401(k) · DOL Form 5500 · 2024

Whitacre Logistics LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
105
Participants Small participant base
38th
Percentile by assets National rank
$38,344
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Whitacre Logistics 401(k) Plan · Sponsored by Whitacre Logistics LLC · Ohio · Transportation & Warehousing

$4M in assets, 105 participants

Whitacre Logistics LLC's Whitacre Logistics 401(k) Plan reported $4M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,276 in Transportation & Warehousing (3,299 peers)

Coverage in Ohio

Whitacre Logistics 401(k) Plan covers 105 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

#1,276
in Transportation & Warehousing (3,299 peers)
+12.6%
assets growth YoY

Whitacre Logistics 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Whitacre Logistics 401(k) Plan vs every filed plan by assets

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

$4,026,145 38th percentile higher than 38% 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

Whitacre Logistics 401(k) 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. Whitacre Logistics 401(k) Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whitacre Logistics 401(k) Plan reported net income fell from $795K in the plan year 2023 filing to $451K in the plan year 2024 filing.
  • Whitacre Logistics 401(k) Plan reported participants fell from 133 in the plan year 2023 filing to 105 in the plan year 2024 filing.
  • Whitacre Logistics 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 264192485 · Whitacre Logistics LLC PY 2024 · 401(k)

Whitacre Logistics 401(k) Plan · $4M · 105 · 38th

  • BOOK $4M
  • VS-ST 105
  • BOY 38th
  • SCH 401(k)
  • EBSA near Picorp, Inc. - Baltimore 401(k) Savings Plan
  • PART ind #1276

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 Ohio →

Whitacre Logistics 401(k) Plan in the asset neighbourhood

Whitacre Logistics 401(k) PlanWhitacre Logistics 401(k) Pl…$4MPicorp, Inc. - Baltimore 401(k) Savings PlanPicorp, Inc. - Baltimore 401…$4MInteractive Forums, Inc. 401(k) PlanInteractive Forums, Inc. 401…$4MVirginia Institute of Autism, Inc. 403(b) PlanVirginia Institute of Autism…$4MHourly Employee 401(k) Thrift Plan of Pcl Construction Services, Inc.Hourly Employee 401(k) Thrif…$4M
End-of-year total assets ($M) among Whitacre Logistics 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$451K
Employer EIN264192485
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitacre Logistics LLC)

Sponsor-wide plan assets over time

All Whitacre Logistics LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.85552926310912% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.78M $4.03M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 111 $3M
2023 1 133 $4M
2024 1 105 $4M

Nearby 401(k) Plans in Ohio

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

Whitacre Logistics 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Whitacre Logistics 401(k) Plan, Total assets ($B): 0.004026145 · Participants: 105Whitacre Logistics 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Whitacre Logistics 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Whitacre Logistics 401(k) Plan side-by-side with 3 peers →

Whitacre Logistics 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Picorp, Inc. - Baltimore 401(k) Savings Plan in MD ($4M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Whitacre Logistics 401(k) Plan assets move in 2024? ▼
Whitacre Logistics 401(k) Plan grew at a solid clip - up 12.6% during 2024, from $4M to $4M. Reported net income was $451K.
How have Whitacre Logistics LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitacre Logistics LLC's sponsor-wide assets grew 44.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Whitacre Logistics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Picorp, Inc. - Baltimore 401(k) Savings Plan in MD ($4M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Whitacre Logistics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medwest Associates, Inc. Profit Sharing Plan in IL (105 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 264192485.

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.