401(k) · DOL Form 5500 · 2022
Courtesy Chevrolet 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 742
- Participants Near avg headcount
- 69th
- Percentile by assets National rank
- $16,930
- Avg per participant Low balance/head
Official DOL plan name: Courtesy Automotive Group 401(k) Plan · Sponsored by Courtesy Chevrolet · Arizona · Retail Trade
$13M in assets, 742 participants
Courtesy Chevrolet's Courtesy Automotive Group 401(k) Plan reported $13M in total assets and 742 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #7,611 in Retail Trade (9,519 peers)
Courtesy Chevrolet multi-year trail
Courtesy Chevrolet's plans moved +56.5% in assets from 2022 to 2024; this filing shows Courtesy Automotive Group 401(k) Plan at $13M / 742 participants.
- #7,611
- in Retail Trade (9,519 peers)
- +9.1%
- assets growth YoY
Courtesy Automotive Group 401(k) Plan's outsized position by total assets
Courtesy Automotive Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,562,398 Top 31% higher than 69% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Courtesy Automotive Group 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. Courtesy Automotive Group 401(k) Plan sits mid-pack in the medium band (742 participants).
Published 5500 schedule card
Filing strip 860123463 · Courtesy Chevrolet PY 2022 · 401(k)
Courtesy Automotive Group 401(k) Plan · $13M · 742 · 69th
- BOOK $13M
- BOOK 742
- BOOK 69th
- BOOK 401(k)
- BOOK near Rihm 401(k) Plan
- BOOK ind #7611
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 Arizona →
Courtesy Automotive Group 401(k) Plan in the asset neighbourhood
Courtesy Chevrolet multi-year asset trail
Sponsor-wide plan assets over time
All Courtesy Chevrolet plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 56.45377578389095% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 742 | $13M |
| 2023 | 1 | 677 | $17M |
| 2024 | 1 | 757 | $20M |
Courtesy Chevrolet filing trail (2022)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 860123463 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Courtesy Automotive Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Rihm 401(k) Plan in MN ($13M); by covered participants it is Central Pacific Bank 401(k) Retirement Savings Plan in HI (742 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Rihm 401(k) Plan (MN) $13M · 268
- Wgs 401(k)Plan (TX) $13M · 211
- Carestar 401(k) Retirement Plan (OH) $13M · 374
- The Dinex Group, LLC 401 (K) Plan (NY) $13M · 292
Similar participant headcount
Nearest other-state filings by covered participants (742 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.