401(k) · DOL Form 5500 · 2022

Castle Chevrolet, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
262
Participants Below avg headcount
44th
Percentile by assets National rank
$13,951
Avg per participant Low balance/head
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Official DOL plan name: Castle Auto Group 401(k) Plan · Sponsored by Castle Chevrolet, Inc. · Illinois · Retail Trade

$4M in assets, 262 participants

Castle Chevrolet, Inc.'s Castle Auto Group 401(k) Plan reported $4M in total assets and 262 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,108 in Retail Trade (9,519 peers)

Coverage in Illinois

Castle Auto Group 401(k) Plan covers 262 participants in Illinois, about 34% of the average Illinois filer (state average ~779 per filing). Assets: $4M.

#5,108
in Retail Trade (9,519 peers)
+19.4%
assets growth YoY

Castle Auto Group 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Castle Auto Group 401(k) Plan vs every filed plan by assets

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

$3,655,226 44th percentile higher than 44% 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

Castle 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. Castle Auto Group 401(k) Plan sits mid-pack in the medium band (262 participants).

Published 5500 schedule card

Filing strip 364392164 · Castle Chevrolet, Inc. PY 2022 · 401(k)

Castle Auto Group 401(k) Plan · $4M · 262 · 44th

  • BOY $4M
  • BOY 262
  • BOY 44th
  • BOY 401(k)
  • BOY near Borger Management Inc 401(k) Profit Sharing Plan & Trust
  • BOY ind #5108

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 Illinois →

Castle Auto Group 401(k) Plan in the asset neighbourhood

Castle Auto Group 401(k) Plan$4MBorger Management Inc 401(k) Profit Sharing Plan & TrustBorger Management Inc 401(k)…$4MBcck Holding 401(k) Plan$4MFirststreet for Boomers and Beyond, Inc. 401(k) PlanFirststreet for Boomers and …$4MAnchor Loans, LP 401(k) Plan$4M
End-of-year total assets ($M) among Castle Auto Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$509K
Employer EIN364392164
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Castle Chevrolet, Inc.)

Sponsor-wide plan assets over time

All Castle Chevrolet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 101.52866060812656% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.66M $7.37M ▲ +101.4%
Year Plans Participants Total Assets
2022 1 262 $4M
2023 1 332 $5M
2024 1 435 $7M

Nearby 401(k) Plans in Illinois

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

Castle Auto Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Castle Auto Group 401(k) Plan, Total assets ($B): 0.003655226 · Participants: 262Castle Auto Group 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Castle Auto Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Castle Auto Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Borger Management Inc 401(k) Profit Sharing Plan & Trust in DC ($4M); by covered participants it is Cumberland Truck Equipment Co. Salary Deferral Plan in PA (262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Castle Auto Group 401(k) Plan assets move in 2022?
Castle Auto Group 401(k) Plan grew sharply - up 19.4% during 2022, from $3M to $4M. Reported net income was $509K.
How have Castle Chevrolet, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Castle Chevrolet, Inc.'s sponsor-wide assets grew 101.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Castle Auto Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Borger Management Inc 401(k) Profit Sharing Plan & Trust in DC ($4M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Castle Auto Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Cumberland Truck Equipment Co. Salary Deferral Plan in PA (262 participants, N/A in assets).