401(k) · DOL Form 5500 · 2023
Finchey Corporation of California Dba Pacific Bmw 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $109,271
- Avg per participant Below avg balance/head
Official DOL plan name: Pacific Dealership Group Retirement Plan · Sponsored by Finchey Corporation of California Dba Pacific Bmw · California · Retail Trade
$17M in assets, 154 participants
Finchey Corporation of California Dba Pacific Bmw's Pacific Dealership Group Retirement Plan reported $17M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #6,746 in Retail Trade (8,414 peers)
Coverage in California
Pacific Dealership Group Retirement Plan covers 154 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $17M.
- #6,746
- in Retail Trade (8,414 peers)
- +21.8%
- assets growth YoY
Pacific Dealership Group Retirement Plan's outsized position by total assets
Pacific Dealership Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,827,670 Top 31% higher than 69% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pacific Dealership Group Retirement 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. Pacific Dealership Group Retirement Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pacific Dealership Group Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Pacific Dealership Group Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Pacific Dealership Group Retirement Plan reported participants rose from 146 in the plan year 2022 filing to 154 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 953667884 · Finchey Corporation of California Dba Pacific Bmw PY 2023 · 401(k)
Pacific Dealership Group Retirement Plan · $17M · 154 · 69th
- PART $17M
- PART 154
- PART 69th
- PART 401(k)
- PART near The Lead Group of Companies 401(k) Plan
- PART ind #6746
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 →
Pacific Dealership Group Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 953667884 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Finchey Corporation of California Dba Pacific Bmw)
Sponsor-wide plan assets over time
All Finchey Corporation of California Dba Pacific Bmw plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 45.527982647111635% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 146 | $14M |
| 2023 | 1 | 154 | $17M |
| 2024 | 1 | 166 | $20M |
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 $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Pacific Dealership Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Lead Group of Companies 401(k) Plan in MI ($17M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- The Lead Group of Companies 401(k) Plan (MI) $17M · 198
- Ohio Valley Gas Corporation Employees' 401(k) Plan (IN) $17M · 147
- Phillips Nizer LLP 401(k) Savings Plan (NY) $17M · 96
- Cbc U 401(k) Plan (WI) $17M · 727
Similar participant headcount
Nearest other-state filings by covered participants (154 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.