401(k)
2024 plan-year 401(k) DOL Form 5500

Direct Logistics Holdings, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Direct Logistics Holdings, Inc. · Texas · Administrative & Support Services

What the 2023 filing shows

Direct Logistics Holdings, Inc. 401(k) Plan holds $574K for 93 participants — about $6,173 per participant, down 8.2% over the 2024 plan year.

$574K
total plan assets (2024 EOY)
93
covered participants
$6,173
avg assets per participant
-8.2%
assets change YoY

The plan reported a net loss of $51K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$574K
Participants
93
State
Industry
Administrative & Support Services

What the Filing Says About Direct Logistics Holdings, Inc. 401(k) Plan

Direct Logistics Holdings, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Direct Logistics Holdings, Inc., headquartered in Texas. As of the 2024 Form 5500 filing, the plan reports $574K in total end-of-year assets and covers 93 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 863619750, and the plan has been effective since 2018-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $625K at the beginning of 2024 to $574K at year-end — a decline of 8.2%. Net assets (after liabilities) closed the year at $574K, with reported net income of $-51,410 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$625K
Total Assets (End of Year)$574K
Net Assets (End of Year)$574K
Net Income$-51,410
Plan Type401(k)
Employer EIN863619750
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Direct Logistics Holdings, Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Direct Logistics Holdings, Inc. 401(k) Plan holds $574K in total assets with 93 participants. It is sponsored by Direct Logistics Holdings, Inc..
What type of plan is Direct Logistics Holdings, Inc. 401(k) Plan?
Direct Logistics Holdings, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2018-01-01. The plan is filed with the U.S. Department of Labor under EIN 863619750.
Who sponsors the Direct Logistics Holdings, Inc. 401(k) Plan?
Direct Logistics Holdings, Inc. 401(k) Plan is sponsored by Direct Logistics Holdings, Inc., located in Texas. The sponsor's EIN is 863619750 and the plan operates in the Administrative & Support Services industry.
How did Direct Logistics Holdings, Inc. 401(k) Plan perform in 2024?
Direct Logistics Holdings, Inc. 401(k) Plan declined by 8.2% during 2024, moving from $625K to $574K in total assets. Net income was $-51,410.
Where can I find official filings for Direct Logistics Holdings, Inc. 401(k) Plan?
Official Form 5500 filings for Direct Logistics Holdings, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 863619750 or plan name at efast.dol.gov.
How does Direct Logistics Holdings, Inc. 401(k) Plan compare to other plans?
You can compare Direct Logistics Holdings, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 863619750.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.