My Plan Facts

Employers › California

Employer · plans filed under one EIN

Ritchie Trucking Service Holdings, Inc.

Fresno, CA · Transportation and warehousing

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.

−$12.2Mnet assets across plans
267participant records158 active
$899Kemployer contributions, latest plan years$5,692 per active record
$24KSchedule C compensation to organisations$89.06 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Ritchie Trucking Service Holdings, Inc.'s employer identification number (Fresno, California). Their latest filings total 267 participant records and −$12.2M in net assets.

The largest is Ritchie Trucking Service Holdings, Inc. 401 (K) Plan, a 401(k) plan with 167 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 $899K and participant contributions $223K in the latest plan years; benefits paid were $574K. Schedule C compensation reported to service provider organisations totalled $24K.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Ritchie Trucking Service Holdings, Inc. 401 (K) Plan401(k) plan2024167$2.5M$15,250$0$24K
The People Business Employee Stock Ownership Planemployee stock ownership plan2024100−$14.8M—$11,529$0
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

2021: $3.1M2022: −$12.3M2023: $2.6M2024: −$12.2M$3.1M−$12.2M202120222024
Combined net assets
2021: 2482022: 3042023: 1982024: 267248304267202120222024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242267−$12.2M$899K$223K
20231198$2.6M$3,000$229K
20222304−$12.3M$906K$238K
20212248$3.1M$0$229K

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
Roush Investments, LLCInvestment advisory (participants); Investment advisory (plan)1$14,916
ProaccountInvestment advisory (participants)1$4,609
Pentegra Services Inc.Plan Administrator; Recordkeeping and information management; Consulting (general)1$2,659
Iron FiduciaryInvestment advisory (participants)1$1,330
Nationwide Life Insurance CompanyInvestment advisory (participants)1$266

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

Roush Investments, LLC$15K
Proaccount$4,609
Pentegra Services Inc.$2,659
Iron Fiduciary$1,330
Nationwide Life Insurance Company$266

Questions and answers

How many retirement plans does Ritchie Trucking Service Holdings, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Ritchie Trucking Service Holdings, Inc. 401 (K) Plan and The People Business Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Ritchie Trucking Service Holdings, Inc. contribute to its plans?

$899,257 in employer contributions across these plans in their latest plan years, about $5,692 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 Roush Investments, LLC, Proaccount, Pentegra Services Inc. and Iron Fiduciary and others. 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.