401(k) · DOL Form 5500 · 2023

Wellesley Volkswagen, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
571
Participants Below avg headcount
67th
Percentile by assets National rank
$25,848
Avg per participant Low balance/head
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Official DOL plan name: Colonial Automotive Group 401(k) Plan · Sponsored by Wellesley Volkswagen, Inc. · Massachusetts · Retail Trade

$15M in assets, 571 participants

Wellesley Volkswagen, Inc.'s Colonial Automotive Group 401(k) Plan reported $15M in total assets and 571 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,514 in Retail Trade (8,414 peers)

Wellesley Volkswagen, Inc. multi-year trail

Wellesley Volkswagen, Inc.'s plans moved +34.8% in assets from 2022 to 2024; this filing shows Colonial Automotive Group 401(k) Plan at $15M / 571 participants.

#6,514
in Retail Trade (8,414 peers)
+23.4%
assets growth YoY

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

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

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

$14,759,208 Top 33% higher than 67% 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

Colonial 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. Colonial Automotive Group 401(k) Plan sits mid-pack in the medium band (571 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Colonial Automotive Group 401(k) Plan reported net income rose from -$870K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Colonial Automotive Group 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Colonial Automotive Group 401(k) Plan reported participants rose from 556 in the plan year 2022 filing to 571 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042462613 · Wellesley Volkswagen, Inc. PY 2023 · 401(k)

Colonial Automotive Group 401(k) Plan · $15M · 571 · 67th

  • EBSA $15M
  • PART 571
  • TYPE 67th
  • NET 401(k)
  • BOOK near Jpl Video Productions, Inc. 401(k) Plan
  • VS-ST ind #6514

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 Massachusetts →

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

Colonial Automotive Group 401(k) PlanColonial Automotive Group 40…$15MJpl Video Productions, Inc. 401(k) PlanJpl Video Productions, Inc. …$15MDel Amo Construction, LLC 401(k) PlanDel Amo Construction, LLC 40…$15MSchultz-Levin 401(k) Plan$15MCharles Seligman Distributing Co. Savings & Retirement PlanCharles Seligman Distributin…$15M
End-of-year total assets ($M) among Colonial Automotive Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wellesley Volkswagen, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wellesley Volkswagen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 34.802194137959255% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12M $16.1M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 556 $12M
2023 1 571 $15M
2024 1 613 $16M

Wellesley Volkswagen, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN042462613
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Colonial Automotive Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Colonial Automotive Group 401(k) Plan, Total assets ($B): 0.014759208 · Participants: 571Colonial Automotive Group 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Colonial Automotive Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Colonial Automotive Group 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Jpl Video Productions, Inc. 401(k) Plan in PA ($15M); by covered participants it is Skybeam, LLC Dba Rise Broadband 401(k) Plan in CO (571 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (571 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 Colonial Automotive Group 401(k) Plan assets move in 2023? ▼
Colonial Automotive Group 401(k) Plan grew sharply - up 23.4% during 2023, from $12M to $15M. Reported net income was $3M.
How have Wellesley Volkswagen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellesley Volkswagen, Inc.'s sponsor-wide assets grew 34.8%, from $12M to $16M.
Which 401(k) plans are similar in size to Colonial Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jpl Video Productions, Inc. 401(k) Plan in PA ($15M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Colonial Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skybeam, LLC Dba Rise Broadband 401(k) Plan in CO (571 participants, $9M 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 042462613.

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.