Profit Sharing · DOL Form 5500 · 2022

Auto Investment, Inc. Profit Sharing Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
362
Participants Below avg headcount
78th
Percentile by assets National rank
$56,346
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,251
in Retail Trade (9,519 peers)
-6.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Auto Investment, Inc. 401(k) Plan vs every filed plan by assets

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

$20,397,344 Top 22% higher than 78% 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

Auto Investment, Inc. 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. Auto Investment, Inc. 401(k) Plan sits mid-pack in the medium band (362 participants).

DOL schedule card

Filing strip 133446196 · Auto Investment, Inc. PY 2022 · Profit Sharing

Auto Investment, Inc. 401(k) Plan · $20M · 362 · 78th

  • BOY $20M
  • BOY 362
  • BOY 78th
  • BOY Profit Sharing
  • BOY near Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust
  • BOY ind #8251

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 Alabama →

Auto Investment, Inc. 401(k) Plan in the asset neighbourhood

Lowell Anesthesiology Service, Inc. Profit Sharing PlanLowell Anesthesiology Servic…$20MLombardi & Lombardi, P.a. Profit Sharing Plan & TrustLombardi & Lombardi, P.a. Pr…$20MAuto Investment, Inc. 401(k) PlanAuto Investment, Inc. 401(k)…$20MThe Conference Board, Inc. (U.S. Staff Members) Supplemental Retirement PlanThe Conference Board, Inc. (…$20MPresbyterian Senior Living Defined Contribution Retirement PlanPresbyterian Senior Living D…$20M
End-of-year total assets ($M) among Auto Investment, Inc. 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$20M
Net Income-$1M
Employer EIN133446196
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Auto Investment, Inc.)

Sponsor-wide plan assets over time

All Auto Investment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 33.89780061560956% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.4M $27.3M ▲ +33.9%
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 Scatter plot of 6 data points. -10000100020003000 10203040 Total assets ($M) Participants Auto Investment, Inc. 401(k) Plan, Total assets ($M): 20.397344 · Participants: 362Auto Investment, Inc. 401(k) PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 37.57775 · Participants: 2454The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 27.274054 · Participants: 41Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 21.937645 · Participants: 14Radiology Associates of Dothan, P.a. Profit Sharing PlanAerie Aerospace 401(k) Profit Sharing Plan, Total assets ($M): 16.433569 · Participants: 246Aerie Aerospace 401(k) Profit Sharing PlanIndian Springs School Retirement Plan, Total assets ($M): 14.002751 · Participants: 106Indian Springs School Retirement Plan
Auto Investment, Inc. 401(k) Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Auto Investment, Inc. 401(k) Plan side-by-side with 3 peers →

Auto Investment, Inc. 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust in NJ ($20M); by covered participants it is Sky Ranches, Inc. 403(b)(7) Plan in TX (362 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (362 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 Auto Investment, Inc. 401(k) Plan assets move in 2022? ▼
Auto Investment, Inc. 401(k) Plan pulled back noticeably - down 6.7% during 2022, from $22M to $20M. Reported net income was -$1M.
How have Auto Investment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Auto Investment, Inc.'s sponsor-wide assets grew 33.9%, from $20M to $27M.
Where does Auto Investment, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Auto Investment, Inc. 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Auto Investment, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust in NJ ($20M, 23 participants).
Which Profit Sharing plans cover a similar participant headcount to Auto Investment, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sky Ranches, Inc. 403(b)(7) Plan in TX (362 participants, $3M 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 133446196.

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.