How big is American Trucking Associations, Inc.'s plan?

American Trucking Associations, Inc.'s plan reported $12.6M in assets and 35 participants for 2024.

Original filing (PDF)20251014110355NAL0003737280001

American Trucking Associations, Inc.

Name: American Trucking Associations, Inc. — ATA Pension, Form 5500 (2024)
Creator: American Trucking Associations, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ATA Pension Plan

Defined-benefit pension plan · American Trucking Associations, Inc.'s ATA Pension Plan held $12.6M in plan assets for 35 participants in 2024, with CBIZ Retirement Plan Services as recordkeeper.

Signals · 1

22% employer stock

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

People on this filing

William Campbell FAIN signed American Trucking Associations, Inc.'s 2024 Form 5500 as plan administrator.

William Campbell FAIN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

American Trucking Associations, Inc.'s EIN is 53-0026970.

EIN 53-0026970

Plan number 001

Plan year 2024

ACK ID 20251014110355NAL0003737280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for American Trucking Associations, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

American Trucking Associations, Inc.'s plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN TRUCKING ASSOCIATIONS, INC..

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How this plan invests

This plan

266 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (3rd percentile).
Plan is frozen (1I) — no new benefit accrual.

Plan sponsor

Name

AMERICAN TRUCKING ASSOCIATIONS, INC.

EIN

all filings

Address

80 M STREET SE #800 · WASHINGTON, DC · 20003

Phone

(703) 838-1700

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

JM&M, P.A.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ RETIREMENT PLAN SERVICES	31-1582098	—	NONE	$31K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH	13-5674085	—	NONE	$37K	—

Investments

266 direct securities· $11.9M(95% of reported assets)

Other securities

$6.1M

10 holdings

Common Stocks

$2.4M

250 holdings

Common Collective Trusts

$2.2M

2 holdings

Bonds / Notes

$902K

1 holding

Mutual Funds

$422K

2 holdings

Cash / Money Market

$8K

1 holding

					% of plan
iShares Russell 1000 Growth	Common Collective Trusts	—	$592K	$1.9M	14.8%
PGIM Funds PGIM Total Return Bond	Other securities	—	$1.4M	$1.3M	10.0%
Guggenheim Funds Trust Guggenheim Total Return Bond	Other securities	—	$808K	$1.2M	9.6%
Blackstone Alternative Multi Strategy	Other securities	—	$1.3M	$1.2M	9.3%
Guggenheim Funds Trust Guggenheim Floating Rate Strategies	Bonds / Notes	—	$895K	$902K	7.2%
Truist Bank Truist Bank	Other securities	—	$643K	$643K	5.1%
Oakmark International Fund	Other securities	—	$473K	$517K	4.1%
GQG Partners GQG Partners Emerging Markets Equity Fund	Other securities	—	$245K	$492K	3.9%
Principal Funds Principal Diversified Real Estate	Other securities	—	$507K	$447K	3.6%
Lord Abbett Lord Abbett Short Duration Income	Mutual Funds	—	$951K	$398K	3.2%
iShares Russell 2000 Growth	Common Collective Trusts	—	$230K	$309K	2.5%
First Eagle Investment Manhagement First Eagle Overseas	Other securities	—	$468K	$300K	2.4%
Broadcom Ltd Common stock	Common Stocks	—	$14K	$64K	0.5%
Ameriprise Finl Inc Common stock	Common Stocks	—	$13K	$55K	0.4%
Microsoft Corp Common stock	Common Stocks	—	$27K	$45K	0.4%
Merck And Co Inc Common stock	Common Stocks	—	$33K	$38K	0.3%
PNC Fincl Services Group Common stock	Common Stocks	—	$26K	$35K	0.3%
Eli Lilly & Co Common stock	Common Stocks	—	$7K	$34K	0.3%
Abbvie Inc Common stock	Common Stocks	—	$21K	$29K	0.2%
Parker Hannifin Corp Common stock	Common Stocks	—	$8K	$28K	0.2%
Merrill Lynch Merrill Lynch BLF Money Fund	Other securities	—	$28K	$28K	0.2%
Williams Companies Del Common stock	Common Stocks	—	$18K	$27K	0.2%
Sap SE Common stock	Common Stocks	—	$17K	$26K	0.2%
Fidelity Natl Info Svcs Inc Common stock	Mutual Funds	—	$18K	$24K	0.2%
United Rentals Inc Common stock	Common Stocks	—	$11K	$24K	0.2%
Corpay Inc Common stock	Common Stocks	—	$20K	$24K	0.2%
Mondelez International Inc Common stock	Common Stocks	—	$24K	$23K	0.2%
Expedia Group Inc Common stock	Common Stocks	—	$13K	$22K	0.2%
Pepsico Inc Common stock	Common Stocks	—	$22K	$22K	0.2%
Johnson Controls Inter Common stock	Common Stocks	—	$19K	$21K	0.2%
Mcdonalds Corp Common stock	Common Stocks	—	$17K	$21K	0.2%
Nextera Energy Inc Common stock	Common Stocks	—	$17K	$20K	0.2%
Capital One Finl Common stock	Common Stocks	—	$9K	$20K	0.2%
NRG Energy Inc Common stock	Common Stocks	—	$8K	$20K	0.2%
Home Depot Inc Common stock	Common Stocks	—	$15K	$20K	0.2%
Marsh & Mclennan Cos Inc Common stock	Common Stocks	—	$12K	$20K	0.2%
Eaton Corp Plc Common stock	Common Stocks	—	$9K	$19K	0.2%
Safran SA Common stock	Common Stocks	—	$11K	$19K	0.2%
Uber Technologies Inc Common stock	Common Stocks	—	$10K	$18K	0.1%
Lennar Corp Common stock - Class A	Common Stocks	—	$9K	$18K	0.1%
Berry Global Group Inc Common Stock Common stock	Common Stocks	—	$13K	$18K	0.1%
Flex Ltd Common stock	Common Stocks	—	$5K	$18K	0.1%
Sony Corp Common stock	Common Stocks	—	$11K	$18K	0.1%
JPMorgan Chase & Co Common stock	Common Stocks	—	$14K	$17K	0.1%
Genl Dynamics Corp Common stock	Common Stocks	—	$6K	$17K	0.1%
Automatic Data Proc Common stock	Common Stocks	—	$12K	$17K	0.1%
Aercap Holdings Common stock	Common Stocks	—	$8K	$17K	0.1%
London Stk Exchange Grou Common stock	Common Stocks	—	$14K	$17K	0.1%
Atmos Energy Corp Com Common stock	Common Stocks	—	$13K	$17K	0.1%
Adobe Inc Common stock	Common Stocks	—	$16K	$17K	0.1%