401(k) · DOL Form 5500 · 2024

Fresh Direct Holdings, Inc 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
856
Participants Near avg headcount
66th
Percentile by assets National rank
$18,601
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Utf Trucking Bargaining Unit 401(k) · Sponsored by Fresh Direct Holdings, Inc · New York · Management of Enterprises

$16M in assets, 856 participants

Fresh Direct Holdings, Inc's Utf Trucking Bargaining Unit 401(k) reported $16M in total assets and 856 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #539 in Management of Enterprises (1,133 peers)

Fresh Direct Holdings, Inc multi-year trail

Fresh Direct Holdings, Inc's plans moved +46.3% in assets from 2022 to 2024; this filing shows Utf Trucking Bargaining Unit 401(k) at $16M / 856 participants.

#539
in Management of Enterprises (1,133 peers)
+25.1%
assets growth YoY

Utf Trucking Bargaining Unit 401(k)'s mid-pack asset rank among Management of Enterprises and all filers

Utf Trucking Bargaining Unit 401(k) vs every filed plan by assets

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

$15,922,441 Top 34% higher than 66% 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

Utf Trucking Bargaining Unit 401(k) 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. Utf Trucking Bargaining Unit 401(k) sits mid-pack in the medium band (856 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Utf Trucking Bargaining Unit 401(k) end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Utf Trucking Bargaining Unit 401(k) reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Utf Trucking Bargaining Unit 401(k) reported participants fell from 902 in the plan year 2023 filing to 856 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 113576952 · Fresh Direct Holdings, Inc PY 2024 · 401(k)

Utf Trucking Bargaining Unit 401(k) · $16M · 856 · 66th

  • BOOK $16M
  • BOOK 856
  • BOOK 66th
  • BOOK 401(k)
  • BOOK near E.Republic LLC 401(k) Savings & Retirement Plan
  • BOOK ind #539

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 Management of Enterprises retirement plans → · Plans in New York →

Utf Trucking Bargaining Unit 401(k) in the asset neighbourhood

Utf Trucking Bargaining Unit 401(k)Utf Trucking Bargaining Unit…$16ME.Republic LLC 401(k) Savings & Retirement PlanE.Republic LLC 401(k) Saving…$16MValley Youth House Committee, Inc. 401(k) PlanValley Youth House Committee…$16MCowlitz Indian Tribe 401(k) PlanCowlitz Indian Tribe 401(k) …$16MNbi, Inc. Profit Sharing and 401(k) PlanNbi, Inc. Profit Sharing and…$16M
End-of-year total assets ($M) among Utf Trucking Bargaining Unit 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fresh Direct Holdings, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Fresh Direct Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$74M 46.29931747778841% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $50.5M $73.9M ▲ +46.3%
Year Plans Participants Total Assets
2022 3 3,680 $51M
2023 3 2,907 $66M
2024 3 2,719 $74M

Fresh Direct Holdings, Inc filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN113576952
Plan Effective Date2007-06-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Utf Trucking Bargaining Unit 401(k) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Utf Trucking Bargaining Unit 401(k), Total assets ($B): 0.015922441 · Participants: 856Utf Trucking Bargaining Unit 401(k)IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Utf Trucking Bargaining Unit 401(k) vs. nearby 401(k) plans in New York, assets vs. participants

Utf Trucking Bargaining Unit 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is E.Republic LLC 401(k) Savings & Retirement Plan in CA ($16M); by covered participants it is Bay Family of Companies 401(k) Plan in WI (856 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (856 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 Utf Trucking Bargaining Unit 401(k) assets move in 2024?
Utf Trucking Bargaining Unit 401(k) grew sharply - up 25.1% during 2024, from $13M to $16M. Reported net income was $3M.
How have Fresh Direct Holdings, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Fresh Direct Holdings, Inc's sponsor-wide assets grew 46.3%, from $51M to $74M.
Which 401(k) plans are similar in size to Utf Trucking Bargaining Unit 401(k)?
Among 401(k) plans in other states, the closest by assets is E.Republic LLC 401(k) Savings & Retirement Plan in CA ($16M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Utf Trucking Bargaining Unit 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Bay Family of Companies 401(k) Plan in WI (856 participants, $80M in assets).