Retirement plan

BIGBEAR TRUCKING CORPORATION RETIREMENT PLAN

Name: BIGBEAR TRUCKING CORPORATION - BIGBEAR TRUCKING CORPORATION RETIREMENT PLAN (2025) Form 5500
Creator: BIGBEAR TRUCKING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BIGBEAR TRUCKING CORPORATION RETIREMENT PLAN, BIGBEAR TRUCKING CORPORATION

BIGBEAR TRUCKING CORPORATIONEIN 81-3117882Plan #001PY 2025

16961 GALE AVE. - CITY OF INDUSTRY, CA 91745323-333-5501

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$770K

+49.2% from 2024

Total participants

+16.7% from 2024

Average account balance

$109,950

+49.2% from 2024

Annual return

16.53%

-6.27 pp from 2024

Benchmarks

See 3,066 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort3,066 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$770K

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

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.

53.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$168K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+16.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16

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

0 years with F_SCH_H allocation on file

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

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$114

$9 / participant

Other / not subdivided$114100.0%

% of EOY assets

0.015%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$109,950

$106,588+3.2%

$94,215+16.7%

$155,188-29.2%

Participation rate

46.2%

74.3%-28.1pp

70.0%-23.8pp

80.8%-34.6pp

Annual return

16.53%

29.39%-12.9pp

28.22%-11.7pp

148.84%-132.3pp

Employer contribution / active EE

$1,130

$3,080-63.3%

$2,675-57.8%

$4,248-73.4%

Participant deferral / active EE

$11,820

$4,802+146.1%

$4,276+176.4%

$6,531+81.0%

Admin fee / account holder

$16

$12,281-99.9%

$10,216-99.8%

$14,480-99.9%

BIGBEAR TRUCKING CORPORATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BIGBEAR TRUCKING CORPORATION RETIREMENT PLAN

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