401(k) · DOL Form 5500 · 2023

Pat Obrien, Jr. Chevrolet, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
265
Participants Below avg headcount
53rd
Percentile by assets National rank
$28,816
Avg per participant Low balance/head
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Official DOL plan name: Pat Obrien Chevrolet 401(k) Plan · Sponsored by Pat Obrien, Jr. Chevrolet, Inc. · Ohio · Retail Trade

$8M in assets, 265 participants

Pat Obrien, Jr. Chevrolet, Inc.'s Pat Obrien Chevrolet 401(k) Plan reported $8M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,306 in Retail Trade (8,414 peers)

Coverage in Ohio

Pat Obrien Chevrolet 401(k) Plan covers 265 participants in Ohio, about 35% of the average Ohio filer (state average ~765 per filing). Assets: $8M.

#5,306
in Retail Trade (8,414 peers)
-15.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pat Obrien Chevrolet 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Pat Obrien Chevrolet 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,636,216 Top 47% higher than 53% of 127,068 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 2023

Pat Obrien Chevrolet 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pat Obrien Chevrolet 401(k) Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pat Obrien Chevrolet 401(k) Plan reported participants rose from 63 in the plan year 2022 filing to 265 in the plan year 2023 filing.
  • Pat Obrien Chevrolet 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Pat Obrien Chevrolet 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 202394972 · Pat Obrien, Jr. Chevrolet, Inc. PY 2023 · 401(k)

Pat Obrien Chevrolet 401(k) Plan · $8M · 265 · 53rd

  • VS-ST $8M
  • BOY 265
  • SCH 53rd
  • EBSA 401(k)
  • PART near Perch 401(k) Plan
  • TYPE ind #5306

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 Ohio →

Pat Obrien Chevrolet 401(k) Plan in the asset neighbourhood

Pat Obrien Chevrolet 401(k) PlanPat Obrien Chevrolet 401(k) …$8MPerch 401(k) Plan$8MTweezerman International 401(k) PlanTweezerman International 401…$8MInnogy E-Mobility US 401(k) Profit Sharing PlanInnogy E-Mobility US 401(k) …$8MGts Technology Solutions, Inc. 401(k) PlanGts Technology Solutions, In…$8M
End-of-year total assets ($M) among Pat Obrien Chevrolet 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN202394972
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pat Obrien, Jr. Chevrolet, Inc.)

Sponsor-wide plan assets over time

All Pat Obrien, Jr. Chevrolet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 25.69757835735586% vs 2022
2023 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 20222023 $6.08M $7.64M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 63 $6M
2023 2 265 $8M

Nearby 401(k) Plans in Ohio

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

Pat Obrien Chevrolet 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Pat Obrien Chevrolet 401(k) Plan, Total assets ($B): 0.007636216 · Participants: 265Pat Obrien Chevrolet 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Pat Obrien Chevrolet 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Pat Obrien Chevrolet 401(k) Plan side-by-side with 3 peers →

Pat Obrien Chevrolet 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Perch 401(k) Plan in DE ($8M); by covered participants it is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pat Obrien Chevrolet 401(k) Plan assets move in 2023? ▼
Pat Obrien Chevrolet 401(k) Plan pulled back noticeably - down 15.0% during 2023, from $9M to $8M. Reported net income was -$1M.
How have Pat Obrien, Jr. Chevrolet, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Pat Obrien, Jr. Chevrolet, Inc.'s sponsor-wide assets grew 25.7%, from $6M to $8M.
Which 401(k) plans are similar in size to Pat Obrien Chevrolet 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perch 401(k) Plan in DE ($8M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Pat Obrien Chevrolet 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202394972.

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.