401(k) · DOL Form 5500 · 2022

Wellesley Volkswagen, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
556
Participants Below avg headcount
68th
Percentile by assets National rank
$21,516
Avg per participant Low balance/head
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Official DOL plan name: Colonial Automotive Group 401(k) Plan · Sponsored by Wellesley Volkswagen, Inc. · Massachusetts · Retail Trade

$12M in assets, 556 participants

Wellesley Volkswagen, Inc.'s Colonial Automotive Group 401(k) Plan reported $12M in total assets and 556 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #7,524 in Retail Trade (9,519 peers)

Wellesley Volkswagen, Inc. multi-year trail

Wellesley Volkswagen, Inc.'s plans moved +34.8% in assets from 2022 to 2024; this filing shows Colonial Automotive Group 401(k) Plan at $12M / 556 participants.

#7,524
in Retail Trade (9,519 peers)
-6.8%
assets change YoY

The plan reported a net loss of $870K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Colonial Automotive Group 401(k) Plan's outsized position by total assets

Colonial Automotive Group 401(k) Plan vs every filed plan by assets

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

$11,962,967 Top 32% higher than 68% 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

Colonial Automotive Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colonial Automotive Group 401(k) Plan sits mid-pack in the medium band (556 participants).

Published 5500 schedule card

Filing strip 042462613 · Wellesley Volkswagen, Inc. PY 2022 · 401(k)

Colonial Automotive Group 401(k) Plan · $12M · 556 · 68th

  • NET $12M
  • NET 556
  • NET 68th
  • NET 401(k)
  • NET near Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan
  • NET ind #7524

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 Retail Trade retirement plans → · Plans in Massachusetts →

Colonial Automotive Group 401(k) Plan in the asset neighbourhood

Colonial Automotive Group 401(k) PlanColonial Automotive Group 40…$12MCaran Precision Eng. & Mfg. Corp. Retirement Savings PlanCaran Precision Eng. & Mfg. …$12MSouthern Orthodontic Partners 401(k) PlanSouthern Orthodontic Partner…$12MAmerican Quarter Horse Association 401(k) PlanAmerican Quarter Horse Assoc…$12MCommercial Holdings, LLC 401(k) PlanCommercial Holdings, LLC 401…$12M
End-of-year total assets ($M) among Colonial Automotive Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wellesley Volkswagen, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wellesley Volkswagen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 34.802194137959255% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12M $16.1M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 556 $12M
2023 1 571 $15M
2024 1 613 $16M

Wellesley Volkswagen, Inc. filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$870K
Employer EIN042462613
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Colonial Automotive Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Colonial Automotive Group 401(k) Plan, Total assets ($B): 0.011962967 · Participants: 556Colonial Automotive Group 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Colonial Automotive Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Colonial Automotive Group 401(k) Plan side-by-side with 3 peers →

Colonial Automotive Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan in CA ($12M); by covered participants it is The 401(k) Plan for Certain Hcsc Subsidiaries in PA (556 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (556 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 Colonial Automotive Group 401(k) Plan assets move in 2022? ▼
Colonial Automotive Group 401(k) Plan pulled back noticeably - down 6.8% during 2022, from $13M to $12M. Reported net income was -$870K.
How have Wellesley Volkswagen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellesley Volkswagen, Inc.'s sponsor-wide assets grew 34.8%, from $12M to $16M.
Which 401(k) plans are similar in size to Colonial Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan in CA ($12M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Colonial Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The 401(k) Plan for Certain Hcsc Subsidiaries in PA (556 participants, N/A 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 042462613.

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.