401(k) · DOL Form 5500 · 2022
Phil Long Dealerships, Inc. 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 1,080
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $40,537
- Avg per participant Low balance/head
Official DOL plan name: Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan · Sponsored by Phil Long Dealerships, Inc. · Colorado · Retail Trade
$44M in assets, 1,080 participants
Phil Long Dealerships, Inc.'s Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan reported $44M in total assets and 1,080 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #8,829 in Retail Trade (9,519 peers)
Coverage in Colorado
Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan covers 1,080 participants in Colorado, 2.9x the typical Colorado plan (state average ~376 per filing). Assets: $44M.
- #8,829
- in Retail Trade (9,519 peers)
- -10.1%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$43,779,736 Top 13% higher than 87% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan lands in the large band (1,080 participants).
EBSA filing schedule strip
Filing strip 841393913 · Phil Long Dealerships, Inc. PY 2022 · 401(k)
Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan · $44M · 1,080 · 87th
- PART $44M
- PART 1,080
- PART 87th
- PART 401(k)
- PART near Southwestern Michigan Emergency Services, P.C. Profit Sharing Retirement Plan
- PART ind #8829
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 Colorado →
Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | -$5M |
| Employer EIN | 841393913 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phil Long Dealerships, Inc.)
Sponsor-wide plan assets over time
All Phil Long Dealerships, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 47.68777956998188% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,080 | $44M |
| 2023 | 1 | 1,204 | $56M |
| 2024 | 1 | 1,311 | $65M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Southwestern Michigan Emergency Services, P.C. Profit Sharing Retirement Plan in MI ($44M); by covered participants it is Hood Packaging Corporation Salary Savings Plan in MS (1,080 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,080 participants); asset peers above are excluded.
- Hood Packaging Corporation Salary Savings Plan (MS) 1,080 · 0 off
- Mall of America Employee Retirement Savings Plan (MN) 1,080 · 0 off
- Bessemer Trust Company 401(k) and Profit Sharing Plan (NJ) 1,080 · 0 off
- Superior Industries, Inc. 401(k) Retirement Plan (MN) 1,080 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.