401(k) · DOL Form 5500 · 2022
Holiday Auto 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 217
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $68,624
- Avg per participant Below avg balance/head
Official DOL plan name: Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan · Sponsored by Holiday Auto · Wisconsin · Retail Trade
$15M in assets, 217 participants
Holiday Auto's Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan reported $15M in total assets and 217 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #7,878 in Retail Trade (9,519 peers)
Coverage in Wisconsin
Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan covers 217 participants in Wisconsin, about 39% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.
- #7,878
- in Retail Trade (9,519 peers)
- -19.2%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan's outsized position by total assets
Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,891,494 Top 28% higher than 72% 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
Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing 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. Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan sits mid-pack in the medium band (217 participants).
Form 5500 schedule snapshot
Filing strip 390789560 · Holiday Auto PY 2022 · 401(k)
Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan · $15M · 217 · 72nd
- NET $15M
- NET 217
- NET 72nd
- NET 401(k)
- NET near Data Business Equipment, Inc. Retirement Plan
- NET ind #7878
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 Wisconsin →
Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$4M |
| Employer EIN | 390789560 |
| Plan Effective Date | 1967-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holiday Auto)
Sponsor-wide plan assets over time
All Holiday Auto plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 36.2583834771716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 217 | $15M |
| 2023 | 1 | 236 | $18M |
| 2024 | 1 | 259 | $20M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Data Business Equipment, Inc. Retirement Plan in IA ($15M); by covered participants it is Royal Crest Dairy, Inc. 401(k) Plan in CO (217 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Data Business Equipment, Inc. Retirement Plan (IA) $15M · 166
- Mortgage Express LLC 401(k) Profit Sharing Plan (OR) $15M · 131
- Degreeone 401(k) Plan (IL) $15M · 590
- Limestone Bancorp, Inc 401(k) Retirement Savings Plan (KY) $15M · 230
Similar participant headcount
Nearest other-state filings by covered participants (217 participants); asset peers above are excluded.
- Royal Crest Dairy, Inc. 401(k) Plan (CO) 217 · 0 off
- Ebh 401(k) Plan (TX) 217 · 0 off
- Northwest Tire, Inc. 401(k) Profit Sharing Plan (ND) 217 · 0 off
- Infinity Hospice Care 401(k) Plan (AZ) 217 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.