2023 Form 5500 filing — Rush Enterprises, Inc. Employee 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20251013111535NAL0001104753001) for Rush Enterprises, Inc. Employee 401(K) Plan, reported by Rush Enterprises, Inc. under EIN 74-2786267 and plan number 001. It reports 8,961 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$484.4MReported net assets$484,431,046
Participants9K8,961
Provider compensation$608.9K3 Schedule C row(s)$608,924
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20251013111535NAL0001104753001
- Plan sponsor
- Rush Enterprises, Inc.
- EIN
- 74-2786267
- Plan number
- 001
- Location
- New Braunfels, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$484.4M total assets
Net assets$484.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $484,431,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $484,431,046
- Employer contributions
- $12,994,282
- Participant contributions
- $44,925,751
- Total income / additions
- $131,370,102
- Benefits paid
- $43,914,470
- Administrative expenses
- $608,924
- Total expenses
- $44,584,297
- Net increase / (decrease)
- $86,785,805
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $473,380 | $0 |
| Captrust Financial Advisors | ADVISOR | $110,869 | not reported in the loaded dataset |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $24,675 | not reported in the loaded dataset |