401(k) · DOL Form 5500 · 2022

Lion Management, Inc. Dba Esserm 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
135
Participants Small participant base
32nd
Percentile by assets National rank
$13,002
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Esserman Automotive Group 401(k) Plan · Sponsored by Lion Management, Inc. Dba Esserm · Florida · Retail Trade

$2M in assets, 135 participants

Lion Management, Inc. Dba Esserm's Esserman Automotive Group 401(k) Plan reported $2M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,955 in Retail Trade (9,519 peers)

Coverage in Florida

Esserman Automotive Group 401(k) Plan covers 135 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#3,955
in Retail Trade (9,519 peers)
-71.2%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Esserman Automotive Group 401(k) Plan among the smaller filed plans by assets

Esserman Automotive Group 401(k) Plan vs every filed plan by assets

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

$1,755,282 32nd percentile higher than 32% 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

Esserman 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. Esserman Automotive Group 401(k) Plan sits mid-pack in the medium band (135 participants).

EBSA filing schedule strip

Filing strip 650187295 · Lion Management, Inc. Dba Esserm PY 2022 · 401(k)

Esserman Automotive Group 401(k) Plan · $2M · 135 · 32nd

  • EBSA $2M
  • PART 135
  • TYPE 32nd
  • NET 401(k)
  • BOOK near The Costello Group 401(k) Profit Sharing Plan
  • VS-ST ind #3955

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 Florida →

Esserman Automotive Group 401(k) Plan in the asset neighbourhood

Esserman Automotive Group 401(k) PlanEsserman Automotive Group 40…$2MThe Costello Group 401(k) Profit Sharing PlanThe Costello Group 401(k) Pr…$2MGiacomo a. Licari 401(k) Profit Sharing PlanGiacomo a. Licari 401(k) Pro…$2MJordan Products, Inc. 401(k) Profit Sharing PlanJordan Products, Inc. 401(k)…$2MNampa Christian Schools, Inc. 401(k) PlanNampa Christian Schools, Inc…$2M
End-of-year total assets ($M) among Esserman Automotive Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$2M
Net Income-$4M
Employer EIN650187295
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Esserman Automotive Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Esserman Automotive Group 401(k) Plan, Total assets ($B): 0.001755282 · Participants: 135Esserman Automotive Group 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Esserman Automotive Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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

Outside Florida, the nearest 401(k) by assets is The Costello Group 401(k) Profit Sharing Plan in NY ($2M); by covered participants it is Concordia Life Care Community 403(b) Plan in OK (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Esserman Automotive Group 401(k) Plan assets move in 2022?
Esserman Automotive Group 401(k) Plan contracted severely - down 71.2% during 2022, from $6M to $2M. Reported net income was -$4M.
Which 401(k) plans are similar in size to Esserman Automotive Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is The Costello Group 401(k) Profit Sharing Plan in NY ($2M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Esserman Automotive Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Concordia Life Care Community 403(b) Plan in OK (135 participants, N/A in assets).