401(k) · DOL Form 5500 · 2023
Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $79,227
- Avg per participant Below avg balance/head
Official DOL plan name: Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan · Sponsored by Dave Syverson Ford, Lincoln, Mercury, Inc. · Minnesota · Retail Trade
$11M in assets, 143 participants
Dave Syverson Ford, Lincoln, Mercury, Inc.'s Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan reported $11M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #6,085 in Retail Trade (8,414 peers)
Coverage in Minnesota
Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan covers 143 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $11M.
- #6,085
- in Retail Trade (8,414 peers)
- +16.2%
- assets growth YoY
Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan's mid-pack asset rank among Retail Trade and all filers
Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,329,521 Top 39% higher than 61% 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
Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement 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. Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan reported participants rose from 129 in the plan year 2022 filing to 143 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 410912583 · Dave Syverson Ford, Lincoln, Mercury, Inc. PY 2023 · 401(k)
Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan · $11M · 143 · 61st
- PHOTO $11M
- PHOTO 143
- PHOTO 61st
- PHOTO 401(k)
- PHOTO near Ralph G. Degli Obizzi & Sons, Inc. 401(k) Retirement Plan
- PHOTO ind #6085
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 Minnesota →
Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 410912583 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dave Syverson Ford, Lincoln, Mercury, Inc.)
Sponsor-wide plan assets over time
All Dave Syverson Ford, Lincoln, Mercury, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 36.38504301420407% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $10M |
| 2023 | 1 | 143 | $11M |
| 2024 | 1 | 138 | $13M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Ralph G. Degli Obizzi & Sons, Inc. 401(k) Retirement Plan in DE ($11M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Ralph G. Degli Obizzi & Sons, Inc. 401(k) Retirement Plan (DE) $11M · 103
- Maine Trust 401(k) Plan (ME) $11M · 363
- Rivervest Venture Management, LLC Profit Sharing Plan (MO) $11M · 14
- Madison Logic 401(k) Plan (NY) $11M · 208
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- Precision International Automotive Products Inc. 401 (K) Plan (NY) 143 · 0 off
- Hight Enterprises, Ltd 401(k) Savings Plan (CO) 143 · 0 off
- Energy Vault 401(k) Plan (CA) 143 · 0 off
- Corner Pantry 401(k) Plan (SC) 143 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.