401(k) · DOL Form 5500 · 2022
Apple Valley Ford, Inc. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 478
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $45,573
- Avg per participant Low balance/head
Official DOL plan name: Apple Valley Ford Retirement Savings Plan · Sponsored by Apple Valley Ford, Inc. · Minnesota · Retail Trade
$22M in assets, 478 participants
Apple Valley Ford, Inc.'s Apple Valley Ford Retirement Savings Plan reported $22M in total assets and 478 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #8,316 in Retail Trade (9,519 peers)
Coverage in Minnesota
Apple Valley Ford Retirement Savings Plan covers 478 participants in Minnesota, about 42% of the average Minnesota filer (state average ~1,126 per filing). Assets: $22M.
- #8,316
- in Retail Trade (9,519 peers)
- -16.0%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Apple Valley Ford Retirement Savings Plan's outsized position by total assets
Apple Valley Ford Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,784,040 Top 21% higher than 79% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Apple Valley Ford Retirement Savings 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. Apple Valley Ford Retirement Savings Plan sits mid-pack in the medium band (478 participants).
EBSA filing schedule strip
Filing strip 411717918 · Apple Valley Ford, Inc. PY 2022 · 401(k)
Apple Valley Ford Retirement Savings Plan · $22M · 478 · 79th
- RANK $22M
- PHOTO 478
- IND 79th
- EOY 401(k)
- 5500 near The Detroit Lions 401(k) Plan
- ASSETS ind #8316
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 Minnesota →
Apple Valley Ford Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$4M |
| Employer EIN | 411717918 |
| Plan Effective Date | 2001-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apple Valley Ford, Inc.)
Sponsor-wide plan assets over time
All Apple Valley Ford, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 55.75393728619669% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 478 | $22M |
| 2023 | 1 | 504 | $28M |
| 2024 | 1 | 534 | $34M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Apple Valley Ford Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is The Detroit Lions 401(k) Plan in MI ($22M); by covered participants it is Edco Health Information Solutions 401(k) Retirement Plan in MO (478 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- The Detroit Lions 401(k) Plan (MI) $22M · 155
- Roland Berger LP 401(k) Savings Plan (MI) $22M · 175
- New Dream Network, LLC (CA) $22M · 176
- Cromwell Architects Engineers, Inc. 401(k) Profit Sharing Plan (AR) $22M · 115
Similar participant headcount
Nearest other-state filings by covered participants (478 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.