Retirement plan

ANNETT HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Name: ANNETT HOLDINGS, INC. - ANNETT HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST (2023) Form 5500
Creator: ANNETT HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANNETT HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST, ANNETT HOLDINGS, INC.

ANNETT HOLDINGS, INC.EIN 42-1292482Plan #002PY 2023

6115 SW LELAND AVE. - DES MOINES, IA 50321515-287-6380LinkedIn11-50 employeestransportation/trucking/railroad

Other plans on this EIN

1 filing

#001Retirement-$81.8M assets

Prospect flagsWind-down / frozen

Top hat statement on fileNQDC

Filed March 6, 2026

Plan administrator

Plan administrator name— Sign in and upgrade to view

6115 SW Leland Ave.

Des Moines, IA 50321

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Plans declared (1)

TMC Transportation, Inc. 2026 Incentive Plan2 emp

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Total assets (EOY)

$400.4M

-24.1% from 2016

Total participants

4,290

-12.9% from 2016

Average account balance

$93,404

-13.0% from 2016

Annual return

15.51%

+30.63 pp from 2016

Benchmarks

See 268 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants1,000-4,999

Cohort268 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$418.55M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$90K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

4,641

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15.70M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.53%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2A2I2P2Q3H3I

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$2K

$1 / participant

Trustee / custodial$2K100.0%

% of EOY assets

0.001%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MCGOWEN, HURST, CLARK & SMITH, P.C.
Auditor EIN: 421104473
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$93,404

$70,115+33.2%

$70,589+32.3%

$80,187+16.5%

Participation rate

99.9%

71.7%+28.2pp

68.4%+31.5pp

72.9%+26.9pp

Annual return

15.51%

134.51%-119.0pp

32.80%-17.3pp

40.40%-24.9pp

Employer contribution / active EE

$3,021-100.0%

$2,977-100.0%

$2,980-100.0%

Participant deferral / active EE

$4,495-100.0%

$4,569-100.0%

$5,016-100.0%

Admin fee / account holder

$112-99.5%

$6,430-100.0%

$145-99.6%

ANNETT HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANNETT HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion