Department of Labor filing

SUTTON TRANSPORT, INC.

SUTTON TRANSPORT, INC. 401(K) PLAN · For the plan year ended Sep 30, 2024

Public filing 2023 · received Jul 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

30filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$693

Reported employer contributions per active participant.

Higher than about 34% of comparable plans

#People in the filing

713

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$134 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 21% of comparable plans

↗Investment performance

Not available

Plan assets changed 57.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202330out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions34th percentileTypical peer $910 · based on 140 comparable plans

Lower reported administrative expense21st percentileTypical peer $90 · based on 140 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2024, SUTTON TRANSPORT, INC. reported $494,257 in employer contributions across the plan and 713 active participants. That works out to $693 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy87%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 244.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 30.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context30/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $494,257
Participant contributions: $1,751,242
Other contributions: $189,951
Employer share of reported contributions: 22.0%
Beginning assets: $5,638,700
Ending assets: $8,872,624
Ending net assets: $8,866,633
Ending liabilities: $5,991
Total income: $4,094,076
Total expenses: $855,126
Administrative expenses: $106,244
Participant loans: $206,576

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

-$480

2023

$693

Plan-paid administrative expenses per participant

2022

$103

2023

$134

Active participants

2022

698

2023

713

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2023	$693	713	8.9M	20250715155431NAL0001756083001
2022	-$480	698	5.6M	20240708135030NAL0014163793001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 391513756-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1994
Industry: Transportation and warehousing
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
ALLIANCEBERNSTEIN L.P.	2022	Not reported	unknown
ALLIANZ GLOBAL INVESTORS DISTRIBUTO	2022	Not reported	unknown
AMERICAN CENTURY INVESTMENT SERVICE	2022	Not reported	unknown
AMERICAN FUNDS DISTRIBUTORS, INC.	2022	Not reported	unknown
BAIRD	2022	Not reported	unknown
FIDELITY DISTRIBUTORS CORP.	2022	Not reported	unknown
FRANKLIN TEMPLETON DISTRIBUTORS, I	2022	Not reported	unknown
HARBOR FUNDS DISTRIBUTORS, INC.	2022	Not reported	unknown
J.P. MORGAN INVESTMENT MANAGEMENT	2022	Not reported	unknown
LEGG MASON INVESTOR SERVICES, LLC	2022	Not reported	unknown
METROPOLITAN LIFE	2022	Not reported	unknown
MFS FUND DISTRIBUTORS, INC.	2022	Not reported	unknown
TRANSAMERICA CAPITAL, INC.	2022	Not reported	unknown
VANGUARD	2022	Not reported	unknown

Current plan terms

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Filing ACK_ID20250715155431NAL0001756083001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗