401(k) · DOL Form 5500 · 2023

Heiser Ford, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
238
Participants Below avg headcount
65th
Percentile by assets National rank
$55,413
Avg per participant Low balance/head
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Official DOL plan name: Heiser Automobile Dealerships 401(k) Profit Sharing Plan · Sponsored by Heiser Ford, Inc. · Wisconsin · Retail Trade

$13M in assets, 238 participants

Heiser Ford, Inc.'s Heiser Automobile Dealerships 401(k) Profit Sharing Plan reported $13M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,328 in Retail Trade (8,414 peers)

Coverage in Wisconsin

Heiser Automobile Dealerships 401(k) Profit Sharing Plan covers 238 participants in Wisconsin, about 42% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#6,328
in Retail Trade (8,414 peers)
+24.4%
assets growth YoY

Heiser Automobile Dealerships 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Heiser Automobile Dealerships 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,188,261 Top 35% higher than 65% 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

Heiser Automobile Dealerships 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. Heiser Automobile Dealerships 401(k) Profit Sharing Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heiser Automobile Dealerships 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Heiser Automobile Dealerships 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Heiser Automobile Dealerships 401(k) Profit Sharing Plan reported participants fell from 284 in the plan year 2022 filing to 238 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391181428 · Heiser Ford, Inc. PY 2023 · 401(k)

Heiser Automobile Dealerships 401(k) Profit Sharing Plan · $13M · 238 · 65th

  • VS-ST $13M
  • VS-ST 238
  • VS-ST 65th
  • VS-ST 401(k)
  • VS-ST near Benton Foundry, Inc Employee Savings & Retirement Plan
  • VS-ST ind #6328

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 Wisconsin →

Heiser Automobile Dealerships 401(k) Profit Sharing Plan in the asset neighbourhood

Heiser Automobile Dealerships 401(k) Profit Sharing PlanHeiser Automobile Dealership…$13MBenton Foundry, Inc Employee Savings & Retirement PlanBenton Foundry, Inc Employee…$13MJd.Com American Technologies Corporation 401(k) PlanJd.Com American Technologies…$13MIntermed Profit Sharing and 401(k) PlanIntermed Profit Sharing and …$13MConsortium Health Plans, Inc. 401(k) PlanConsortium Health Plans, Inc…$13M
End-of-year total assets ($M) among Heiser Automobile Dealerships 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN391181428
Plan Effective Date1990-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heiser Ford, Inc.)

Sponsor-wide plan assets over time

All Heiser Ford, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 22.474642784661334% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.6M $13M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 284 $11M
2023 1 238 $13M
2024 1 254 $13M

Nearby 401(k) Plans in Wisconsin

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

Heiser Automobile Dealerships 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Heiser Automobile Dealerships 401(k) Profit Sharing Plan, Total assets ($B): 0.013188261 · Participants: 238Heiser Automobile Dealerships 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Heiser Automobile Dealerships 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Heiser Automobile Dealerships 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heiser Automobile Dealerships 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Benton Foundry, Inc Employee Savings & Retirement Plan in PA ($13M); by covered participants it is Idn Global, Inc. 401(k) Plan in MI (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Heiser Automobile Dealerships 401(k) Profit Sharing Plan assets move in 2023? ▼
Heiser Automobile Dealerships 401(k) Profit Sharing Plan grew sharply - up 24.4% during 2023, from $11M to $13M. Reported net income was $3M.
How have Heiser Ford, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heiser Ford, Inc.'s sponsor-wide assets grew 22.5%, from $11M to $13M.
Which 401(k) plans are similar in size to Heiser Automobile Dealerships 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Benton Foundry, Inc Employee Savings & Retirement Plan in PA ($13M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Heiser Automobile Dealerships 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idn Global, Inc. 401(k) Plan in MI (238 participants, $25M 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 391181428.

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.