401(k) · DOL Form 5500 · 2022

Cortese Chrysler Jeep Dodge, Inc 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
136
Participants Small participant base
68th
Percentile by assets National rank
$86,600
Avg per participant Below avg balance/head
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Official DOL plan name: Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Cortese Chrysler Jeep Dodge, Inc · New York · Wholesale Trade

$12M in assets, 136 participants

Cortese Chrysler Jeep Dodge, Inc's Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust reported $12M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,217 in Wholesale Trade (6,843 peers)

Coverage in New York

Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust covers 136 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $12M.

#4,217
in Wholesale Trade (6,843 peers)
-13.1%
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.

Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$11,777,621 Top 32% higher than 68% 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

Cortese Dodge Inc. 401(k) Profit Sharing Plan and 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. Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (136 participants).

Published 5500 schedule card

Filing strip 161081381 · Cortese Chrysler Jeep Dodge, Inc PY 2022 · 401(k)

Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust · $12M · 136 · 68th

  • EBSA $12M
  • PART 136
  • TYPE 68th
  • NET 401(k)
  • BOOK near The Simon Konover Company 401(k) Savings Plan
  • VS-ST ind #4217

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 Wholesale Trade retirement plans → · Plans in New York →

Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Cortese Dodge Inc. 401(k) Profit Sharing Plan and TrustCortese Dodge Inc. 401(k) Pr…$12MThe Simon Konover Company 401(k) Savings PlanThe Simon Konover Company 40…$12MAqua-Chem, Inc. Retirement & Savings PlanAqua-Chem, Inc. Retirement &…$12MHcl America Solutions 401(k) PlanHcl America Solutions 401(k)…$12MBank of the James Financial Group 401(k) PlanBank of the James Financial …$12M
End-of-year total assets ($M) among Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN161081381
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cortese Chrysler Jeep Dodge, Inc)

Sponsor-wide plan assets over time

All Cortese Chrysler Jeep Dodge, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$13M 12.769650169588578% vs 2022
2024 filing year
$11.5M$12M$12.5M$13M$13.5M 202220232024 $11.8M $13.3M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 136 $12M
2023 1 145 $13M
2024 1 144 $13M

Nearby 401(k) Plans in New York

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

Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.011777621 · Participants: 136Cortese Dodge Inc. 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Simon Konover Company 401(k) Savings Plan in CT ($12M); by covered participants it is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 13.1% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Cortese Chrysler Jeep Dodge, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cortese Chrysler Jeep Dodge, Inc's sponsor-wide assets grew 12.8%, from $12M to $13M.
Which 401(k) plans are similar in size to Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Simon Konover Company 401(k) Savings Plan in CT ($12M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Cortese Dodge Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 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 161081381.

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.