Plan Ledger DOL Form 5500 · updated monthly

Rush Enterprises, Inc.401(k)

RUSH ENTERPRISES, INC. EMPLOYEE 401(K) PLAN · NEW BRAUNFELS, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Rush Enterprises, Inc. reported $775,663 in plan administrative expenses for 2024: 0.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,877 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.150%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 190th-largest of 5,688 plans among Texas employers on file, and the 73rd of 2,677 in transportation & warehousing. In 2024, employees put in $3.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$548,276,749
Participants with balances8,508
Active participants7,268
Employer contributions$13,643,689
Employee contributions$46,892,658
Employer contribution per active participant$1,877
Average account balance$64,442
Benefits paid to participants$64,057,655
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$548.3M · 8,508 accts · $13.6M emplr
2023$484.4M · 8,760 accts · $13.0M emplr
2022$397.6M · 8,439 accts · $12.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$556,850
Investment management$170,063
Audit (IQPA)$26,250
Total administrative$775,663
The Rush Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$1,877
Median for plans this size$4,294
2024$1,877 per active participant
2023$1,708 per active participant
2022$1,686 per active participant

Rush Enterprises, Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$556,850
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$170,063
FORVIS, LLP · Accounting / audit$26,250
CAPFINANCIAL PARTNERS · Investment advisory (plan)$22,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$775,663 · 0.15%
2023$608,924 · 0.14%
2022$625,896 · 0.15%
Similar plansTransportation & Warehousing · Texas
Plains All American Gp LLC TX$625.2M · 0.05%
Targa Resources LLC TX$612.6M · 0.04%
Nustar Services Company LLC TX$328.6M · 0.07%
Loomis Armored US, LLC TX$258.4M · 0.18%
Uber Freight US LLC TX$212.5M · 0.06%
Bristow Group Inc. TX$189.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742786267 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.