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Original filing (PDF)20250708151822NAL0011526178001
OLD DOMINION FREIGHT LINE, INC.
Form 5500
FILING_RECEIVED
OLD DOMINION 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
24% employer stockNo recordkeeper disclosed
Active participants
22,714
Accounts w/ balance
25,019
Plan assets (EOY)
$2.4B
Net assets (EOY)
$2.4B
How this plan invests
This plan
4 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 24% of plan in employer / sponsor stock.
- 13 bps in Schedule C fees — 163% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLD DOMINION FREIGHT LINE, INC..
Plan sponsor
Name
OLD DOMINION FREIGHT LINE, INC.
EIN
56-0751714
Address
500 OLD DOMINION WAY · THOMASVILLE, NC · 273608683
Phone
(336) 889-5000
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2O · ESOP (non-leveraged)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $2.1M | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $987K | — |
| STIFEL, NICOLAUS & COMPANY, INCORPO | 43-0538770 | — | NONE | $29K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
Investments
20 direct securities · 4 pooled funds· $2.3B(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.6B
20 holdings
Common Collective Trust
$444.9M
2 holdings
Pooled Separate Account
$248.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Old Dominion Freight Line, Inc. Common Stock | — | — | — | $547.2M | 22.8% | |
| VANGUARD INSTITUTIONAL 500 INDEX TR OLD DOMINION CUSTOM VANGUARD · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $262.5M | 11.0% | |
| VANGUARD TOTAL INTL STOCK INDEX TRU OLD DOMINION CUSTOM VANGUARD · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $182.4M | 7.6% | |
| METWEST CORE PLUS BOND (IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 826 | Pooled Separate Account | — | — | $157.4M | 6.6% | |
| Empower E I Fixed Account - Series Class V, contract value | — | — | — | $132.2M | 5.5% | |
| Vanguard Mid-Cap Index Fund Institutional Plus Shares | — | — | — | $113.1M | 4.7% | |
| JP Morgan Smart Retirement 2035 Fund R5 | — | — | — | $93.4M | 3.9% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $91.3M | 3.8% | |
| Participant Loans *** 5.25% - 11.5%, maturing through December 2034 | — | — | — | $91.0M | 3.8% | |
| JP Morgan Smart Retirement 2030 Fund R5 | — | — | — | $76.6M | 3.2% | |
| JP Morgan Smart Retirement 2040 Fund R5 | — | — | — | $72.7M | 3.0% | |
| JP Morgan Smart Retirement 2045 Fund R5 | — | — | — | $71.3M | 3.0% | |
| JP Morgan Smart Retirement 2050 Fund R5 | — | — | — | $68.9M | 2.9% | |
| JP Morgan Smart Retirement 2055 Fund R5 | — | — | — | $66.4M | 2.8% | |
| JP Morgan US Large Cap Core Plus Fund - Select | — | — | — | $58.7M | 2.5% | |
| JP Morgan Smart Retirement 2025 Fund R5 | — | — | — | $48.8M | 2.0% | |
| American Washington Mutual Fund - R6 | — | — | — | $41.3M | 1.7% | |
| JP Morgan Smart Retirement 2060 Fund R5 | — | — | — | $32.7M | 1.4% | |
| Capital Group EuroPacific Growth SA | — | — | — | $31.5M | 1.3% | |
| Russell US Small Cap Equity - Select | — | — | — | $26.9M | 1.1% | |
| JP Morgan Smart Retirement Income Fund R5 | — | — | — | $22.9M | 1.0% | |
| Schwab Self-directed brokerage accounts | — | — | — | $14.7M | 0.6% | |
| Vanguard Small Cap Index Fund Institutional | — | — | — | $12.8M | 0.5% | |
| JP Morgan Smart Retirement 2065 Fund R5 | — | — | — | $10.8M | 0.5% |