401(k) · DOL Form 5500 · 2023

Grace Wins, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
94
Participants Small participant base
51st
Percentile by assets National rank
$73,072
Avg per participant Below avg balance/head
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Official DOL plan name: Lexus of Wesley Chapel 401(k) Plan · Sponsored by Grace Wins, LLC · Florida · Retail Trade

$7M in assets, 94 participants

Grace Wins, LLC's Lexus of Wesley Chapel 401(k) Plan reported $7M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,119 in Retail Trade (8,414 peers)

Grace Wins, LLC multi-year trail

Grace Wins, LLC's plans moved +42.3% in assets from 2022 to 2024; this filing shows Lexus of Wesley Chapel 401(k) Plan at $7M / 94 participants.

#5,119
in Retail Trade (8,414 peers)
+24.2%
assets growth YoY

Lexus of Wesley Chapel 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Lexus of Wesley Chapel 401(k) Plan vs every filed plan by assets

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

$6,868,745 Top 49% higher than 51% 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

Lexus of Wesley Chapel 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. Lexus of Wesley Chapel 401(k) Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lexus of Wesley Chapel 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lexus of Wesley Chapel 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Lexus of Wesley Chapel 401(k) Plan reported participants fell from 95 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 812735016 · Grace Wins, LLC PY 2023 · 401(k)

Lexus of Wesley Chapel 401(k) Plan · $7M · 94 · 51st

  • IND $7M
  • IND 94
  • IND 51st
  • IND 401(k)
  • IND near Evergreen Retirement Plan and Trust
  • IND ind #5119

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 Florida →

Lexus of Wesley Chapel 401(k) Plan in the asset neighbourhood

Lexus of Wesley Chapel 401(k) PlanLexus of Wesley Chapel 401(k…$7MEvergreen Retirement Plan and TrustEvergreen Retirement Plan an…$7MAllegheny Health Network Home Medical Equipment 401(k) ProfitAllegheny Health Network Hom…$7MFederated Wireless, Inc. 401(k) PlanFederated Wireless, Inc. 401…$7MElevate Services 401(k) Plan$7M
End-of-year total assets ($M) among Lexus of Wesley Chapel 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Grace Wins, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Grace Wins, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 42.28511697945085% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.53M $7.87M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 95 $6M
2023 1 94 $7M
2024 1 101 $8M

Grace Wins, LLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN812735016
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Lexus of Wesley Chapel 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Lexus of Wesley Chapel 401(k) Plan, Total assets ($B): 0.006868745 · Participants: 94Lexus of Wesley Chapel 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Lexus of Wesley Chapel 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Lexus of Wesley Chapel 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Evergreen Retirement Plan and Trust in WA ($7M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Lexus of Wesley Chapel 401(k) Plan assets move in 2023?
Lexus of Wesley Chapel 401(k) Plan grew sharply - up 24.2% during 2023, from $6M to $7M. Reported net income was $1M.
How have Grace Wins, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Grace Wins, LLC's sponsor-wide assets grew 42.3%, from $6M to $8M.
Which 401(k) plans are similar in size to Lexus of Wesley Chapel 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Evergreen Retirement Plan and Trust in WA ($7M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Lexus of Wesley Chapel 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M in assets).