401(k) · DOL Form 5500 · 2023

Serra Automotive, Inc. 401(k) Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
2,073
Participants Near avg headcount
92nd
Percentile by assets National rank
$56,745
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Serra Automotive 401(k) Plan & Trust · Sponsored by Serra Automotive, Inc. · Michigan · Professional & Technical Services

$118M in assets, 2,073 participants

Serra Automotive, Inc.'s Serra Automotive 401(k) Plan & Trust reported $118M in total assets and 2,073 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,993 in Professional & Technical Services (20,321 peers)

Coverage in Michigan

Serra Automotive 401(k) Plan & Trust covers 2,073 participants in Michigan, 3.3x the typical Michigan plan (state average ~638 per filing). Assets: $118M.

#18,993
in Professional & Technical Services (20,321 peers)
+23.5%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Serra Automotive 401(k) Plan & Trust's outsized position by total assets

Serra Automotive 401(k) Plan & Trust vs every filed plan by assets

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

$117,632,290 Top 8% higher than 92% 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

Serra Automotive 401(k) Plan & Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Serra Automotive 401(k) Plan & Trust lands in the large band (2,073 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Serra Automotive 401(k) Plan & Trust reported net income rose from -$12M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Serra Automotive 401(k) Plan & Trust end-of-year assets rose from $95M in the plan year 2022 filing to $118M in the plan year 2023 filing.
  • Serra Automotive 401(k) Plan & Trust reported participants rose from 1,796 in the plan year 2022 filing to 2,073 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 382407959 · Serra Automotive, Inc. PY 2023 · 401(k)

Serra Automotive 401(k) Plan & Trust · $118M · 2,073 · 92nd

  • PART $118M
  • TYPE 2,073
  • NET 92nd
  • BOOK 401(k)
  • VS-ST near Fort Healthcare, Inc. Savings Plan
  • BOY ind #18993

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Serra Automotive 401(k) Plan & Trust in the asset neighbourhood

Soros Fund Management LLC Profit Sharing PlanSoros Fund Management LLC Pr…$118MThe Dunlap & Kyle Co., Inc. Profit Sharing Plan and TrustThe Dunlap & Kyle Co., Inc. …$118MFort Healthcare, Inc. Savings PlanFort Healthcare, Inc. Saving…$118MMedvet, Inc. Employees Savings TrustMedvet, Inc. Employees Savin…$118MSerra Automotive 401(k) Plan & TrustSerra Automotive 401(k) Plan…$118M
End-of-year total assets ($M) among Serra Automotive 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$118M
Net Income$22M
Employer EIN382407959
Plan Effective Date1983-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Serra Automotive, Inc.)

Sponsor-wide plan assets over time

All Serra Automotive, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$151M 58.089505408330766% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $95.3M $151M ▲ +58.1%
Year Plans Participants Total Assets
2022 1 1,796 $95M
2023 1 2,073 $118M
2024 1 2,775 $151M

Nearby 401(k) Plans in Michigan

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

Serra Automotive 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Serra Automotive 401(k) Plan & Trust, Total assets ($B): 0.11763229 · Participants: 2073Serra Automotive 401(k) Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Serra Automotive 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Serra Automotive 401(k) Plan & Trust side-by-side with 3 peers →

Serra Automotive 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Fort Healthcare, Inc. Savings Plan in WI ($118M); by covered participants it is National Seating & Mobility, Inc. 401(k) Plan in TN (2,073 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($118M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,073 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 Serra Automotive 401(k) Plan & Trust assets move in 2023? ▼
Serra Automotive 401(k) Plan & Trust grew sharply - up 23.5% during 2023, from $95M to $118M. Reported net income was $22M.
How have Serra Automotive, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Serra Automotive, Inc.'s sponsor-wide assets grew 58.1%, from $95M to $151M.
Where does Serra Automotive 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Serra Automotive 401(k) Plan & Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Serra Automotive 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fort Healthcare, Inc. Savings Plan in WI ($118M, 843 participants).
Which 401(k) plans cover a similar participant headcount to Serra Automotive 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is National Seating & Mobility, Inc. 401(k) Plan in TN (2,073 participants, $77M 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 382407959.

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.