401(k) · DOL Form 5500 · 2023
Joe Rizza Dealer Group 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 285
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $48,594
- Avg per participant Low balance/head
Official DOL plan name: Rizza Dealer Group Salary Savings Plan · Sponsored by Joe Rizza Dealer Group · Illinois · Retail Trade
$14M in assets, 285 participants
Joe Rizza Dealer Group's Rizza Dealer Group Salary Savings Plan reported $14M in total assets and 285 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #6,423 in Retail Trade (8,414 peers)
Coverage in Illinois
Rizza Dealer Group Salary Savings Plan covers 285 participants in Illinois, about 37% of the average Illinois filer (state average ~779 per filing). Assets: $14M.
- #6,423
- in Retail Trade (8,414 peers)
- +15.6%
- assets growth YoY
Rizza Dealer Group Salary Savings Plan's mid-pack asset rank among Retail Trade and all filers
Rizza Dealer Group Salary Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,849,242 Top 34% higher than 66% 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
Rizza Dealer Group Salary Savings 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. Rizza Dealer Group Salary Savings Plan sits mid-pack in the medium band (285 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rizza Dealer Group Salary Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Rizza Dealer Group Salary Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Rizza Dealer Group Salary Savings Plan reported participants rose from 278 in the plan year 2022 filing to 285 in the plan year 2023 filing.
DOL schedule card
Filing strip 362943945 · Joe Rizza Dealer Group PY 2023 · 401(k)
Rizza Dealer Group Salary Savings Plan · $14M · 285 · 66th
- RANK $14M
- RANK 285
- RANK 66th
- RANK 401(k)
- RANK near Peoples Bank 401(k) Profit Sharing Plan
- RANK ind #6423
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 Illinois →
Rizza Dealer Group Salary Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 362943945 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joe Rizza Dealer Group)
Sponsor-wide plan assets over time
All Joe Rizza Dealer Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 31.232393202812613% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 278 | $12M |
| 2023 | 1 | 285 | $14M |
| 2024 | 1 | 281 | $16M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Rizza Dealer Group Salary Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Peoples Bank 401(k) Profit Sharing Plan in MS ($14M); by covered participants it is Don Miller 401(k) Plan in WI (285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Peoples Bank 401(k) Profit Sharing Plan (MS) $14M · 146
- Gallegos Masonry, Inc. 401(k) Plan (CO) $14M · 169
- Augusta Oncology Associates, P. C. Profit Sharing Plan (GA) $14M · 136
- Inmobi Inc. 401(k) Plan (CA) $14M · 174
Similar participant headcount
Nearest other-state filings by covered participants (285 participants); asset peers above are excluded.
- Don Miller 401(k) Plan (WI) 285 · 0 off
- Basin Electric Power Cooperative Nd/Sd Union 401(k) Plan (ND) 285 · 0 off
- Posit Software 401(k) Plan (MA) 285 · 0 off
- Fiba Tech 401(k) Profit Sharing Plan (MA) 285 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.