401(k) · DOL Form 5500 · 2023
Berkshire Hathaway Automotive Inc. 401(k) Plan
Data updated 2026-08-25
- $423M
- Total assets Above avg plan size
- 9,690
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $43,638
- Avg per participant Low balance/head
Official DOL plan name: The 401(k) Savings Plan · Sponsored by Berkshire Hathaway Automotive Inc. · Texas · Retail Trade
$423M in assets, 9,690 participants
Berkshire Hathaway Automotive Inc.'s The 401(k) Savings Plan reported $423M in total assets and 9,690 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,263 in Retail Trade (8,414 peers)
Coverage in Texas
The 401(k) Savings Plan covers 9,690 participants in Texas, 14x the typical Texas plan (state average ~688 per filing). Assets: $423M.
- #8,263
- in Retail Trade (8,414 peers)
- +20.0%
- assets growth YoY
- 4.2×
- vs typical plan assets (national mean)
The 401(k) Savings Plan's outsized position by total assets
The 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$422,853,737 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The 401(k) Savings Plan'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. The 401(k) Savings Plan lands in the large band (9,690 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The 401(k) Savings Plan reported net income rose from -$66M in the plan year 2022 filing to $71M in the plan year 2023 filing.
- The 401(k) Savings Plan end-of-year assets rose from $352M in the plan year 2022 filing to $423M in the plan year 2023 filing.
- The 401(k) Savings Plan reported participants rose from 9,426 in the plan year 2022 filing to 9,690 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 472124505 · Berkshire Hathaway Automotive Inc. PY 2023 · 401(k)
The 401(k) Savings Plan · $423M · 9,690 · 97th
- PCT $423M
- PCT 9,690
- PCT 97th
- PCT 401(k)
- PCT near Acce Benefit Trust Profit Sharing Plan
- PCT ind #8263
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 Texas →
The 401(k) Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $352M |
|---|---|
| Net Assets (End of Year) | $423M |
| Net Income | $71M |
| Employer EIN | 472124505 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berkshire Hathaway Automotive Inc.)
Sponsor-wide plan assets over time
All Berkshire Hathaway Automotive Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $472M 34.07531043108893% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,426 | $352M |
| 2023 | 1 | 9,690 | $423M |
| 2024 | 1 | 9,956 | $472M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for The 401(k) Savings Plan
The 401(k) Savings Plan reports $423M in end-of-year assets across 9,690 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $43,638 per participant (32% of the national average assets-per-participant) . Net income for plan year 2023 was $71M.
This plan identity (EIN 472124505, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $352M to $472M (+34.1%) while covered participants moved from 9,426 to 9,956 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,426 | $352M | Open filing |
| 2023 | 9,690 | $423M | This page |
| 2024 · index core | 9,956 | $472M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The 401(k) Savings Plan (401(k), $472M, 9,956 participants)
The 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Acce Benefit Trust Profit Sharing Plan in VA ($423M); by covered participants it is Retirement Savings Plan for Employees of Continental-Rubber in SC (9,691 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($423M here).
- Acce Benefit Trust Profit Sharing Plan (VA) $423M · 3,065
- Lineage Logistics 401(k) Plan (MI) $423M · 8,142
- Molson Coors Consolidated Retirement and Thrift Savings Plan (WI) $423M · 1,960
- Alkermes, Inc. 401(k) Retirement Savings Plan (MA) $423M · 1,808
Similar participant headcount
Nearest other-state filings by covered participants (9,690 participants); asset peers above are excluded.
- Retirement Savings Plan for Employees of Continental-Rubber (SC) 9,691 · 1 off
- Uc Health 401(k) Retirement Savings Plan (OH) 9,699 · 9 off
- Wynn Resorts, Limited 401(k) Plan (NV) 9,651 · 39 off
- Marsh & Mclennan Agency 401(k) Savings & Investment Plan (NY) 9,739 · 49 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.