401(k) · DOL Form 5500 · 2022

Southworth Chevrolet, Buick, Gmc, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
38
Participants Small participant base
42nd
Percentile by assets National rank
$83,743
Avg per participant Below avg balance/head
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Official DOL plan name: Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan · Sponsored by Southworth Chevrolet, Buick, Gmc, Inc. · Wisconsin · Retail Trade

$3M in assets, 38 participants

Southworth Chevrolet, Buick, Gmc, Inc.'s Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan reported $3M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,847 in Retail Trade (9,519 peers)

Southworth Chevrolet, Buick, Gmc, Inc. multi-year trail

Southworth Chevrolet, Buick, Gmc, Inc.'s plans moved +38.3% in assets from 2022 to 2024; this filing shows Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan at $3M / 38 participants.

#4,847
in Retail Trade (9,519 peers)
-9.3%
assets change YoY

The plan reported a net loss of $328K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan vs every filed plan by assets

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

$3,182,225 42nd percentile higher than 42% 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

Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan is a small filing (38 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 391441667 · Southworth Chevrolet, Buick, Gmc, Inc. PY 2022 · 401(k)

Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan · $3M · 38 · 42nd

  • EOY $3M
  • 5500 38
  • ASSETS 42nd
  • PCT 401(k)
  • EIN near Minnick Industries, Inc. 401(k) Plan
  • RANK ind #4847

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 →

Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan in the asset neighbourhood

Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings PlanSouthworth Chevrolet, Buick,…$3MMinnick Industries, Inc. 401(k) PlanMinnick Industries, Inc. 401…$3MFitness & Wellness Professional Services, LLCFitness & Wellness Professio…$3MPhysicians Premier Management Services 401(k) PlanPhysicians Premier Managemen…$3MBenicia Plumbing, Inc. 401(k) PspBenicia Plumbing, Inc. 401(k…$3M
End-of-year total assets ($M) among Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Southworth Chevrolet, Buick, Gmc, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southworth Chevrolet, Buick, Gmc, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.29704059266708% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.18M $4.4M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 38 $3M
2023 1 45 $4M
2024 1 39 $4M

Southworth Chevrolet, Buick, Gmc, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$328K
Employer EIN391441667
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan, Total assets ($B): 0.003182225 · Participants: 38Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan side-by-side with 3 peers →

Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Minnick Industries, Inc. 401(k) Plan in CO ($3M); by covered participants it is Yarnell Electric 401(k) Plan in PA (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan assets move in 2022? ▼
Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan pulled back noticeably - down 9.3% during 2022, from $4M to $3M. Reported net income was -$328K.
How have Southworth Chevrolet, Buick, Gmc, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southworth Chevrolet, Buick, Gmc, Inc.'s sponsor-wide assets grew 38.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Minnick Industries, Inc. 401(k) Plan in CO ($3M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yarnell Electric 401(k) Plan in PA (38 participants, N/A 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 391441667.

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.