401(k) · DOL Form 5500 · 2022
Bill Alexander Ford Lincoln Mercury, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $36,268
- Avg per participant Low balance/head
Official DOL plan name: Bill Alexander Automotive Group 401(k) Profit Sharing Plan · Sponsored by Bill Alexander Ford Lincoln Mercury, Inc. · Arizona · Retail Trade
$5M in assets, 150 participants
Bill Alexander Ford Lincoln Mercury, Inc.'s Bill Alexander Automotive Group 401(k) Profit Sharing Plan reported $5M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #5,901 in Retail Trade (9,519 peers)
Coverage in Arizona
Bill Alexander Automotive Group 401(k) Profit Sharing Plan covers 150 participants in Arizona, about 27% of the average Arizona filer (state average ~564 per filing). Assets: $5M.
- #5,901
- in Retail Trade (9,519 peers)
- -13.8%
- assets change YoY
The plan reported a net loss of $872K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bill Alexander Automotive Group 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Bill Alexander Automotive Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,440,157 Top 48% higher than 52% 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
Bill Alexander 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. Bill Alexander Automotive Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (150 participants).
Plan-year Form 5500 strip
Filing strip 860393506 · Bill Alexander Ford Lincoln Mercury, Inc. PY 2022 · 401(k)
Bill Alexander Automotive Group 401(k) Profit Sharing Plan · $5M · 150 · 52nd
- PHOTO $5M
- IND 150
- EOY 52nd
- 5500 401(k)
- ASSETS near Bearcat Investments 401(k) Plan
- PCT ind #5901
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 Arizona →
Bill Alexander Automotive Group 401(k) Profit Sharing Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$872K |
| Employer EIN | 860393506 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bill Alexander Ford Lincoln Mercury, Inc.)
Sponsor-wide plan assets over time
All Bill Alexander Ford Lincoln Mercury, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 27.881309307801228% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $5M |
| 2023 | 1 | 151 | $7M |
| 2024 | 1 | 164 | $7M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Bill Alexander Automotive Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Bearcat Investments 401(k) Plan in OH ($5M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- American Office 401(k) Retirement Savings Plan (MD) 150 · 0 off
- H5 401(k) Plan (WA) 150 · 0 off
- Nova Mud Inc. 401(k) Profit Sharing Plan (NM) 150 · 0 off
- Po1k Retirement Plan (CA) 150 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.