401(k) · DOL Form 5500 · 2024
Estes Express Lines 401(k) Plan
Data updated 2026-08-25
- $161M
- Total assets Near avg plan size
- 3,740
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $43,059
- Avg per participant Low balance/head
Official DOL plan name: Estes West 401(k) Retirement Plan · Sponsored by Estes Express Lines · Virginia · Transportation & Warehousing
$161M in assets, 3,740 participants
Estes Express Lines's Estes West 401(k) Retirement Plan reported $161M in total assets and 3,740 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,017 in Transportation & Warehousing (3,299 peers)
Coverage in Virginia
Estes West 401(k) Retirement Plan covers 3,740 participants in Virginia, 4.8x the typical Virginia plan (state average ~782 per filing). Assets: $161M.
- #3,017
- in Transportation & Warehousing (3,299 peers)
- +19.3%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Estes West 401(k) Retirement Plan's outsized position by total assets
Estes West 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$161,041,976 Top 7% higher than 93% 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
Estes West 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Estes West 401(k) Retirement Plan lands in the large band (3,740 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Estes West 401(k) Retirement Plan end-of-year assets rose from $135M in the plan year 2023 filing to $161M in the plan year 2024 filing.
- Estes West 401(k) Retirement Plan reported net income rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Estes West 401(k) Retirement Plan reported participants rose from 3,411 in the plan year 2023 filing to 3,740 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 953156091 · Estes Express Lines PY 2024 · 401(k)
Estes West 401(k) Retirement Plan · $161M · 3,740 · 93rd
- 5500 $161M
- 5500 3,740
- 5500 93rd
- 5500 401(k)
- 5500 near Orthopedic Care Partners 401(k) and Profit Sharing Plan
- 5500 ind #3017
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 Virginia →
Estes West 401(k) Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $135M |
|---|---|
| Net Assets (End of Year) | $161M |
| Net Income | $26M |
| Employer EIN | 953156091 |
| Plan Effective Date | 2001-11-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Estes Express Lines)
Sponsor-wide plan assets over time
All Estes Express Lines plans reported in each filing year
- Latest sponsor-wide plan assets
- $161M 42.73428434289966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,406 | $113M |
| 2023 | 1 | 3,411 | $135M |
| 2024 | 1 | 3,740 | $161M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Estes West 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Orthopedic Care Partners 401(k) and Profit Sharing Plan in FL ($161M); by covered participants it is Valley National Bank Savings and Investment Plan in NJ (3,741 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($161M here).
- Orthopedic Care Partners 401(k) and Profit Sharing Plan (FL) $161M · 1,305
- University of Louisville Physicians, Inc. Profit Sharing Plan (KY) $161M · 3,055
- Redstone Federal Credit Union Employees' Savings & Retirement Plan & Trust (AL) $161M · 1,368
- Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k) (CO) $161M · 731
Similar participant headcount
Nearest other-state filings by covered participants (3,740 participants); asset peers above are excluded.
- Valley National Bank Savings and Investment Plan (NJ) 3,741 · 1 off
- Tk Elevator Retirement Savings Plan (GA) 3,742 · 2 off
- New American Funding, LLC 401(k) Plan (CA) 3,738 · 2 off
- Hilti Retirement Savings Plan (OK) 3,737 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.