Profit Sharing · DOL Form 5500 · 2022
Auto Investment, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $20M
- Total assets
- 362
- Participants
- 78th
- Percentile by assets
- $56,346
- Avg per participant
Official DOL plan name: Auto Investment, Inc. 401(k) Plan · Sponsored by Auto Investment, Inc. · Alabama · Retail Trade
$20M in assets, 362 participants
Auto Investment, Inc.'s Auto Investment, Inc. 401(k) Plan reported $20M in total assets and 362 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- 78th percentile by assets (of 139,126 plans)
- #8,251 in Retail Trade (9,519 peers)
Where Auto Investment, Inc. 401(k) Plan sits by assets
Auto Investment, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 362 participants (~$56,346/participant), down 6.7% in 2022.
- $20M
- total plan assets (2022 EOY)
- 362
- covered participants
- 78th
- percentile by assets (of 139,126 plans)
- $56,346
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Auto Investment, Inc. 401(k) Plan vs the 2022 asset distribution
By assets, Auto Investment, Inc. 401(k) Plan outranks 78% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$1M |
| Employer EIN | 133446196 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Auto Investment, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 362 | $20M |
| 2023 | 1 | 392 | $24M |
| 2024 | 1 | 401 | $27M |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Auto Investment, Inc. 401(k) Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
- The Health Care Authority for Baptist Health Matching Dollar Plan $38M · 2,454
- Pathology Associates, P.C. Profit Sharing Plan and Trust $27M · 41
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $22M · 14
- Aerie Aerospace 401(k) Profit Sharing Plan $16M · 246
- Indian Springs School Retirement Plan $14M · 106
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Auto Investment, Inc. 401(k) Plan by total assets, not by location.
- Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust (NJ) $20M · 23
- The Conference Board, Inc. (U.S. Staff Members) Supplemental Retirement Plan (NY) $20M · 223
- Lowell Anesthesiology Service, Inc. Profit Sharing Plan (MA) $20M · 29
- Presbyterian Senior Living Defined Contribution Retirement Plan (PA) $20M · 1,419
Frequently Asked Questions
How did Auto Investment, Inc. 401(k) Plan assets move in 2022? ▼
How have Auto Investment, Inc. plan assets changed over time? ▼
Where does Auto Investment, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Auto Investment, Inc. 401(k) Plan? ▼
Next read for Auto Investment, Inc. 401(k) Plan
Scale reading
Ways to act on Auto Investment, Inc. 401(k) Plan's numbers.
- By total assets, Auto Investment, Inc. 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Alabama. Compare plans
- Auto Investment, Inc.'s sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Retail Trade plans