401(k) · DOL Form 5500 · 2023

Menholt Automotive Group 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
413
Participants Below avg headcount
70th
Percentile by assets National rank
$42,149
Avg per participant Low balance/head
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Official DOL plan name: Menholt Automotive Group 401(k) Plan · Sponsored by Menholt Automotive Group · Montana · Retail Trade

$17M in assets, 413 participants

Menholt Automotive Group's Menholt Automotive Group 401(k) Plan reported $17M in total assets and 413 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,789 in Retail Trade (8,414 peers)

Menholt Automotive Group multi-year trail

Menholt Automotive Group's plans moved +57.2% in assets from 2022 to 2024; this filing shows Menholt Automotive Group 401(k) Plan at $17M / 413 participants.

#6,789
in Retail Trade (8,414 peers)
+23.7%
assets growth YoY

Menholt Automotive Group 401(k) Plan's outsized position by total assets

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

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

$17,407,336 Top 30% higher than 70% 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

Menholt Automotive Group 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. Menholt Automotive Group 401(k) Plan sits mid-pack in the medium band (413 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Menholt Automotive Group 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Menholt Automotive Group 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Menholt Automotive Group 401(k) Plan reported participants rose from 396 in the plan year 2022 filing to 413 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810449357 · Menholt Automotive Group PY 2023 · 401(k)

Menholt Automotive Group 401(k) Plan · $17M · 413 · 70th

  • RANK $17M
  • RANK 413
  • RANK 70th
  • RANK 401(k)
  • RANK near Gossamer Bio 401(k) Plan
  • RANK ind #6789

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 Montana →

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

Menholt Automotive Group 401(k) PlanMenholt Automotive Group 401…$17MGossamer Bio 401(k) Plan$17MStein Eriksen Lodge 401(k) Retirement Savings PlanStein Eriksen Lodge 401(k) R…$17MInternational Gourmet Foods, Inc. Employees' 401(k) Profit Sharing PlanInternational Gourmet Foods,…$17MSt. Joseph's Health Services, Inc. 401(k) PlanSt. Joseph's Health Services…$17M
End-of-year total assets ($M) among Menholt Automotive Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Menholt Automotive Group multi-year asset trail

Sponsor-wide plan assets over time

All Menholt Automotive Group plans reported in each filing year

Latest sponsor-wide plan assets
$22M 57.2268977785332% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.1M $22.1M ▲ +57.3%
Year Plans Participants Total Assets
2022 1 396 $14M
2023 1 413 $17M
2024 1 471 $22M

Menholt Automotive Group filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN810449357
Plan Effective Date1959-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Menholt Automotive Group 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600 Total assets ($M) Participants Menholt Automotive Group 401(k) Plan, Total assets ($M): 17.407336 · Participants: 413Menholt Automotive Group 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Menholt Automotive Group 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Menholt Automotive Group 401(k) Plan side-by-side with 3 peers →

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

Outside Montana, the nearest 401(k) by assets is Gossamer Bio 401(k) Plan in CA ($17M); by covered participants it is Bmac Retirement Plan in AZ (413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (413 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 Menholt Automotive Group 401(k) Plan assets move in 2023? ▼
Menholt Automotive Group 401(k) Plan grew sharply - up 23.7% during 2023, from $14M to $17M. Reported net income was $3M.
How have Menholt Automotive Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Menholt Automotive Group's sponsor-wide assets grew 57.2%, from $14M to $22M.
Which 401(k) plans are similar in size to Menholt Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gossamer Bio 401(k) Plan in CA ($17M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Menholt Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bmac Retirement Plan in AZ (413 participants, $6M 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 810449357.

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.