Rush Enterprises, Inc. Employee 401(K) Plan — Form 5500 plan (Rush Enterprises, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rush Enterprises, Inc. Employee 401(K) Plan is a benefit plan reported by Rush Enterprises, Inc. under EIN 74-2786267 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,961 participants and $484,431,046 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rush Enterprises, Inc.
EIN
74-2786267
Plan number
001
Plan type
2
Location
New Braunfels, TX
Latest filing year
2023
Participants
8,961
End-of-year plan assets
$484,431,046

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,961H, C20251013111535NAL0001104753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$484,431,046
Total liabilities (EOY)
$0
Net assets (EOY)
$484,431,046
Net assets (BOY)
$397,645,241

Income & contributions

Employer contributions
$12,994,282
Participant contributions
$44,925,751
Total contributions
$61,766,827
Total income / additions
$131,370,102

Expenses & distributions

Benefits paid
$43,914,470
Administrative expenses
$608,924
Total expenses
$44,584,297
Net increase / (decrease)
$86,785,805

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$473,380$02023
Captrust Financial AdvisorsADVISOR$110,869not reported in the loaded dataset2023
Forvis Mazars, LlpACCOUNTANT/AUDITOR$24,675not reported in the loaded dataset2023

Related Form 5500 pages