ESOP · DOL Form 5500 · 2022

Tri-County Auto Group, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
97
Participants Small participant base
47th
Percentile by assets National rank
$43,440
Avg per participant Low balance/head
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Official DOL plan name: Tri-County Auto Group, Inc. Employee Stock Ownership Plan · Sponsored by Tri-County Auto Group, Inc. · Kentucky · Retail Trade

$4M in assets, 97 participants

Tri-County Auto Group, Inc.'s Tri-County Auto Group, Inc. Employee Stock Ownership Plan reported $4M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,374 in Retail Trade (9,519 peers)

Tri-County Auto Group, Inc. multi-year trail

Tri-County Auto Group, Inc.'s plans moved -38.9% in assets from 2022 to 2024; this filing shows Tri-County Auto Group, Inc. Employee Stock Ownership Plan at $4M / 97 participants.

#5,374
in Retail Trade (9,519 peers)
-$4K
reported net income

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

Tri-County Auto Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Tri-County Auto Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,213,678 47th percentile higher than 47% 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

Tri-County Auto Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tri-County Auto Group, Inc. Employee Stock Ownership Plan is a small filing (97 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 921625929 · Tri-County Auto Group, Inc. PY 2022 · ESOP

Tri-County Auto Group, Inc. Employee Stock Ownership Plan · $4M · 97 · 47th

  • RANK $4M
  • RANK 97
  • RANK 47th
  • RANK ESOP
  • RANK near Hatfield and Company, Inc. Employee Stock Ownership Plan
  • RANK ind #5374

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 What is an ESOP? → · Plans in Kentucky →

Tri-County Auto Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hatfield and Company, Inc. Employee Stock Ownership PlanHatfield and Company, Inc. E…$4MOconee Savings & Loan Association Employee Stock Ownership PlanOconee Savings & Loan Associ…$4MTri-County Auto Group, Inc. Employee Stock Ownership PlanTri-County Auto Group, Inc. …$4MNgls, Inc. Employee Stock Ownership PlanNgls, Inc. Employee Stock Ow…$4MCommonwealth Fire Protection Company, Inc. Employee Stock Ownership PlanCommonwealth Fire Protection…$4M
End-of-year total assets ($M) among Tri-County Auto Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Tri-County Auto Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tri-County Auto Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 38.88866211419098% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $4.21M $2.58M ▼ -38.7%
Year Plans Participants Total Assets
2022 1 97 $4M
2023 1 59 $3M
2024 1 64 $3M

Tri-County Auto Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$4K
Net Income-$4K
Employer EIN921625929
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

Peer ESOP plans, same state, same plan type, ranked by total assets.

Tri-County Auto Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Tri-County Auto Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004213678 · Participants: 97Tri-County Auto Group, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Tri-County Auto Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Tri-County Auto Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Tri-County Auto Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Hatfield and Company, Inc. Employee Stock Ownership Plan in TX ($4M); by covered participants it is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 have Tri-County Auto Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-County Auto Group, Inc.'s sponsor-wide assets declined 38.9%, from $4M to $3M.
Which ESOP plans are similar in size to Tri-County Auto Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hatfield and Company, Inc. Employee Stock Ownership Plan in TX ($4M, 108 participants).
Which ESOP plans cover a similar participant headcount to Tri-County Auto Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (97 participants, $123M 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 921625929.

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.