401(k) · DOL Form 5500 · 2023

Apple Valley Ford, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
504
Participants Below avg headcount
78th
Percentile by assets National rank
$56,314
Avg per participant Low balance/head
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Official DOL plan name: Apple Valley Ford Retirement Savings Plan · Sponsored by Apple Valley Ford, Inc. · Minnesota · Retail Trade

$28M in assets, 504 participants

Apple Valley Ford, Inc.'s Apple Valley Ford Retirement Savings Plan reported $28M in total assets and 504 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #7,318 in Retail Trade (8,414 peers)

Coverage in Minnesota

Apple Valley Ford Retirement Savings Plan covers 504 participants in Minnesota, about 45% of the average Minnesota filer (state average ~1,126 per filing). Assets: $28M.

#7,318
in Retail Trade (8,414 peers)
+30.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Apple Valley Ford Retirement Savings Plan's outsized position by total assets

Apple Valley Ford Retirement Savings Plan vs every filed plan by assets

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

$28,382,019 Top 22% higher than 78% 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

Apple Valley Ford Retirement Savings 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. Apple Valley Ford Retirement Savings Plan sits mid-pack in the medium band (504 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apple Valley Ford Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Apple Valley Ford Retirement Savings Plan end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Apple Valley Ford Retirement Savings Plan reported participants rose from 478 in the plan year 2022 filing to 504 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411717918 · Apple Valley Ford, Inc. PY 2023 · 401(k)

Apple Valley Ford Retirement Savings Plan · $28M · 504 · 78th

  • EIN $28M
  • RANK 504
  • PHOTO 78th
  • IND 401(k)
  • EOY near Clearchoice Dental Implant Centers 401(k) Profit Sharing Plan and Trust
  • 5500 ind #7318

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 Minnesota →

Apple Valley Ford Retirement Savings Plan in the asset neighbourhood

Rausch Coleman Homes Retirement Savings PlanRausch Coleman Homes Retirem…$28MApple Valley Ford Retirement Savings PlanApple Valley Ford Retirement…$28MClearchoice Dental Implant Centers 401(k) Profit Sharing Plan and TrustClearchoice Dental Implant C…$28MPersonalis, Inc. 401(k) Profit Sharing Plan and TrustPersonalis, Inc. 401(k) Prof…$28MMorrison Hershfield Corporation 401(k) PlanMorrison Hershfield Corporat…$28M
End-of-year total assets ($M) among Apple Valley Ford Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$7M
Employer EIN411717918
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apple Valley Ford, Inc.)

Sponsor-wide plan assets over time

All Apple Valley Ford, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 55.75393728619669% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $21.8M $33.9M ▲ +55.8%
Year Plans Participants Total Assets
2022 1 478 $22M
2023 1 504 $28M
2024 1 534 $34M

Nearby 401(k) Plans in Minnesota

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

Apple Valley Ford Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Apple Valley Ford Retirement Savings Plan, Total assets ($B): 0.028382019 · Participants: 504Apple Valley Ford Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Apple Valley Ford Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Apple Valley Ford Retirement Savings Plan side-by-side with 3 peers →

Apple Valley Ford Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Clearchoice Dental Implant Centers 401(k) Profit Sharing Plan and Trust in CO ($28M); by covered participants it is The Inform Diagnostics, Inc. 401(k) Plan in TX (504 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (504 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 Apple Valley Ford Retirement Savings Plan assets move in 2023? ▼
Apple Valley Ford Retirement Savings Plan surged - up 30.3% during 2023, from $22M to $28M. Reported net income was $7M.
How have Apple Valley Ford, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apple Valley Ford, Inc.'s sponsor-wide assets grew 55.8%, from $22M to $34M.
Where does Apple Valley Ford Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Apple Valley Ford Retirement Savings Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Apple Valley Ford Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clearchoice Dental Implant Centers 401(k) Profit Sharing Plan and Trust in CO ($28M, 554 participants).
Which 401(k) plans cover a similar participant headcount to Apple Valley Ford Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Inform Diagnostics, Inc. 401(k) Plan in TX (504 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 411717918.

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.