401(k) · DOL Form 5500 · 2022

Dealerpolicy, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
297
Participants Below avg headcount
58th
Percentile by assets National rank
$24,332
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Polly 401(k) Plan · Sponsored by Dealerpolicy, Inc. · Vermont · Finance & Insurance

$7M in assets, 297 participants

Dealerpolicy, Inc.'s Polly 401(k) Plan reported $7M in total assets and 297 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,861 in Finance & Insurance (9,261 peers)

Dealerpolicy, Inc. multi-year trail

Dealerpolicy, Inc.'s plans moved +65.8% in assets from 2022 to 2024; this filing shows Polly 401(k) Plan at $7M / 297 participants.

#3,861
in Finance & Insurance (9,261 peers)
+31.3%
assets growth YoY

Polly 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Polly 401(k) Plan vs every filed plan by assets

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

$7,226,623 Top 42% higher than 58% 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

Polly 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. Polly 401(k) Plan sits mid-pack in the medium band (297 participants).

DOL schedule card

Filing strip 832986435 · Dealerpolicy, Inc. PY 2022 · 401(k)

Polly 401(k) Plan · $7M · 297 · 58th

  • EIN $7M
  • EIN 297
  • EIN 58th
  • EIN 401(k)
  • EIN near Employees' Profit Sharing and Salary Reduction Plan of the Blakley Corporation
  • EIN ind #3861

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 Finance & Insurance retirement plans → · Plans in Vermont →

Polly 401(k) Plan in the asset neighbourhood

Polly 401(k) Plan$7MEmployees' Profit Sharing and Salary Reduction Plan of the Blakley CorporationEmployees' Profit Sharing an…$7MQ-Free 401(k) Plan$7MMandarin House, LLC Dba Kowloon Restaurant 401(k) Profit Sharing PlanMandarin House, LLC Dba Kowl…$7MIBEW Local 1340 Maintenance Employees Retirement Fund 401(k) Profit Sharing Plan and TrustIBEW Local 1340 Maintenance …$7M
End-of-year total assets ($M) among Polly 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Dealerpolicy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dealerpolicy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 65.84861283064026% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.23M $12M ▲ +65.8%
Year Plans Participants Total Assets
2022 1 297 $7M
2023 1 251 $10M
2024 1 178 $12M

Dealerpolicy, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN832986435
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Polly 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Polly 401(k) Plan, Total assets ($B): 0.007226623 · Participants: 297Polly 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
Polly 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Polly 401(k) Plan side-by-side with 3 peers →

Polly 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Employees' Profit Sharing and Salary Reduction Plan of the Blakley Corporation in IN ($7M); by covered participants it is Solidifi Title & Closing, LLC 401(k) Plan in RI (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Polly 401(k) Plan assets move in 2022? ▼
Polly 401(k) Plan surged - up 31.3% during 2022, from $6M to $7M. Reported net income was $2M.
How have Dealerpolicy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dealerpolicy, Inc.'s sponsor-wide assets grew 65.8%, from $7M to $12M.
Which 401(k) plans are similar in size to Polly 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employees' Profit Sharing and Salary Reduction Plan of the Blakley Corporation in IN ($7M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Polly 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solidifi Title & Closing, LLC 401(k) Plan in RI (297 participants, N/A 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 832986435.

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.