401(k) · DOL Form 5500 · 2023

Cu Dealer Direct LLC 401(k) Plan

Data updated 2026-08-25

$903K
Total assets Small plan by assets
11
Participants Small participant base
23rd
Percentile by assets National rank
$82,078
Avg per participant Below avg balance/head
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Official DOL plan name: Cu Dealer Direct 401(k) Plan · Sponsored by Cu Dealer Direct LLC · Washington · Finance & Insurance

$903K in assets, 11 participants

Cu Dealer Direct LLC's Cu Dealer Direct 401(k) Plan reported $903K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,278 in Finance & Insurance (8,869 peers)

2023 asset change

Cu Dealer Direct 401(k) Plan grew sharply 23.9% in 2023 ($729K → $903K) for 11 participants.

#1,278
in Finance & Insurance (8,869 peers)
+23.9%
assets growth YoY

Cu Dealer Direct 401(k) Plan among the smaller filed plans by assets

Cu Dealer Direct 401(k) Plan vs every filed plan by assets

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

$902,855 23rd percentile higher than 23% 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

Cu Dealer Direct 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cu Dealer Direct 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cu Dealer Direct 401(k) Plan reported net income rose from -$59K in the plan year 2022 filing to $174K in the plan year 2023 filing.
  • Cu Dealer Direct 401(k) Plan end-of-year assets rose from $729K in the plan year 2022 filing to $903K in the plan year 2023 filing.
  • Cu Dealer Direct 401(k) Plan reported participants rose from 10 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 912092838 · Cu Dealer Direct LLC PY 2023 · 401(k)

Cu Dealer Direct 401(k) Plan · $903K · 11 · 23rd

  • PART $903K
  • PART 11
  • PART 23rd
  • PART 401(k)
  • PART near Germantown Plantation Ret Comm 401(k) Profit Sharing Plan & Trust
  • PART ind #1278

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 Finance & Insurance retirement plans → · Plans in Washington →

Cu Dealer Direct 401(k) Plan in the asset neighbourhood

Cu Dealer Direct 401(k) Plan$903KGermantown Plantation Ret Comm 401(k) Profit Sharing Plan & TrustGermantown Plantation Ret Co…$903KTaqueria Los Gallos Express 401(k) PlanTaqueria Los Gallos Express …$903KWilliams & Son Painting and Decorating, Inc. 401(k) Profit Sharing PlanWilliams & Son Painting and …$903KHalo Radius Solo 401(k)$903K
End-of-year total assets ($M) among Cu Dealer Direct 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cu Dealer Direct LLC years around the 2023 move

Sponsor-wide plan assets over time

All Cu Dealer Direct LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M 202220232024 $0.73M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 10 $729K
2023 1 11 $903K
2024 1 N/A N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$729K
Net Assets (End of Year)$903K
Net Income$174K
Employer EIN912092838
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Cu Dealer Direct 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Cu Dealer Direct 401(k) Plan, Total assets ($B): 0.000902855 · Participants: 11Cu Dealer Direct 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Cu Dealer Direct 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Cu Dealer Direct 401(k) Plan side-by-side with 3 peers →

Cu Dealer Direct 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Germantown Plantation Ret Comm 401(k) Profit Sharing Plan & Trust in TN ($903K); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Cu Dealer Direct 401(k) Plan assets move in 2023? ▼
Cu Dealer Direct 401(k) Plan grew sharply - up 23.9% during 2023, from $729K to $903K. Reported net income was $174K.
Where does Cu Dealer Direct 401(k) Plan rank by assets among Form 5500 filers? ▼
Cu Dealer Direct 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Cu Dealer Direct 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Germantown Plantation Ret Comm 401(k) Profit Sharing Plan & Trust in TN ($903K, 28 participants).
Which 401(k) plans cover a similar participant headcount to Cu Dealer Direct 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 912092838.

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.