401(k) · DOL Form 5500 · 2023

B & K Transportation, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
93
Participants Small participant base
61st
Percentile by assets National rank
$118,095
Avg per participant Near avg balance/head
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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, 93 participants

B & K Transportation, Inc.'s B & K Transportation, Inc. Employee Retirement and Savings Plan reported $11M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #2,065 in Transportation & Warehousing (3,362 peers)

What the 2023 filing shows

B & K Transportation, Inc. Employee Retirement and Savings Plan holds $11M for 93 participants - about $118,095 per participant, above the median plan by assets.

#2,065
in Transportation & Warehousing (3,362 peers)
-0.4%
assets change YoY

The plan reported a net loss of $44K 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 2023 · DOL Form 5500

$10,982,854 Top 39% higher than 61% of 127,068 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 2023

B & K Transportation, Inc. Employee Retirement and Savings Plan among smaller filed plans by headcount

Plan-year 2023 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 (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • B & K Transportation, Inc. Employee Retirement and Savings Plan reported net income rose from -$851K in the plan year 2022 filing to -$44K in the plan year 2023 filing.
  • B & K Transportation, Inc. Employee Retirement and Savings Plan reported participants rose from 90 in the plan year 2022 filing to 93 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391414417 · B & K Transportation, Inc. PY 2023 · 401(k)

B & K Transportation, Inc. Employee Retirement and Savings Plan · $11M · 93 · 61st

  • NET $11M
  • NET 93
  • NET 61st
  • NET 401(k)
  • NET near Pj United, Inc. 401(k) Plan
  • NET ind #2065

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

B & K Transportation, Inc. Employee Retirement and Savings PlanB & K Transportation, Inc. E…$11MPj United, Inc. 401(k) Plan$11MThe Federated Group, Inc. 401(k) Profit Sharing PlanThe Federated Group, Inc. 40…$11MEmi Corporation 401(k) Profit Sharing PlanEmi Corporation 401(k) Profi…$11MSpur Energy Partners LLC 401(k) PlanSpur Energy Partners LLC 401…$11M
End-of-year total assets ($M) among B & K Transportation, Inc. Employee Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$44K
Employer EIN391414417
Plan Effective Date1990-07-01
Filing StatusFILING 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
$10.4M$10.6M$10.8M$11M$11.2M 202220232024 $11M $10.6M ▼ -4.0%
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.

B & K Transportation, Inc. Employee Retirement and Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants B & K Transportation, Inc. Employee Retirement and Savings Plan, Total assets ($B): 0.010982854 · Participants: 93B & K Transportation, Inc. Employee Retirement and Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
B & K Transportation, Inc. Employee Retirement and Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare B & K Transportation, Inc. Employee Retirement and Savings Plan side-by-side with 3 peers →

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 Pj United, Inc. 401(k) Plan in AL ($11M); by covered participants it is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 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 (93 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did B & K Transportation, Inc. Employee Retirement and Savings Plan assets move in 2023? ▼
B & K Transportation, Inc. Employee Retirement and Savings Plan held essentially flat - down 0.4% during 2023, from $11M to $11M. Reported net income was -$44K.
How have B & K Transportation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), B & K Transportation, Inc.'s sponsor-wide assets declined 4.0%, from $11M to $11M.
Which 401(k) plans are similar in size to B & K Transportation, Inc. Employee Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pj United, Inc. 401(k) Plan in AL ($11M, 157 participants).
Which 401(k) plans cover a similar participant headcount to B & K Transportation, Inc. Employee Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391414417.

Read our methodology - how this data is sourced, computed, and verified.

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