401(k) · DOL Form 5500 · 2024
Lucky's Truck and Trailer Sales Inc 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $57,615
- Avg per participant Low balance/head
Official DOL plan name: Lucky's Truck and Trailer Sales Inc. 401(k) Plan · Sponsored by Lucky's Truck and Trailer Sales Inc · New York · Retail Trade
$7M in assets, 115 participants
Lucky's Truck and Trailer Sales Inc's Lucky's Truck and Trailer Sales Inc. 401(k) Plan reported $7M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #4,639 in Retail Trade (8,048 peers)
Coverage in New York
Lucky's Truck and Trailer Sales Inc. 401(k) Plan covers 115 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #4,639
- in Retail Trade (8,048 peers)
- +14.6%
- assets growth YoY
Lucky's Truck and Trailer Sales Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Lucky's Truck and Trailer Sales Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,625,775 47th percentile higher than 47% 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
Lucky's Truck and Trailer Sales Inc. 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. Lucky's Truck and Trailer Sales Inc. 401(k) Plan sits mid-pack in the medium band (115 participants).
Published 5500 schedule card
Filing strip 884232450 · Lucky's Truck and Trailer Sales Inc PY 2024 · 401(k)
Lucky's Truck and Trailer Sales Inc. 401(k) Plan · $7M · 115 · 47th
- SCH $7M
- EBSA 115
- PART 47th
- TYPE 401(k)
- NET near Polacheck & Associates, Inc. Profit Sharing Plan
- BOOK ind #4639
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 Retail Trade retirement plans → · Plans in New York →
Lucky's Truck and Trailer Sales Inc. 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $845K |
| Employer EIN | 884232450 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Lucky's Truck and Trailer Sales Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Polacheck & Associates, Inc. Profit Sharing Plan in CA ($7M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.
- Dhillon Healthcare Group 401(k) Profit Sharing (CA) 115 · 0 off
- Sa Photonics, Inc. 401(k) Plan (CA) 115 · 0 off
- Atlantic Engineering Laboratories, Inc. 401(k) Plan (NJ) 115 · 0 off
- Greater Houston Retailers Association 401(k) Plan (TX) 115 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.