401(k) · DOL Form 5500 · 2022

Bob Maxey Lincoln, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
157
Participants Small participant base
61st
Percentile by assets National rank
$52,518
Avg per participant Low balance/head
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Official DOL plan name: Bob Maxey Lincoln Mercury 401(k) Plan & Trust · Sponsored by Bob Maxey Lincoln, Inc. · Michigan · Retail Trade

$8M in assets, 157 participants

Bob Maxey Lincoln, Inc.'s Bob Maxey Lincoln Mercury 401(k) Plan & Trust reported $8M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,816 in Retail Trade (9,519 peers)

Coverage in Michigan

Bob Maxey Lincoln Mercury 401(k) Plan & Trust covers 157 participants in Michigan, about 25% of the average Michigan filer (state average ~638 per filing). Assets: $8M.

#6,816
in Retail Trade (9,519 peers)
-22.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bob Maxey Lincoln Mercury 401(k) Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Bob Maxey Lincoln Mercury 401(k) Plan & Trust vs every filed plan by assets

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

$8,245,354 Top 39% higher than 61% 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

Bob Maxey Lincoln Mercury 401(k) Plan & Trust 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. Bob Maxey Lincoln Mercury 401(k) Plan & Trust sits mid-pack in the medium band (157 participants).

Published 5500 schedule card

Filing strip 381807015 · Bob Maxey Lincoln, Inc. PY 2022 · 401(k)

Bob Maxey Lincoln Mercury 401(k) Plan & Trust · $8M · 157 · 61st

  • BOY $8M
  • SCH 157
  • EBSA 61st
  • PART 401(k)
  • TYPE near The Premier Collection, LLC 401(k) Plan
  • NET ind #6816

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 Michigan →

Bob Maxey Lincoln Mercury 401(k) Plan & Trust in the asset neighbourhood

Bob Maxey Lincoln Mercury 401(k) Plan & TrustBob Maxey Lincoln Mercury 40…$8MThe Premier Collection, LLC 401(k) PlanThe Premier Collection, LLC …$8MIgnite Fueling Innovation, Inc. 401(k) Retirement PlanIgnite Fueling Innovation, I…$8MCmr 401(k)/Profit Sharing PlanCmr 401(k)/Profit Sharing Pl…$8MAstor Chocolate Corp. 401(k) PlanAstor Chocolate Corp. 401(k)…$8M
End-of-year total assets ($M) among Bob Maxey Lincoln Mercury 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN381807015
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bob Maxey Lincoln, Inc.)

Sponsor-wide plan assets over time

All Bob Maxey Lincoln, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 40.84996229391728% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $8.25M $11.6M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 157 $8M
2023 1 167 $10M
2024 1 190 $12M

Nearby 401(k) Plans in Michigan

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

Bob Maxey Lincoln Mercury 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Bob Maxey Lincoln Mercury 401(k) Plan & Trust, Total assets ($B): 0.008245354 · Participants: 157Bob Maxey Lincoln Mercury 401(k) Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Bob Maxey Lincoln Mercury 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Bob Maxey Lincoln Mercury 401(k) Plan & Trust side-by-side with 3 peers →

Bob Maxey Lincoln Mercury 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is The Premier Collection, LLC 401(k) Plan in NY ($8M); by covered participants it is We Transport Inc. Salaried 401(k) Plan in NY (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Bob Maxey Lincoln Mercury 401(k) Plan & Trust assets move in 2022? ▼
Bob Maxey Lincoln Mercury 401(k) Plan & Trust declined sharply - down 22.1% during 2022, from $11M to $8M. Reported net income was -$2M.
How have Bob Maxey Lincoln, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bob Maxey Lincoln, Inc.'s sponsor-wide assets grew 40.8%, from $8M to $12M.
Which 401(k) plans are similar in size to Bob Maxey Lincoln Mercury 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Premier Collection, LLC 401(k) Plan in NY ($8M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Bob Maxey Lincoln Mercury 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is We Transport Inc. Salaried 401(k) Plan in NY (157 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 381807015.

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.