Averitt Express 401(k) plan

Averitt Express, Inc., Cookeville, TN. EIN 62-0755421. Annual reports 2009–2024.

Averitt Express, Inc. has one active retirement plan on file, the Averitt Express, Inc. Profit Sharing and 401(k) Plan, with 13,016 participants and $775 million in assets in 2024. Principal has been its recordkeeper since 2020. No traditional pension plan appears in Averitt Express's filings since 2009.

Active plans: 1
Participants: 13,016
Plan assets: $775 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Transportation and warehousing

The plan

Averitt Express, Inc. Profit Sharing and 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 62-0755421
Participants (2024): 13,016
Net assets (2024): $775 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2009–2019)
Plan administrator: Averitt Express, Inc.
1415 Neal ST., Po Box 3166
Cookeville, TN 38520
(931) 525-5323As filed for 2024
In effect since: July 1, 1993

Earlier plan names: Averitt Express 401K & Profit Sharing Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	13,016	$775 million	Principal
2023	12,629	$693 million	Principal
2022	12,397	$602 million	Principal
2021	10,406	$658 million	Principal
2020	9,177	$570 million	Principal
2019	10,063	$487 million	Wells Fargo
2018	9,977	$386 million	Wells Fargo
2017	9,255	$393 million	Wells Fargo
2016	9,168	$330 million	Wells Fargo
2015	9,196	$297 million	Wells Fargo
2014	8,715	$292 million	Wells Fargo
2013	8,021	$270 million	Wells Fargo
2012	7,604	$217 million	Wells Fargo
2011	7,648	$191 million	Wells Fargo
2010	7,383	$192 million	Wells Fargo
2009	7,648	$173 million	Wells Fargo

If you had money in one of these plans

Call Principal (principal.com), which runs the Averitt Express, Inc. Profit Sharing and 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((931) 525-5323). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Averitt Express, Inc. Profit Sharing and 401(k) Plan

If you had money in one of these plans

What these numbers are

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