401(k) · DOL Form 5500 · 2024

Allegiance Trucks North America, LLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
1,055
Participants Near avg headcount
81st
Percentile by assets National rank
$37,321
Avg per participant Low balance/head
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Official DOL plan name: Allegiance Trucks 401(k) Profit Sharing Plan and Trust · Sponsored by Allegiance Trucks North America, LLC · Connecticut · Transportation & Warehousing

$39M in assets, 1,055 participants

Allegiance Trucks North America, LLC's Allegiance Trucks 401(k) Profit Sharing Plan and Trust reported $39M in total assets and 1,055 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,638 in Transportation & Warehousing (3,299 peers)

Where Allegiance Trucks 401(k) Profit Sharing Plan and Trust sits by assets

Allegiance Trucks 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $39M for 1,055 participants (~$37,321/participant), up 14.5% in 2024.

#2,638
in Transportation & Warehousing (3,299 peers)
+14.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Allegiance Trucks 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Allegiance Trucks 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$39,373,249 Top 19% higher than 81% 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

Allegiance Trucks 401(k) Profit Sharing Plan and Trust'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. Allegiance Trucks 401(k) Profit Sharing Plan and Trust lands in the large band (1,055 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allegiance Trucks 401(k) Profit Sharing Plan and Trust reported participants rose from 691 in the plan year 2023 filing to 1,055 in the plan year 2024 filing.
  • Allegiance Trucks 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $34M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Allegiance Trucks 401(k) Profit Sharing Plan and Trust reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 854127130 · Allegiance Trucks North America, LLC PY 2024 · 401(k)

Allegiance Trucks 401(k) Profit Sharing Plan and Trust · $39M · 1,055 · 81st

  • EBSA $39M
  • EBSA 1,055
  • EBSA 81st
  • EBSA 401(k)
  • EBSA near Plumbers Local Union No. 16 Defined Contribution Plan
  • EBSA ind #2638

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 Connecticut →

Allegiance Trucks 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

401(k) Savings Plan for Employees of Feith Systems and S401(k) Savings Plan for Empl…$39MValley View Casino 401(k) Plan & TrustValley View Casino 401(k) Pl…$39MAllegiance Trucks 401(k) Profit Sharing Plan and TrustAllegiance Trucks 401(k) Pro…$39MPlumbers Local Union No. 16 Defined Contribution PlanPlumbers Local Union No. 16 …$39MSpins 401(k) Plan$39M
End-of-year total assets ($M) among Allegiance Trucks 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN854127130
Plan Effective Date2016-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allegiance Trucks North America, LLC)

Sponsor-wide plan assets over time

All Allegiance Trucks North America, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$39M 160.47030691679808% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $15.1M $39.4M ▲ +160.4%
Year Plans Participants Total Assets
2022 2 800 $15M
2023 2 691 $34M
2024 1 1,055 $39M

Nearby 401(k) Plans in Connecticut

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

Allegiance Trucks 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Allegiance Trucks 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.039373249 · Participants: 1055Allegiance Trucks 401(k) Profit Sharing Plan and TrustRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Allegiance Trucks 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants

Allegiance Trucks 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Plumbers Local Union No. 16 Defined Contribution Plan in NE ($39M); by covered participants it is Pm Pediatrics Management Group, LLC 401(k) Plan in NY (1,055 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,055 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 Allegiance Trucks 401(k) Profit Sharing Plan and Trust assets move in 2024?
Allegiance Trucks 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 14.5% during 2024, from $34M to $39M. Reported net income was $5M.
How have Allegiance Trucks North America, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Allegiance Trucks North America, LLC's sponsor-wide assets grew 160.5%, from $15M to $39M.
Where does Allegiance Trucks 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Allegiance Trucks 401(k) Profit Sharing Plan and Trust ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Allegiance Trucks 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Plumbers Local Union No. 16 Defined Contribution Plan in NE ($39M, 527 participants).
Which 401(k) plans cover a similar participant headcount to Allegiance Trucks 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Pm Pediatrics Management Group, LLC 401(k) Plan in NY (1,055 participants, N/A in assets).