401(k) · DOL Form 5500 · 2022

Lockhart Automotive Group, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
156
Participants Small participant base
50th
Percentile by assets National rank
$31,657
Avg per participant Low balance/head
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Official DOL plan name: Lockhart Automotive Group 401(k) Profit Sharing Plan · Sponsored by Lockhart Automotive Group, Inc. · Indiana · Retail Trade

$5M in assets, 156 participants

Lockhart Automotive Group, Inc.'s Lockhart Automotive Group 401(k) Profit Sharing Plan reported $5M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,702 in Retail Trade (9,519 peers)

Coverage in Indiana

Lockhart Automotive Group 401(k) Profit Sharing Plan covers 156 participants in Indiana, about 29% of the average Indiana filer (state average ~541 per filing). Assets: $5M.

#5,702
in Retail Trade (9,519 peers)
-10.9%
assets change YoY

The plan reported a net loss of $605K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lockhart Automotive Group 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Lockhart Automotive Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,938,552 Top 50% higher than 50% 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

Lockhart Automotive Group 401(k) Profit Sharing 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. Lockhart Automotive Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (156 participants).

EBSA filing schedule strip

Filing strip 351284797 · Lockhart Automotive Group, Inc. PY 2022 · 401(k)

Lockhart Automotive Group 401(k) Profit Sharing Plan · $5M · 156 · 50th

  • RANK $5M
  • RANK 156
  • RANK 50th
  • RANK 401(k)
  • RANK near Richard Avelar & Associates Reconstruction Services 401(k) Profit Sharing Plan
  • RANK ind #5702

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 Indiana →

Lockhart Automotive Group 401(k) Profit Sharing Plan in the asset neighbourhood

Lockhart Automotive Group 401(k) Profit Sharing PlanLockhart Automotive Group 40…$5MRichard Avelar & Associates Reconstruction Services 401(k) Profit Sharing PlanRichard Avelar & Associates …$5MQuality Plus Services, Inc. 401(k) PlanQuality Plus Services, Inc. …$5MRoosevelt Hotel 401(k) Plan$5MNeurelis 401(k) Plan$5M
End-of-year total assets ($M) among Lockhart Automotive Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$605K
Employer EIN351284797
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lockhart Automotive Group, Inc.)

Sponsor-wide plan assets over time

All Lockhart Automotive Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 34.8737038710942% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.94M $6.66M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 156 $5M
2023 1 138 $6M
2024 1 155 $7M

Nearby 401(k) Plans in Indiana

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

Lockhart Automotive Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Lockhart Automotive Group 401(k) Profit Sharing Plan, Total assets ($B): 0.004938552 · Participants: 156Lockhart Automotive Group 401(k) Profit Sharing PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Lockhart Automotive Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Lockhart Automotive Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Richard Avelar & Associates Reconstruction Services 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Lockhart Automotive Group 401(k) Profit Sharing Plan assets move in 2022? ▼
Lockhart Automotive Group 401(k) Profit Sharing Plan pulled back noticeably - down 10.9% during 2022, from $6M to $5M. Reported net income was -$605K.
How have Lockhart Automotive Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lockhart Automotive Group, Inc.'s sponsor-wide assets grew 34.9%, from $5M to $7M.
Which 401(k) plans are similar in size to Lockhart Automotive Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Richard Avelar & Associates Reconstruction Services 401(k) Profit Sharing Plan in CA ($5M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Lockhart Automotive Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants, $90K 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 351284797.

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.