401(k) · DOL Form 5500 · 2022
Lithia Motors, Inc. 401(k) Plan
Data updated 2026-08-25
- $628M
- Total assets Above avg plan size
- 21,161
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $29,685
- Avg per participant Low balance/head
Official DOL plan name: Lithia Motors, Inc. 401(k) Plan · Sponsored by Lithia Motors, Inc. · Oregon · Retail Trade
$628M in assets, 21,161 participants
Lithia Motors, Inc.'s Lithia Motors, Inc. 401(k) Plan reported $628M in total assets and 21,161 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #9,413 in Retail Trade (9,519 peers)
Coverage in Oregon
Lithia Motors, Inc. 401(k) Plan covers 21,161 participants in Oregon, 48x the typical Oregon plan (state average ~443 per filing). Assets: $628M.
- #9,413
- in Retail Trade (9,519 peers)
- -11.7%
- assets change YoY
- 6.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $84M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lithia Motors, Inc. 401(k) Plan's outsized position by total assets
Lithia Motors, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$628,171,109 Top 2% higher than 98% 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
Lithia Motors, Inc. 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lithia Motors, Inc. 401(k) Plan is a mega filing (21,161 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 930572810 · Lithia Motors, Inc. PY 2022 · 401(k)
Lithia Motors, Inc. 401(k) Plan · $628M · 21,161 · 98th
- TYPE $628M
- TYPE 21,161
- TYPE 98th
- TYPE 401(k)
- TYPE near National Instruments 401(k) Plan
- TYPE ind #9413
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 Oregon →
Lithia Motors, Inc. 401(k) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $712M |
|---|---|
| Net Assets (End of Year) | $627M |
| Net Income | -$84M |
| Employer EIN | 930572810 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lithia Motors, Inc.)
Sponsor-wide plan assets over time
All Lithia Motors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 63.251474050201814% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21,161 | $628M |
| 2023 | 1 | 24,161 | $862M |
| 2024 | 1 | 24,675 | $1.0B |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.2B · 36,913
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.0B · 7,492
- Precision Castparts Corp. 401(k) Retirement Savings Plan $1.9B · 14,939
- Xpo Logistics Retirement Savings Plan $1.7B · 6,855
- Pacificorp K Plus Employee Savings Plan $1.4B · 4,905
Scale composition for Lithia Motors, Inc. 401(k) Plan
Lithia Motors, Inc. 401(k) Plan reports $628M in end-of-year assets across 21,161 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $29,685 per participant (21% of the national average assets-per-participant) . Net income for plan year 2022 was -$84M.
This plan identity (EIN 930572810, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $628M to $1.0B (+63.3%) while covered participants moved from 21,161 to 24,675 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 21,161 | $628M | This page |
| 2023 | 24,161 | $862M | Open filing |
| 2024 · index core | 24,675 | $1.0B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Lithia Motors, Inc. 401(k) Plan (401(k), $1.0B, 24,675 participants)
Lithia Motors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is National Instruments 401(k) Plan in TX ($628M); by covered participants it is Ubs 401(k) Plan Trust in NJ (21,046 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($628M here).
- National Instruments 401(k) Plan (TX) $628M · 2,328
- Totalenergies Finance USA, Inc. Employee Savings Plan (TX) $628M · 2,519
- The Cultural Institutions Savings Plan (NY) $629M · 7,975
- American Air Liquide Holdings, Inc. Enhanced Savings Plan (TX) $629M · 2,911
Similar participant headcount
Nearest other-state filings by covered participants (21,161 participants); asset peers above are excluded.
- Ubs 401(k) Plan Trust (NJ) 21,046 · 115 off
- Nucor Corporation Profit Sharing and Retirement Savings Plan (NC) 21,030 · 131 off
- Williams-Sonoma, Inc. 401(k) Plan (CA) 21,334 · 173 off
- Belk 401(k) Savings Plan (NC) 21,340 · 179 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.