401(k) · DOL Form 5500 · 2024

Assured Xpress LLC 401(k) Plan

Data updated 2026-08-25

$317K
Total assets Small plan by assets
165
Participants Small participant base
14th
Percentile by assets National rank
$1,921
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Assured Xpress 401(k) Plan · Sponsored by Assured Xpress LLC · Tennessee · Transportation & Warehousing

$317K in assets, 165 participants

Assured Xpress LLC's Assured Xpress 401(k) Plan reported $317K in total assets and 165 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

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

Coverage in Tennessee

Assured Xpress 401(k) Plan covers 165 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $317K.

#462
in Transportation & Warehousing (3,299 peers)
+58.1%
assets growth YoY

Assured Xpress 401(k) Plan among the smaller filed plans by assets

Assured Xpress 401(k) Plan vs every filed plan by assets

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

$316,946 14th percentile higher than 14% 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

Assured Xpress 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. Assured Xpress 401(k) Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Assured Xpress 401(k) Plan reported participants rose from 92 in the plan year 2023 filing to 165 in the plan year 2024 filing.
  • Assured Xpress 401(k) Plan end-of-year assets rose from $200K in the plan year 2023 filing to $317K in the plan year 2024 filing.
  • Assured Xpress 401(k) Plan reported net income fell from $200K in the plan year 2023 filing to $117K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 851917806 · Assured Xpress LLC PY 2024 · 401(k)

Assured Xpress 401(k) Plan · $317K · 165 · 14th

  • PCT $317K
  • PCT 165
  • PCT 14th
  • PCT 401(k)
  • PCT near Luippold Family Ventures Incorporated 401(k) Plan
  • PCT ind #462

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 Tennessee →

Assured Xpress 401(k) Plan in the asset neighbourhood

Assured Xpress 401(k) Plan$317KLuippold Family Ventures Incorporated 401(k) PlanLuippold Family Ventures Inc…$317KCovers Retirement Plan$317KNces, Inc. 401(k) Plan$317KThe Wellness Concierge, Inc. 401(k) PlanThe Wellness Concierge, Inc.…$317K
End-of-year total assets ($M) among Assured Xpress 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$200K
Net Assets (End of Year)$317K
Net Income$117K
Employer EIN851917806
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Assured Xpress LLC)

Sponsor-wide plan assets over time

All Assured Xpress LLC plans reported in each filing year

Latest sponsor-wide plan assets
$317K 58.12196922831314% vs 2023
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 20232024 $0.2M $0.32M ▲ +60.0%
Year Plans Participants Total Assets
2023 1 92 $200K
2024 1 165 $317K

Nearby 401(k) Plans in Tennessee

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

Assured Xpress 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Assured Xpress 401(k) Plan, Total assets ($B): 0.000316946 · Participants: 165Assured Xpress 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Assured Xpress 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Assured Xpress 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Luippold Family Ventures Incorporated 401(k) Plan in MA ($317K); by covered participants it is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($317K here).

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Assured Xpress 401(k) Plan assets move in 2024? ▼
Assured Xpress 401(k) Plan surged - up 58.1% during 2024, from $200K to $317K. Reported net income was $117K.
How have Assured Xpress LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Assured Xpress LLC's sponsor-wide assets grew 58.1%, from $200K to $317K.
Where does Assured Xpress 401(k) Plan rank by assets among Form 5500 filers? ▼
Assured Xpress 401(k) Plan ranks in the 14th 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 401(k) plans are similar in size to Assured Xpress 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Luippold Family Ventures Incorporated 401(k) Plan in MA ($317K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Assured Xpress 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants, $3M 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 851917806.

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.