401(k)
2022 plan-year 401(k) DOL Form 5500

Callari Auto Group 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Felix F. Callari Inc. · Connecticut · Retail Trade

What the 2023 filing shows

Callari Auto Group 401(k) Plan holds $10M for 128 participants — about $80,584 per participant, down 21.6% over the 2022 plan year.

$10M
total plan assets (2022 EOY)
128
covered participants
$80,584
avg assets per participant
-21.6%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$10M
Participants
128
State
Industry
Retail Trade

What the Filing Says About Callari Auto Group 401(k) Plan

Callari Auto Group 401(k) Plan is a 401(k) retirement plan sponsored by Felix F. Callari Inc., headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 128 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 060810760, and the plan has been effective since 1982-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2022 to $10M at year-end — a decline of 21.6%. Net assets (after liabilities) closed the year at $10M, with reported net income of $-2,840,219 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$-2,840,219
Plan Type401(k)
Employer EIN060810760
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Felix F. Callari Inc.)

Year Plans Participants Total Assets
2022 1 128 $10M
2023 1 176 $11M
2024 1 119 $12M

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Frequently Asked Questions

How much money is in the Callari Auto Group 401(k) Plan?
As of the 2022 Form 5500 filing, Callari Auto Group 401(k) Plan holds $10M in total assets with 128 participants. It is sponsored by Felix F. Callari Inc..
What type of plan is Callari Auto Group 401(k) Plan?
Callari Auto Group 401(k) Plan is a 401(k) plan. It has been effective since 1982-07-01. The plan is filed with the U.S. Department of Labor under EIN 060810760.
Who sponsors the Callari Auto Group 401(k) Plan?
Callari Auto Group 401(k) Plan is sponsored by Felix F. Callari Inc., located in Connecticut. The sponsor's EIN is 060810760 and the plan operates in the Retail Trade industry.
How did Callari Auto Group 401(k) Plan perform in 2022?
Callari Auto Group 401(k) Plan declined by 21.6% during 2022, moving from $13M to $10M in total assets. Net income was $-2,840,219.
Where can I find official filings for Callari Auto Group 401(k) Plan?
Official Form 5500 filings for Callari Auto Group 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 060810760 or plan name at efast.dol.gov.
How does Callari Auto Group 401(k) Plan compare to other plans?
You can compare Callari Auto Group 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 060810760.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.