401(k) · DOL Form 5500 · 2023

Uebelhor and Sons Chevrolet 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
101
Participants Small participant base
58th
Percentile by assets National rank
$98,572
Avg per participant Below avg balance/head
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Official DOL plan name: Uebelhor and Sons Chevrolet 401(k) Plan · Sponsored by Uebelhor and Sons Chevrolet · Indiana · Retail Trade

$10M in assets, 101 participants

Uebelhor and Sons Chevrolet's Uebelhor and Sons Chevrolet 401(k) Plan reported $10M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,830 in Retail Trade (8,414 peers)

Coverage in Indiana

Uebelhor and Sons Chevrolet 401(k) Plan covers 101 participants in Indiana, about 19% of the average Indiana filer (state average ~541 per filing). Assets: $10M.

#5,830
in Retail Trade (8,414 peers)
+8.5%
assets growth YoY

Uebelhor and Sons Chevrolet 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Uebelhor and Sons Chevrolet 401(k) Plan vs every filed plan by assets

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

$9,955,730 Top 42% higher than 58% 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

Uebelhor and Sons Chevrolet 401(k) 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. Uebelhor and Sons Chevrolet 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uebelhor and Sons Chevrolet 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $777K in the plan year 2023 filing.
  • Uebelhor and Sons Chevrolet 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Uebelhor and Sons Chevrolet 401(k) Plan reported participants fell from 103 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351693765 · Uebelhor and Sons Chevrolet PY 2023 · 401(k)

Uebelhor and Sons Chevrolet 401(k) Plan · $10M · 101 · 58th

  • RANK $10M
  • PHOTO 101
  • IND 58th
  • EOY 401(k)
  • 5500 near Learners Edge, LLC 401(k) Plan
  • ASSETS ind #5830

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 Indiana →

Uebelhor and Sons Chevrolet 401(k) Plan in the asset neighbourhood

Uebelhor and Sons Chevrolet 401(k) PlanUebelhor and Sons Chevrolet …$10MLearners Edge, LLC 401(k) PlanLearners Edge, LLC 401(k) Pl…$10MDomino Realty Management Company 401(k) Profit Sharing PlanDomino Realty Management Com…$10MSocial Impact, Inc. 401(k) PlanSocial Impact, Inc. 401(k) P…$10MArtisan Packaging Retirement PlanArtisan Packaging Retirement…$10M
End-of-year total assets ($M) among Uebelhor and Sons Chevrolet 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$777K
Employer EIN351693765
Plan Effective Date1976-05-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Uebelhor and Sons Chevrolet)

Sponsor-wide plan assets over time

All Uebelhor and Sons Chevrolet plans reported in each filing year

Latest sponsor-wide plan assets
$11M 24.24463792672529% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $9.18M $11.4M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 103 $9M
2023 1 101 $10M
2024 1 130 $11M

Nearby 401(k) Plans in Indiana

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

Uebelhor and Sons Chevrolet 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Uebelhor and Sons Chevrolet 401(k) Plan, Total assets ($B): 0.00995573 · Participants: 101Uebelhor and Sons Chevrolet 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Uebelhor and Sons Chevrolet 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Uebelhor and Sons Chevrolet 401(k) Plan side-by-side with 3 peers →

Uebelhor and Sons Chevrolet 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Learners Edge, LLC 401(k) Plan in MN ($10M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Uebelhor and Sons Chevrolet 401(k) Plan assets move in 2023? ▼
Uebelhor and Sons Chevrolet 401(k) Plan grew at a solid clip - up 8.5% during 2023, from $9M to $10M. Reported net income was $777K.
How have Uebelhor and Sons Chevrolet plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uebelhor and Sons Chevrolet's sponsor-wide assets grew 24.2%, from $9M to $11M.
Which 401(k) plans are similar in size to Uebelhor and Sons Chevrolet 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Learners Edge, LLC 401(k) Plan in MN ($10M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Uebelhor and Sons Chevrolet 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 participants, N/A 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 351693765.

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.