401(k) · DOL Form 5500 · 2022

Cu Dealer Direct LLC 401(k) Plan

Data updated 2026-08-25

$729K
Total assets Small plan by assets
10
Participants Small participant base
22nd
Percentile by assets National rank
$72,850
Avg per participant Below avg balance/head
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Official DOL plan name: Cu Dealer Direct 401(k) Plan · Sponsored by Cu Dealer Direct LLC · Washington · Finance & Insurance

$729K in assets, 10 participants

Cu Dealer Direct LLC's Cu Dealer Direct 401(k) Plan reported $729K in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,309 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Cu Dealer Direct 401(k) Plan holds $729K for 10 participants - about $72,850 per participant, among the smaller plans by assets on file.

#1,309
in Finance & Insurance (9,261 peers)
-7.5%
assets change YoY

The plan reported a net loss of $59K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cu Dealer Direct 401(k) Plan among the smaller filed plans by assets

Cu Dealer Direct 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$728,504 22nd percentile higher than 22% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Cu Dealer Direct 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cu Dealer Direct 401(k) Plan is a micro filing (10 participants), the leftmost band.

Published 5500 schedule card

Filing strip 912092838 · Cu Dealer Direct LLC PY 2022 · 401(k)

Cu Dealer Direct 401(k) Plan · $729K · 10 · 22nd

  • 5500 $729K
  • ASSETS 10
  • PCT 22nd
  • EIN 401(k)
  • RANK near Phf Holdings, Inc. 401(k) Plan
  • PHOTO ind #1309

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Washington →

Cu Dealer Direct 401(k) Plan in the asset neighbourhood

Cu Dealer Direct 401(k) Plan$729KPhf Holdings, Inc. 401(k) PlanPhf Holdings, Inc. 401(k) Pl…$729KPaschal Ventures, Inc. 401(k) Profit Sharing PlanPaschal Ventures, Inc. 401(k…$729KToma & Associates, Inc. Retirement PlanToma & Associates, Inc. Reti…$729KCadeco Industries Inc. 401(k) PlanCadeco Industries Inc. 401(k…$729K
End-of-year total assets ($M) among Cu Dealer Direct 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$788K
Net Assets (End of Year)$729K
Net Income-$59K
Employer EIN912092838
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cu Dealer Direct LLC)

Sponsor-wide plan assets over time

All Cu Dealer Direct LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M 202220232024 $0.73M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 10 $729K
2023 1 11 $903K
2024 1 N/A N/A

Nearby 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cu Dealer Direct 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Cu Dealer Direct 401(k) Plan, Total assets ($B): 0.000728504 · Participants: 10Cu Dealer Direct 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Cu Dealer Direct 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Cu Dealer Direct 401(k) Plan side-by-side with 3 peers →

Cu Dealer Direct 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Phf Holdings, Inc. 401(k) Plan in NC ($729K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($729K here).

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cu Dealer Direct 401(k) Plan assets move in 2022? ▼
Cu Dealer Direct 401(k) Plan pulled back noticeably - down 7.5% during 2022, from $788K to $729K. Reported net income was -$59K.
Where does Cu Dealer Direct 401(k) Plan rank by assets among Form 5500 filers? ▼
Cu Dealer Direct 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Cu Dealer Direct 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phf Holdings, Inc. 401(k) Plan in NC ($729K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Cu Dealer Direct 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 912092838.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.