401(k) · DOL Form 5500 · 2022
Surf City Auto Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 206
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $17,066
- Avg per participant Low balance/head
Official DOL plan name: Surf City Auto Group 401(k) Plan · Sponsored by Surf City Auto Group, Inc. · California · Retail Trade
$4M in assets, 206 participants
Surf City Auto Group, Inc.'s Surf City Auto Group 401(k) Plan reported $4M in total assets and 206 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #5,027 in Retail Trade (9,519 peers)
Coverage in California
Surf City Auto Group 401(k) Plan covers 206 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $4M.
- #5,027
- in Retail Trade (9,519 peers)
- -7.8%
- assets change YoY
The plan reported a net loss of $299K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Surf City Auto Group 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Surf City Auto Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,515,538 43rd percentile higher than 43% 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
Surf City Auto 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. Surf City Auto Group 401(k) Plan sits mid-pack in the medium band (206 participants).
DOL schedule card
Filing strip 953834819 · Surf City Auto Group, Inc. PY 2022 · 401(k)
Surf City Auto Group 401(k) Plan · $4M · 206 · 43rd
- SCH $4M
- EBSA 206
- PART 43rd
- TYPE 401(k)
- NET near Garling Construction, Inc. 401(k) Plan
- BOOK ind #5027
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 California →
Surf City Auto Group 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$299K |
| Employer EIN | 953834819 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Surf City Auto Group, Inc.)
Sponsor-wide plan assets over time
All Surf City Auto Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 19.787639900350957% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 206 | $4M |
| 2023 | 1 | 195 | $4M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Surf City Auto Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Garling Construction, Inc. 401(k) Plan in IA ($4M); by covered participants it is Austin Gastroenterology, P.a. 401(k) Profit Sharing Plan in TX (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (206 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.