401(k) · DOL Form 5500 · 2023

Montgomery Automotive Dealerships, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
245
Participants Below avg headcount
57th
Percentile by assets National rank
$37,164
Avg per participant Low balance/head
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Official DOL plan name: Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan · Sponsored by Montgomery Automotive Dealerships, Inc. · Kentucky · Retail Trade

$9M in assets, 245 participants

Montgomery Automotive Dealerships, Inc.'s Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,654 in Retail Trade (8,414 peers)

Coverage in Kentucky

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan covers 245 participants in Kentucky, about 38% of the average Kentucky filer (state average ~647 per filing). Assets: $9M.

#5,654
in Retail Trade (8,414 peers)
+14.4%
assets growth YoY

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,105,238 Top 43% higher than 57% 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

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing 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. Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan reported net income rose from -$632K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan reported participants fell from 275 in the plan year 2022 filing to 245 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 610715594 · Montgomery Automotive Dealerships, Inc. PY 2023 · 401(k)

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan · $9M · 245 · 57th

  • PHOTO $9M
  • PHOTO 245
  • PHOTO 57th
  • PHOTO 401(k)
  • PHOTO near Underwood Fruit and Warehouse Retirement Savings Plan
  • PHOTO ind #5654

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 Kentucky →

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing PlanMontgomery Automotive Dealer…$9MUnderwood Fruit and Warehouse Retirement Savings PlanUnderwood Fruit and Warehous…$9MKorbyt 401(k) Plan$9MAscend Technologies 401(k) PlanAscend Technologies 401(k) P…$9MHowell, Gibson & Hughes P.a. Profit Sharing 401(k) PlanHowell, Gibson & Hughes P.a.…$9M
End-of-year total assets ($M) among Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN610715594
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montgomery Automotive Dealerships, Inc.)

Sponsor-wide plan assets over time

All Montgomery Automotive Dealerships, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 23.48090221595247% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.96M $9.83M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 275 $8M
2023 1 245 $9M
2024 1 258 $10M

Nearby 401(k) Plans in Kentucky

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

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.009105238 · Participants: 245Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Underwood Fruit and Warehouse Retirement Savings Plan in WA ($9M); by covered participants it is Win It America Inc 401(k) Plan in CA (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.4% during 2023, from $8M to $9M. Reported net income was $1M.
How have Montgomery Automotive Dealerships, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomery Automotive Dealerships, Inc.'s sponsor-wide assets grew 23.5%, from $8M to $10M.
Which 401(k) plans are similar in size to Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Underwood Fruit and Warehouse Retirement Savings Plan in WA ($9M, 868 participants).
Which 401(k) plans cover a similar participant headcount to Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Win It America Inc 401(k) Plan in CA (245 participants, $428K 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 610715594.

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.