401(k) · DOL Form 5500 · 2024

The Waggoners Trucking 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
132
Participants Small participant base
59th
Percentile by assets National rank
$88,634
Avg per participant Below avg balance/head
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Official DOL plan name: The Waggoners Trucking 401(k) Profit Sharing Plan · Sponsored by The Waggoners Trucking · Montana · Transportation & Warehousing

$12M in assets, 132 participants

The Waggoners Trucking's The Waggoners Trucking 401(k) Profit Sharing Plan reported $12M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #1,987 in Transportation & Warehousing (3,299 peers)

Coverage in Montana

The Waggoners Trucking 401(k) Profit Sharing Plan covers 132 participants in Montana, about 49% of the average Montana filer (state average ~271 per filing). Assets: $12M.

#1,987
in Transportation & Warehousing (3,299 peers)
+8.6%
assets growth YoY

The Waggoners Trucking 401(k) Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers

The Waggoners Trucking 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,699,667 Top 41% higher than 59% 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

The Waggoners Trucking 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Waggoners Trucking 401(k) Profit Sharing Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Waggoners Trucking 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $923K in the plan year 2024 filing.
  • The Waggoners Trucking 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • The Waggoners Trucking 401(k) Profit Sharing Plan reported participants rose from 126 in the plan year 2023 filing to 132 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810290880 · The Waggoners Trucking PY 2024 · 401(k)

The Waggoners Trucking 401(k) Profit Sharing Plan · $12M · 132 · 59th

  • EOY $12M
  • EOY 132
  • EOY 59th
  • EOY 401(k)
  • EOY near Stride Learning Center 401(k) Plan
  • EOY ind #1987

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 Montana →

The Waggoners Trucking 401(k) Profit Sharing Plan in the asset neighbourhood

The Waggoners Trucking 401(k) Profit Sharing PlanThe Waggoners Trucking 401(k…$12MStride Learning Center 401(k) PlanStride Learning Center 401(k…$12MOht Partners, LLC 401(k) Plan$12MAir Control Systems, Inc. 401(k) Retirement PlanAir Control Systems, Inc. 40…$12MUniversal Waste Systems, Inc. 401(k) PlanUniversal Waste Systems, Inc…$12M
End-of-year total assets ($M) among The Waggoners Trucking 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$923K
Employer EIN810290880
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Waggoners Trucking)

Sponsor-wide plan assets over time

All The Waggoners Trucking plans reported in each filing year

Latest sponsor-wide plan assets
$12M 31.14341141968801% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.92M $11.7M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 102 $9M
2023 1 126 $11M
2024 1 132 $12M

Nearby 401(k) Plans in Montana

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

The Waggoners Trucking 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants The Waggoners Trucking 401(k) Profit Sharing Plan, Total assets ($M): 11.699667 · Participants: 132The Waggoners Trucking 401(k) Profit Sharing PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
The Waggoners Trucking 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare The Waggoners Trucking 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Waggoners Trucking 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Stride Learning Center 401(k) Plan in WY ($12M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (132 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 The Waggoners Trucking 401(k) Profit Sharing Plan assets move in 2024? ▼
The Waggoners Trucking 401(k) Profit Sharing Plan grew at a solid clip - up 8.6% during 2024, from $11M to $12M. Reported net income was $923K.
How have The Waggoners Trucking plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Waggoners Trucking's sponsor-wide assets grew 31.1%, from $9M to $12M.
Which 401(k) plans are similar in size to The Waggoners Trucking 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stride Learning Center 401(k) Plan in WY ($12M, 68 participants).
Which 401(k) plans cover a similar participant headcount to The Waggoners Trucking 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oiwk 401(k) Profit Sharing Plan in KY (132 participants, 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 810290880.

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.