401(k) · DOL Form 5500 · 2022

Shottenkirk Automotive Group, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
563
Participants Below avg headcount
82nd
Percentile by assets National rank
$49,016
Avg per participant Low balance/head
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Official DOL plan name: Shottenkirk 401(k) Retirement Savings Plan · Sponsored by Shottenkirk Automotive Group, Inc. · Iowa · Retail Trade

$28M in assets, 563 participants

Shottenkirk Automotive Group, Inc.'s Shottenkirk 401(k) Retirement Savings Plan reported $28M in total assets and 563 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #8,544 in Retail Trade (9,519 peers)

Where Shottenkirk 401(k) Retirement Savings Plan sits by assets

Shottenkirk 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $28M for 563 participants (~$49,016/participant), down 1.1% in 2022.

#8,544
in Retail Trade (9,519 peers)
-1.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Shottenkirk 401(k) Retirement Savings Plan's outsized position by total assets

Shottenkirk 401(k) Retirement Savings Plan vs every filed plan by assets

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

$27,595,778 Top 18% higher than 82% 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

Shottenkirk 401(k) Retirement Savings 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. Shottenkirk 401(k) Retirement Savings Plan sits mid-pack in the medium band (563 participants).

Plan-year Form 5500 strip

Filing strip 800014964 · Shottenkirk Automotive Group, Inc. PY 2022 · 401(k)

Shottenkirk 401(k) Retirement Savings Plan · $28M · 563 · 82nd

  • PCT $28M
  • PCT 563
  • PCT 82nd
  • PCT 401(k)
  • PCT near Egain Corporation 401(k)
  • PCT ind #8544

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 Iowa →

Shottenkirk 401(k) Retirement Savings Plan in the asset neighbourhood

Shottenkirk 401(k) Retirement Savings PlanShottenkirk 401(k) Retiremen…$28MMidocean US Advisor LP 401(k) PlanMidocean US Advisor LP 401(k…$28MEgain Corporation 401(k)$28MResolute Investment Managers, Inc. 401(k) PlanResolute Investment Managers…$28MAmeriforge 401 (K) Plan$28M
End-of-year total assets ($M) among Shottenkirk 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$28M
Net Income-$303K
Employer EIN800014964
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shottenkirk Automotive Group, Inc.)

Sponsor-wide plan assets over time

All Shottenkirk Automotive Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 45.90895027492974% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.6M $40.3M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 563 $28M
2023 1 712 $35M
2024 1 1,026 $40M

Nearby 401(k) Plans in Iowa

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

Shottenkirk 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Shottenkirk 401(k) Retirement Savings Plan, Total assets ($B): 0.027595778 · Participants: 563Shottenkirk 401(k) Retirement Savings PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Shottenkirk 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Shottenkirk 401(k) Retirement Savings Plan side-by-side with 3 peers →

Shottenkirk 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Egain Corporation 401(k) in CA ($28M); by covered participants it is Iti 401(k) Plan in FL (563 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (563 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 Shottenkirk 401(k) Retirement Savings Plan assets move in 2022? ▼
Shottenkirk 401(k) Retirement Savings Plan edged down modestly - down 1.1% during 2022, from $28M to $28M. Reported net income was -$303K.
How have Shottenkirk Automotive Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shottenkirk Automotive Group, Inc.'s sponsor-wide assets grew 45.9%, from $28M to $40M.
Where does Shottenkirk 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Shottenkirk 401(k) Retirement Savings Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shottenkirk 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Egain Corporation 401(k) in CA ($28M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Shottenkirk 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iti 401(k) Plan in FL (563 participants, $21M 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 800014964.

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.