Profit Sharing · DOL Form 5500 · 2023

Dougherty Auto Sales, Inc. Profit Sharing Plan

Data updated 2026-08-25

$412K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$205,959
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dougherty Auto Sales, Inc. Retirement Plan · Sponsored by Dougherty Auto Sales, Inc. · Pennsylvania · Retail Trade

$412K in assets, 2 participants

Dougherty Auto Sales, Inc.'s Dougherty Auto Sales, Inc. Retirement Plan reported $412K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,232 in Retail Trade (8,414 peers)

Dougherty Auto Sales, Inc. multi-year trail

Dougherty Auto Sales, Inc.'s plans moved -17.9% in assets from 2022 to 2024; this filing shows Dougherty Auto Sales, Inc. Retirement Plan at $412K / 2 participants.

#2,232
in Retail Trade (8,414 peers)
-8.9%
assets change YoY

The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dougherty Auto Sales, Inc. Retirement Plan among the smaller filed plans by assets

Dougherty Auto Sales, Inc. Retirement Plan vs every filed plan by assets

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

$411,917 16th percentile higher than 16% 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

Dougherty Auto Sales, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dougherty Auto Sales, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dougherty Auto Sales, Inc. Retirement Plan reported net income rose from -$81K in the plan year 2022 filing to -$40K in the plan year 2023 filing.
  • Dougherty Auto Sales, Inc. Retirement Plan end-of-year assets fell from $452K in the plan year 2022 filing to $412K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232855142 · Dougherty Auto Sales, Inc. PY 2023 · Profit Sharing

Dougherty Auto Sales, Inc. Retirement Plan · $412K · 2 · 16th

  • VS-ST $412K
  • VS-ST 2
  • VS-ST 16th
  • VS-ST Profit Sharing
  • VS-ST near Stephanie Younger Group, Inc. Profit Sharing Plan
  • VS-ST ind #2232

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 Pennsylvania →

Dougherty Auto Sales, Inc. Retirement Plan in the asset neighbourhood

Dougherty Auto Sales, Inc. Retirement PlanDougherty Auto Sales, Inc. R…$412KStephanie Younger Group, Inc. Profit Sharing PlanStephanie Younger Group, Inc…$412KIthaca Group Inc. Retirement PlanIthaca Group Inc. Retirement…$412KCross Valley, Inc. Retirement PlanCross Valley, Inc. Retiremen…$412KJfmly Investments, Inc. Retirement PlanJfmly Investments, Inc. Reti…$412K
End-of-year total assets ($M) among Dougherty Auto Sales, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Dougherty Auto Sales, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dougherty Auto Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$371K 17.90334569201228% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M 202220232024 $0.45M $0.37M ▼ -17.8%
Year Plans Participants Total Assets
2022 1 2 $452K
2023 1 2 $412K
2024 1 2 $371K

Dougherty Auto Sales, Inc. filing trail (2023)

Total Assets (Beginning of Year)$452K
Net Assets (End of Year)$412K
Net Income-$40K
Employer EIN232855142
Plan Effective Date2012-05-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Dougherty Auto Sales, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Dougherty Auto Sales, Inc. Retirement Plan, Total assets ($B): 0.000411917 · Participants: 2Dougherty Auto Sales, Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Dougherty Auto Sales, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Dougherty Auto Sales, Inc. Retirement Plan side-by-side with 3 peers →

Dougherty Auto Sales, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Stephanie Younger Group, Inc. Profit Sharing Plan in CA ($412K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($412K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Dougherty Auto Sales, Inc. Retirement Plan assets move in 2023? ▼
Dougherty Auto Sales, Inc. Retirement Plan pulled back noticeably - down 8.9% during 2023, from $452K to $412K. Reported net income was -$40K.
How have Dougherty Auto Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dougherty Auto Sales, Inc.'s sponsor-wide assets declined 17.9%, from $452K to $371K.
Where does Dougherty Auto Sales, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Dougherty Auto Sales, Inc. Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Dougherty Auto Sales, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Stephanie Younger Group, Inc. Profit Sharing Plan in CA ($412K, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Dougherty Auto Sales, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 232855142.

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.