My Plan Facts

Employers › District of Columbia

Employer · plans filed under one EIN

American Trucking Associations, Inc.

Washington, DC · Other services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$49.1Mnet assets across plans
385participant records184 active
$909Kemployer contributions, latest plan years$4,942 per active record
$105KSchedule C compensation to organisations$272.69 per participant record

American Trucking Associations, Inc., based in Washington, District of Columbia, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 385 participant records and $49.1M in net assets.

The largest is Ata 401(k) Retirement Savings Plan, a 401(k) plan with 225 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $909K and participant contributions $1.6M in the latest plan years; benefits paid were $5.0M. Schedule C compensation reported to service provider organisations totalled $105K.

Combined net assets moved from $26.7M in 2009 to $49.1M in 2024 (up 83%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Ata 401(k) Retirement Savings Plan401(k) plan2024225$36.5M$162,254$3,009$74K
Ata Pension Plancash balance pension plan2024160$12.6M$78,447$13,171$31K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $26.7M2010: $28.1M2011: $27.3M2012: $30.4M2013: $36.2M2014: $37.0M2015: $36.3M2016: $37.8M2017: $41.5M2018: $38.4M2019: $43.1M2020: $48.7M2021: $54.0M2022: $42.8M2023: $46.7M2024: $49.1M$26.7M$54.0M$49.1M20092012201620202024
Combined net assets
2009: 6562010: 6112011: 6002012: 5992013: 6032014: 5112015: 4862016: 4722017: 4682018: 4542019: 4322020: 4282021: 4122022: 3982023: 3952024: 38565638520092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242385$49.1M$909K$1.6M
20232395$46.7M$928K$1.6M
20222398$42.8M$871K$1.6M
20212412$54.0M$845K$1.5M
20202428$48.7M$1.2M$1.5M
20192432$43.1M$1.6M$1.4M
20182454$38.4M$1.2M$1.5M
20172468$41.5M$1.4M$1.4M
20162472$37.8M$1.5M$1.5M
20152486$36.3M$1.7M$1.4M
20142511$37.0M$2.0M$1.2M
20132603$36.2M$1.5M$1.2M
20122599$30.4M$978K$975K
20112600$27.3M$1.2M$932K
20102611$28.1M$125K$1.0M
20092656$26.7M$752K$1.2M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator; Participant loan processing1$54,250
CBIZ Retirement Plan ServicesActuarial; Consulting (pension)1$30,734
Merrill Lynch Pierce Fenner & SmithInvestment advisory (plan)1$20,000

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$54K
CBIZ Retirement Plan Services$31K
Merrill Lynch Pierce Fenner & Smith$20K

Questions and answers

How many retirement plans does American Trucking Associations, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Ata 401(k) Retirement Savings Plan and Ata Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does American Trucking Associations, Inc. contribute to its plans?

$909,272 in employer contributions across these plans in their latest plan years, about $4,942 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Principal Life Insurance Company, CBIZ Retirement Plan Services and Merrill Lynch Pierce Fenner & Smith. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.