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
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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

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

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.

See the national 2022→2023 release diff →

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

Pacific Dealership Group Retirement PlanPacific Dealership Group Ret…$17MThe Lead Group of Companies 401(k) PlanThe Lead Group of Companies …$17MOhio Valley Gas Corporation Employees' 401(k) PlanOhio Valley Gas Corporation …$17MPhillips Nizer LLP 401(k) Savings PlanPhillips Nizer LLP 401(k) Sa…$17MCbc U 401(k) Plan$17M
End-of-year total assets ($M) among Pacific Dealership Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN953667884
Plan Effective Date1985-07-01
Filing StatusFILING 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
$12M$14M$16M$18M$20M$22M 202220232024 $13.8M $20.1M ▲ +45.5%
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.

Pacific Dealership Group Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pacific Dealership Group Retirement Plan, Total assets ($B): 0.01682767 · Participants: 154Pacific Dealership Group Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Pacific Dealership Group Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

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).

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.

Frequently Asked Questions

How did Pacific Dealership Group Retirement Plan assets move in 2023?
Pacific Dealership Group Retirement Plan grew sharply - up 21.8% during 2023, from $14M to $17M. Reported net income was $3M.
How have Finchey Corporation of California Dba Pacific Bmw plan assets changed over time?
Across 3 plan years on file (2022-2024), Finchey Corporation of California Dba Pacific Bmw's sponsor-wide assets grew 45.5%, from $14M to $20M.
Which 401(k) plans are similar in size to Pacific Dealership Group Retirement Plan?
Among 401(k) plans in other states, the closest by assets is The Lead Group of Companies 401(k) Plan in MI ($17M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Pacific Dealership Group Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (154 participants, $1M in assets).