401(k) · DOL Form 5500 · 2022

Universal Auto Group I, Inc. Dba Tacoma Dodge Chrysler Jeep 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
113
Participants Small participant base
50th
Percentile by assets National rank
$42,896
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tacoma Dodge Chrysler Jeep 401(k) Plan · Sponsored by Universal Auto Group I, Inc. Dba Tacoma Dodge Chrysler Jeep · Washington · Retail Trade

$5M in assets, 113 participants

Universal Auto Group I, Inc. Dba Tacoma Dodge Chrysler Jeep's Tacoma Dodge Chrysler Jeep 401(k) Plan reported $5M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,668 in Retail Trade (9,519 peers)

Coverage in Washington

Tacoma Dodge Chrysler Jeep 401(k) Plan covers 113 participants in Washington, about 8% of the average Washington filer (state average ~1,476 per filing). Assets: $5M.

#5,668
in Retail Trade (9,519 peers)
-11.1%
assets change YoY

The plan reported a net loss of $613K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tacoma Dodge Chrysler Jeep 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Tacoma Dodge Chrysler Jeep 401(k) Plan vs every filed plan by assets

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

$4,847,238 Top 50% higher than 50% 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

Tacoma Dodge Chrysler Jeep 401(k) 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. Tacoma Dodge Chrysler Jeep 401(k) Plan sits mid-pack in the medium band (113 participants).

EBSA filing schedule strip

Filing strip 271025733 · Universal Auto Group I, Inc. Dba Tacoma Dodge Chrysler Jeep PY 2022 · 401(k)

Tacoma Dodge Chrysler Jeep 401(k) Plan · $5M · 113 · 50th

  • VS-ST $5M
  • VS-ST 113
  • VS-ST 50th
  • VS-ST 401(k)
  • VS-ST near Montague Derose and Associates, LLC 401(k) Plan
  • VS-ST ind #5668

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 Washington →

Tacoma Dodge Chrysler Jeep 401(k) Plan in the asset neighbourhood

Tacoma Dodge Chrysler Jeep 401(k) PlanTacoma Dodge Chrysler Jeep 4…$5MMontague Derose and Associates, LLC 401(k) PlanMontague Derose and Associat…$5MCadillac Coffee Company Employee Retirement PlanCadillac Coffee Company Empl…$5MDouglas a. Woodburn, M.D. 401(k) Profit Sharing PlanDouglas a. Woodburn, M.D. 40…$5MTotal Care Rx Profit Sharing$5M
End-of-year total assets ($M) among Tacoma Dodge Chrysler Jeep 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$613K
Employer EIN271025733
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universal Auto Group I, Inc. Dba Tacoma Dodge Chrysler Jeep)

Sponsor-wide plan assets over time

All Universal Auto Group I, Inc. Dba Tacoma Dodge Chrysler Jeep plans reported in each filing year

Latest sponsor-wide plan assets
$6M 32.89834334522052% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.85M $6.44M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 113 $5M
2023 1 116 $6M
2024 1 108 $6M

Nearby 401(k) Plans in Washington

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

Tacoma Dodge Chrysler Jeep 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Tacoma Dodge Chrysler Jeep 401(k) Plan, Total assets ($B): 0.004847238 · Participants: 113Tacoma Dodge Chrysler Jeep 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Tacoma Dodge Chrysler Jeep 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Tacoma Dodge Chrysler Jeep 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Montague Derose and Associates, LLC 401(k) Plan in CA ($5M); by covered participants it is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Tacoma Dodge Chrysler Jeep 401(k) Plan assets move in 2022?
Tacoma Dodge Chrysler Jeep 401(k) Plan pulled back noticeably - down 11.1% during 2022, from $5M to $5M. Reported net income was -$613K.
How have Universal Auto Group I, Inc. Dba Tacoma Dodge Chrysler Jeep plan assets changed over time?
Across 3 plan years on file (2022-2024), Universal Auto Group I, Inc. Dba Tacoma Dodge Chrysler Jeep's sponsor-wide assets grew 32.9%, from $5M to $6M.
Which 401(k) plans are similar in size to Tacoma Dodge Chrysler Jeep 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Montague Derose and Associates, LLC 401(k) Plan in CA ($5M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Tacoma Dodge Chrysler Jeep 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants, N/A in assets).