401(k) · DOL Form 5500 · 2023

Lockhart Automotive Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
138
Participants Small participant base
47th
Percentile by assets National rank
$41,069
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lockhart Automotive Group 401(k) Profit Sharing Plan · Sponsored by Lockhart Automotive Group, Inc. · Indiana · Retail Trade

$6M in assets, 138 participants

Lockhart Automotive Group, Inc.'s Lockhart Automotive Group 401(k) Profit Sharing Plan reported $6M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #4,807 in Retail Trade (8,414 peers)

Coverage in Indiana

Lockhart Automotive Group 401(k) Profit Sharing Plan covers 138 participants in Indiana, about 26% of the average Indiana filer (state average ~541 per filing). Assets: $6M.

#4,807
in Retail Trade (8,414 peers)
+14.8%
assets growth YoY

Lockhart Automotive Group 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Lockhart Automotive Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,667,574 47th percentile higher than 47% 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

Lockhart Automotive Group 401(k) Profit Sharing 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. Lockhart Automotive Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lockhart Automotive Group 401(k) Profit Sharing Plan reported net income rose from -$605K in the plan year 2022 filing to $694K in the plan year 2023 filing.
  • Lockhart Automotive Group 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lockhart Automotive Group 401(k) Profit Sharing Plan reported participants fell from 156 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351284797 · Lockhart Automotive Group, Inc. PY 2023 · 401(k)

Lockhart Automotive Group 401(k) Profit Sharing Plan · $6M · 138 · 47th

  • BOY $6M
  • SCH 138
  • EBSA 47th
  • PART 401(k)
  • TYPE near St. Louis Composting Inc. 401(k) Profit Sharing Plan & Trust
  • NET ind #4807

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 Indiana →

Lockhart Automotive Group 401(k) Profit Sharing Plan in the asset neighbourhood

Lockhart Automotive Group 401(k) Profit Sharing PlanLockhart Automotive Group 40…$6MSt. Louis Composting Inc. 401(k) Profit Sharing Plan & TrustSt. Louis Composting Inc. 40…$6MQualified Plan Advisors Pooled Employer PlanQualified Plan Advisors Pool…$6MOnion, Inc. Savings & Retirement PlanOnion, Inc. Savings & Retire…$6MMeltric Corporation 401(k) PlanMeltric Corporation 401(k) P…$6M
End-of-year total assets ($M) among Lockhart Automotive Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$694K
Employer EIN351284797
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lockhart Automotive Group, Inc.)

Sponsor-wide plan assets over time

All Lockhart Automotive Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 34.8737038710942% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.94M $6.66M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 156 $5M
2023 1 138 $6M
2024 1 155 $7M

Nearby 401(k) Plans in Indiana

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

Lockhart Automotive Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Lockhart Automotive Group 401(k) Profit Sharing Plan, Total assets ($B): 0.005667574 · Participants: 138Lockhart Automotive Group 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Lockhart Automotive Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Lockhart Automotive Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is St. Louis Composting Inc. 401(k) Profit Sharing Plan & Trust in MO ($6M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Lockhart Automotive Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Lockhart Automotive Group 401(k) Profit Sharing Plan grew at a solid clip - up 14.8% during 2023, from $5M to $6M. Reported net income was $694K.
How have Lockhart Automotive Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lockhart Automotive Group, Inc.'s sponsor-wide assets grew 34.9%, from $5M to $7M.
Which 401(k) plans are similar in size to Lockhart Automotive Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is St. Louis Composting Inc. 401(k) Profit Sharing Plan & Trust in MO ($6M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Lockhart Automotive Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 351284797.

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.