401(k) · DOL Form 5500 · 2024
Dillard-Lewis, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $37,993
- Avg per participant Low balance/head
Official DOL plan name: Dillard-Lewis, Inc. Dba Highland Express 401(k) Plan · Sponsored by Dillard-Lewis, Inc. · North Carolina · Transportation & Warehousing
$5M in assets, 140 participants
Dillard-Lewis, Inc.'s Dillard-Lewis, Inc. Dba Highland Express 401(k) Plan reported $5M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #1,457 in Transportation & Warehousing (3,299 peers)
Coverage in North Carolina
Dillard-Lewis, Inc. Dba Highland Express 401(k) Plan covers 140 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.
- #1,457
- in Transportation & Warehousing (3,299 peers)
- +14.8%
- assets growth YoY
Dillard-Lewis, Inc. Dba Highland Express 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Dillard-Lewis, Inc. Dba Highland Express 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,318,954 43rd percentile higher than 43% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dillard-Lewis, Inc. Dba Highland Express 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. Dillard-Lewis, Inc. Dba Highland Express 401(k) Plan sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dillard-Lewis, Inc. Dba Highland Express 401(k) Plan reported net income fell from $919K in the plan year 2023 filing to $691K in the plan year 2024 filing.
- Dillard-Lewis, Inc. Dba Highland Express 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Dillard-Lewis, Inc. Dba Highland Express 401(k) Plan reported participants rose from 129 in the plan year 2023 filing to 140 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 561411884 · Dillard-Lewis, Inc. PY 2024 · 401(k)
Dillard-Lewis, Inc. Dba Highland Express 401(k) Plan · $5M · 140 · 43rd
- RANK $5M
- RANK 140
- RANK 43rd
- RANK 401(k)
- RANK near Thermo King of Pittsburgh, Inc. 401(k) Plan
- RANK ind #1457
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 North Carolina →
Dillard-Lewis, Inc. Dba Highland Express 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $691K |
| Employer EIN | 561411884 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dillard-Lewis, Inc.)
Sponsor-wide plan assets over time
All Dillard-Lewis, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 43.397136939114596% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $4M |
| 2023 | 1 | 129 | $5M |
| 2024 | 1 | 140 | $5M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Dillard-Lewis, Inc. Dba Highland Express 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Thermo King of Pittsburgh, Inc. 401(k) Plan in PA ($5M); by covered participants it is Conformis, Inc. 401(k) Plan in MA (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Conformis, Inc. 401(k) Plan (MA) 140 · 0 off
- Kuehl Enterprises, LLC 401(k) Retirement Plan (KS) 140 · 0 off
- 401(k) Savings Plan for Peter Marino Architects (NY) 140 · 0 off
- Zink Distributing Company 401(k) Retirement Plan (IN) 140 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.