401(k) · DOL Form 5500 · 2024
B & K Transportation, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 86
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $123,132
- Avg per participant Near avg balance/head
Official DOL plan name: B & K Transportation, Inc. Employee Retirement and Savings Plan · Sponsored by B & K Transportation, Inc. · Wisconsin · Transportation & Warehousing
$11M in assets, 86 participants
B & K Transportation, Inc.'s B & K Transportation, Inc. Employee Retirement and Savings Plan reported $11M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #1,917 in Transportation & Warehousing (3,299 peers)
What the 2024 filing shows
B & K Transportation, Inc. Employee Retirement and Savings Plan holds $11M for 86 participants - about $123,132 per participant, above the median plan by assets.
- #1,917
- in Transportation & Warehousing (3,299 peers)
- -3.6%
- assets change YoY
The plan reported a net loss of $394K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
B & K Transportation, Inc. Employee Retirement and Savings Plan's mid-pack asset rank among Transportation & Warehousing and all filers
B & K Transportation, Inc. Employee Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,589,331 Top 43% higher than 57% 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
B & K Transportation, Inc. Employee Retirement and Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. B & K Transportation, Inc. Employee Retirement and Savings Plan is a small filing (86 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- B & K Transportation, Inc. Employee Retirement and Savings Plan reported net income fell from -$44K in the plan year 2023 filing to -$394K in the plan year 2024 filing.
- B & K Transportation, Inc. Employee Retirement and Savings Plan reported participants fell from 93 in the plan year 2023 filing to 86 in the plan year 2024 filing.
- B & K Transportation, Inc. Employee Retirement and Savings Plan end-of-year assets fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 391414417 · B & K Transportation, Inc. PY 2024 · 401(k)
B & K Transportation, Inc. Employee Retirement and Savings Plan · $11M · 86 · 57th
- PART $11M
- PART 86
- PART 57th
- PART 401(k)
- PART near Lake County Tribal Health Cons 401(k) Profit Sharing Plan & Trust
- PART ind #1917
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 Wisconsin →
B & K Transportation, Inc. Employee Retirement and Savings Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$394K |
| Employer EIN | 391414417 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (B & K Transportation, Inc.)
Sponsor-wide plan assets over time
All B & K Transportation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 3.9714442546221536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 157 | $11M |
| 2023 | 2 | 93 | $11M |
| 2024 | 1 | 86 | $11M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
B & K Transportation, Inc. Employee Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Lake County Tribal Health Cons 401(k) Profit Sharing Plan & Trust in CA ($11M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.
- Vaughn Electric Company,Inc. 401(k) Plan (TN) 86 · 0 off
- Visionweb 401(k) Plan (TX) 86 · 0 off
- Timberline Homes, Inc. Employee Savings & Profit Sharing Plan (AL) 86 · 0 off
- Aq Transformer Solutions Inc. (OH) 86 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.