401(k) · DOL Form 5500 · 2023

Jeff Belzers Todd Chevrolet, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
235
Participants Below avg headcount
61st
Percentile by assets National rank
$46,616
Avg per participant Low balance/head
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Official DOL plan name: Jeff Belzer 401(k) Plan · Sponsored by Jeff Belzers Todd Chevrolet, Inc. · Minnesota · Retail Trade

$11M in assets, 235 participants

Jeff Belzers Todd Chevrolet, Inc.'s Jeff Belzer 401(k) Plan reported $11M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,017 in Retail Trade (8,414 peers)

Coverage in Minnesota

Jeff Belzer 401(k) Plan covers 235 participants in Minnesota, about 21% of the average Minnesota filer (state average ~1,126 per filing). Assets: $11M.

#6,017
in Retail Trade (8,414 peers)
+26.0%
assets growth YoY

Jeff Belzer 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Jeff Belzer 401(k) Plan vs every filed plan by assets

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

$10,954,696 Top 39% higher than 61% 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

Jeff Belzer 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. Jeff Belzer 401(k) Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeff Belzer 401(k) Plan reported net income rose from -$744K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jeff Belzer 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 411385667 · Jeff Belzers Todd Chevrolet, Inc. PY 2023 · 401(k)

Jeff Belzer 401(k) Plan · $11M · 235 · 61st

  • PART $11M
  • TYPE 235
  • NET 61st
  • BOOK 401(k)
  • VS-ST near Coretelligent LLC 401(k) Profit Sharing Plan and Trust
  • BOY ind #6017

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 →

Jeff Belzer 401(k) Plan in the asset neighbourhood

Jeff Belzer 401(k) Plan$11MCoretelligent LLC 401(k) Profit Sharing Plan and TrustCoretelligent LLC 401(k) Pro…$11MCulligan Southwest, Inc. 401(k) Profit Sharing Plan & TrustCulligan Southwest, Inc. 401…$11MLds Transportation Holdings, LLC Retirement and 401-K Savings PlanLds Transportation Holdings,…$11MConsolidated Aircraft Supply Co., Inc. 401(k) Plan and TrustConsolidated Aircraft Supply…$11M
End-of-year total assets ($M) among Jeff Belzer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN411385667
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jeff Belzers Todd Chevrolet, Inc.)

Sponsor-wide plan assets over time

All Jeff Belzers Todd Chevrolet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 45.201885677088725% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.7M $12.6M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 237 $9M
2023 1 235 $11M
2024 1 251 $13M

Nearby 401(k) Plans in Minnesota

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

Jeff Belzer 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Jeff Belzer 401(k) Plan, Total assets ($B): 0.010954696 · Participants: 235Jeff Belzer 401(k) 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
Jeff Belzer 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Jeff Belzer 401(k) Plan side-by-side with 3 peers →

Jeff Belzer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA ($11M); by covered participants it is Bobcat North America, LLC 401(k) Plan in FL (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Jeff Belzer 401(k) Plan assets move in 2023? ▼
Jeff Belzer 401(k) Plan grew sharply - up 26.0% during 2023, from $9M to $11M. Reported net income was $2M.
How have Jeff Belzers Todd Chevrolet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeff Belzers Todd Chevrolet, Inc.'s sponsor-wide assets grew 45.2%, from $9M to $13M.
Which 401(k) plans are similar in size to Jeff Belzer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA ($11M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Jeff Belzer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC 401(k) Plan in FL (235 participants, $654K 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 411385667.

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.