401(k) · DOL Form 5500 · 2022

Sonic Automotive, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
353
Participants Below avg headcount
83rd
Percentile by assets National rank
$83,321
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sonic Automotive, Inc. Northern California Ula 401(k) Plan · Sponsored by Sonic Automotive, Inc. · North Carolina · Retail Trade

$29M in assets, 353 participants

Sonic Automotive, Inc.'s Sonic Automotive, Inc. Northern California Ula 401(k) Plan reported $29M in total assets and 353 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #8,589 in Retail Trade (9,519 peers)

Coverage in North Carolina

Sonic Automotive, Inc. Northern California Ula 401(k) Plan covers 353 participants in North Carolina, about 43% of the average North Carolina filer (state average ~819 per filing). Assets: $29M.

#8,589
in Retail Trade (9,519 peers)
-18.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sonic Automotive, Inc. Northern California Ula 401(k) Plan's outsized position by total assets

Sonic Automotive, Inc. Northern California Ula 401(k) Plan vs every filed plan by assets

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

$29,412,212 Top 17% higher than 83% 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

Sonic Automotive, Inc. Northern California Ula 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. Sonic Automotive, Inc. Northern California Ula 401(k) Plan sits mid-pack in the medium band (353 participants).

Published 5500 schedule card

Filing strip 562010790 · Sonic Automotive, Inc. PY 2022 · 401(k)

Sonic Automotive, Inc. Northern California Ula 401(k) Plan · $29M · 353 · 83rd

  • BOOK $29M
  • VS-ST 353
  • BOY 83rd
  • SCH 401(k)
  • EBSA near One Nevada Credit Union 401(k) Plan
  • PART ind #8589

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 North Carolina →

Sonic Automotive, Inc. Northern California Ula 401(k) Plan in the asset neighbourhood

Verst Group Logistics Companies 401(k) Retirement Savings PlanVerst Group Logistics Compan…$29MSonic Automotive, Inc. Northern California Ula 401(k) PlanSonic Automotive, Inc. North…$29MOne Nevada Credit Union 401(k) PlanOne Nevada Credit Union 401(…$29MThe Dutra Group 401(k) Plan$29MHuntington Foundation Medical Group 401(k) PlanHuntington Foundation Medica…$29M
End-of-year total assets ($M) among Sonic Automotive, Inc. Northern California Ula 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$29M
Net Income-$7M
Employer EIN562010790
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonic Automotive, Inc.)

Sponsor-wide plan assets over time

All Sonic Automotive, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$584M 28.622099585426508% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $454M $584M ▲ +28.6%
Year Plans Participants Total Assets
2022 2 8,306 $454M
2023 2 8,467 $523M
2024 2 8,872 $584M

Nearby 401(k) Plans in North Carolina

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

Sonic Automotive, Inc. Northern California Ula 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Sonic Automotive, Inc. Northern California Ula 401(k) Plan, Total assets ($B): 0.029412212 · Participants: 353Sonic Automotive, Inc. Northern California Ula 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Sonic Automotive, Inc. Northern California Ula 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sonic Automotive, Inc. Northern California Ula 401(k) Plan side-by-side with 3 peers →

Sonic Automotive, Inc. Northern California Ula 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is One Nevada Credit Union 401(k) Plan in NV ($29M); by covered participants it is Mintel Group Ltd. Employees' 401(k) Retirement Plan in IL (353 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (353 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 Sonic Automotive, Inc. Northern California Ula 401(k) Plan assets move in 2022? ▼
Sonic Automotive, Inc. Northern California Ula 401(k) Plan declined sharply - down 18.9% during 2022, from $36M to $29M. Reported net income was -$7M.
How have Sonic Automotive, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonic Automotive, Inc.'s sponsor-wide assets grew 28.6%, from $454M to $584M.
Where does Sonic Automotive, Inc. Northern California Ula 401(k) Plan rank by assets among Form 5500 filers? ▼
Sonic Automotive, Inc. Northern California Ula 401(k) Plan ranks in the 83rd 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 401(k) plans are similar in size to Sonic Automotive, Inc. Northern California Ula 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is One Nevada Credit Union 401(k) Plan in NV ($29M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Sonic Automotive, Inc. Northern California Ula 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mintel Group Ltd. Employees' 401(k) Retirement Plan in IL (353 participants, $38M 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 562010790.

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.