401(k) · DOL Form 5500 · 2022

Montgomery Automotive Dealerships, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
275
Participants Below avg headcount
60th
Percentile by assets National rank
$28,935
Avg per participant Low balance/head
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Official DOL plan name: Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan · Sponsored by Montgomery Automotive Dealerships, Inc. · Kentucky · Retail Trade

$8M in assets, 275 participants

Montgomery Automotive Dealerships, Inc.'s Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 275 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #6,732 in Retail Trade (9,519 peers)

Coverage in Kentucky

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan covers 275 participants in Kentucky, about 42% of the average Kentucky filer (state average ~647 per filing). Assets: $8M.

#6,732
in Retail Trade (9,519 peers)
-7.4%
assets change YoY

The plan reported a net loss of $632K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,957,075 Top 40% higher than 60% 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

Montgomery Automotive Dealerships, Inc. 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. Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (275 participants).

Form 5500 schedule snapshot

Filing strip 610715594 · Montgomery Automotive Dealerships, Inc. PY 2022 · 401(k)

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan · $8M · 275 · 60th

  • EOY $8M
  • 5500 275
  • ASSETS 60th
  • PCT 401(k)
  • EIN near Gaumard Scientific 401(k) Plan
  • RANK ind #6732

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 Kentucky →

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing PlanMontgomery Automotive Dealer…$8MGaumard Scientific 401(k) PlanGaumard Scientific 401(k) Pl…$8MAccurate Gauge Retirement Savings PlanAccurate Gauge Retirement Sa…$8MIcm Corp. 401(k) Profit Sharing PlanIcm Corp. 401(k) Profit Shar…$8MHurst-Rosche, Inc. Profit Sharing PlanHurst-Rosche, Inc. Profit Sh…$8M
End-of-year total assets ($M) among Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$632K
Employer EIN610715594
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montgomery Automotive Dealerships, Inc.)

Sponsor-wide plan assets over time

All Montgomery Automotive Dealerships, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 23.48090221595247% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.96M $9.83M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 275 $8M
2023 1 245 $9M
2024 1 258 $10M

Nearby 401(k) Plans in Kentucky

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

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.007957075 · Participants: 275Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Gaumard Scientific 401(k) Plan in FL ($8M); by covered participants it is Tweddle Group Inc. 401(k) Plan in MI (275 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 7.4% during 2022, from $9M to $8M. Reported net income was -$632K.
How have Montgomery Automotive Dealerships, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomery Automotive Dealerships, Inc.'s sponsor-wide assets grew 23.5%, from $8M to $10M.
Which 401(k) plans are similar in size to Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gaumard Scientific 401(k) Plan in FL ($8M, 420 participants).
Which 401(k) plans cover a similar participant headcount to Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tweddle Group Inc. 401(k) Plan in MI (275 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 610715594.

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.