401(k)
2022 plan-year 401(k) DOL Form 5500

Shottenkirk 401(k) Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Shottenkirk Automotive Group, Inc. · Iowa · Retail Trade

What the 2023 filing shows

Shottenkirk 401(k) Retirement Savings Plan holds $28M for 563 participants — about $49,016 per participant, down 1.1% over the 2022 plan year.

$28M
total plan assets (2022 EOY)
563
covered participants
$49,016
avg assets per participant
-1.1%
assets change YoY

The plan reported a net loss of $303K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$28M
Participants
563
State
Industry
Retail Trade

What the Filing Says About Shottenkirk 401(k) Retirement Savings Plan

Shottenkirk 401(k) Retirement Savings Plan is a 401(k) retirement plan sponsored by Shottenkirk Automotive Group, Inc., headquartered in Iowa. As of the 2022 Form 5500 filing, the plan reports $28M in total end-of-year assets and covers 563 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 800014964, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $28M at the beginning of 2022 to $28M at year-end — a decline of 1.1%. Net assets (after liabilities) closed the year at $28M, with reported net income of $-302,604 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$28M
Total Assets (End of Year)$28M
Net Assets (End of Year)$28M
Net Income$-302,604
Plan Type401(k)
Employer EIN800014964
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shottenkirk Automotive Group, Inc.)

Year Plans Participants Total Assets
2022 1 563 $28M
2023 1 712 $35M
2024 1 1,026 $40M

Nearby 401(k) Plans in Iowa

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Frequently Asked Questions

How much money is in the Shottenkirk 401(k) Retirement Savings Plan?
As of the 2022 Form 5500 filing, Shottenkirk 401(k) Retirement Savings Plan holds $28M in total assets with 563 participants. It is sponsored by Shottenkirk Automotive Group, Inc..
What type of plan is Shottenkirk 401(k) Retirement Savings Plan?
Shottenkirk 401(k) Retirement Savings Plan is a 401(k) plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 800014964.
Who sponsors the Shottenkirk 401(k) Retirement Savings Plan?
Shottenkirk 401(k) Retirement Savings Plan is sponsored by Shottenkirk Automotive Group, Inc., located in Iowa. The sponsor's EIN is 800014964 and the plan operates in the Retail Trade industry.
How did Shottenkirk 401(k) Retirement Savings Plan perform in 2022?
Shottenkirk 401(k) Retirement Savings Plan declined by 1.1% during 2022, moving from $28M to $28M in total assets. Net income was $-302,604.
Where can I find official filings for Shottenkirk 401(k) Retirement Savings Plan?
Official Form 5500 filings for Shottenkirk 401(k) Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 800014964 or plan name at efast.dol.gov.
How does Shottenkirk 401(k) Retirement Savings Plan compare to other plans?
You can compare Shottenkirk 401(k) Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 800014964.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.