logistics, Inc. Retirement Plan · $420K · 1 · 16th

  • PHOTO $420K
  • PHOTO 1
  • PHOTO 16th
  • PHOTO Profit Sharing
  • PHOTO near Degroff Process Equipment Co Profit Sharing Plan
  • PHOTO ind #548

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 California →

Budd Logistics, Inc. Retirement Plan in the asset neighbourhood

Budd Logistics, Inc. Retirement PlanBudd Logistics, Inc. Retirem…$420KDegroff Process Equipment Co Profit Sharing PlanDegroff Process Equipment Co…$420KFlorida's Top Insurance Services Inc. Retirement PlanFlorida's Top Insurance Serv…$420KThompson Ace Hardware, Inc. Retirement PlanThompson Ace Hardware, Inc. …$419KRicktina Inc. Retirement Plan$420K
End-of-year total assets ($M) among Budd Logistics, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Budd Logistics, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Budd Logistics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$420K 46.00463320463321% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.78M $0.42M ▼ -46.2%
Year Plans Participants Total Assets
2022 1 1 $777K
2023 1 1 $775K
2024 1 1 $420K

Budd Logistics, Inc. filing trail (2024)

Total Assets (Beginning of Year)$775K
Net Assets (End of Year)$420K
Net Income-$356K
Employer EIN454521252
Plan Effective Date2012-03-09
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Budd Logistics, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Budd Logistics, Inc. Retirement Plan, Total assets ($B): 0.000419544 · Participants: 1Budd Logistics, Inc. Retirement PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Budd Logistics, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Budd Logistics, Inc. Retirement Plan side-by-side with 3 peers →

Budd Logistics, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Degroff Process Equipment Co Profit Sharing Plan in TN ($420K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Budd Logistics, Inc. Retirement Plan assets move in 2024? ▼
Budd Logistics, Inc. Retirement Plan contracted severely - down 45.9% during 2024, from $775K to $420K. Reported net income was -$356K.
How have Budd Logistics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Budd Logistics, Inc.'s sponsor-wide assets declined 46.0%, from $777K to $420K.
Where does Budd Logistics, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Budd Logistics, Inc. Retirement Plan ranks in the 16th 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 Profit Sharing plans are similar in size to Budd Logistics, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Degroff Process Equipment Co Profit Sharing Plan in TN ($420K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Budd Logistics, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 454521252.

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.