Profit Sharing · DOL Form 5500 · 2023

Auto Investment, Inc. Profit Sharing Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
392
Participants Below avg headcount
76th
Percentile by assets National rank
$60,883
Avg per participant Low balance/head
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Official DOL plan name: Auto Investment, Inc. 401(k) Plan · Sponsored by Auto Investment, Inc. · Alabama · Retail Trade

$24M in assets, 392 participants

Auto Investment, Inc.'s Auto Investment, Inc. 401(k) Plan reported $24M in total assets and 392 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,152 in Retail Trade (8,414 peers)

Where Auto Investment, Inc. 401(k) Plan sits by assets

Auto Investment, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 392 participants (~$60,883/participant), up 17.0% in 2023.

#7,152
in Retail Trade (8,414 peers)
+17.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Auto Investment, Inc. 401(k) Plan's outsized position by total assets

Auto Investment, Inc. 401(k) Plan vs every filed plan by assets

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

$23,866,265 Top 24% higher than 76% 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

Auto Investment, Inc. 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. Auto Investment, Inc. 401(k) Plan sits mid-pack in the medium band (392 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Auto Investment, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Auto Investment, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Auto Investment, Inc. 401(k) Plan reported participants rose from 362 in the plan year 2022 filing to 392 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133446196 · Auto Investment, Inc. PY 2023 · Profit Sharing

Auto Investment, Inc. 401(k) Plan · $24M · 392 · 76th

  • TYPE $24M
  • TYPE 392
  • TYPE 76th
  • TYPE Profit Sharing
  • TYPE near The Toledo Zoological Society Employees Retirement Plan
  • TYPE ind #7152

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 Alabama →

Auto Investment, Inc. 401(k) Plan in the asset neighbourhood

Pelli Clarke & Partners Profit Sharing PlanPelli Clarke & Partners Prof…$24MShaw Brothers Construction Profit Sharing PlanShaw Brothers Construction P…$24MAuto Investment, Inc. 401(k) PlanAuto Investment, Inc. 401(k)…$24MThe Toledo Zoological Society Employees Retirement PlanThe Toledo Zoological Societ…$24MTiaa-Cref Retirement Plan for Employees of Franklin Road AcademyTiaa-Cref Retirement Plan fo…$24M
End-of-year total assets ($M) among Auto Investment, Inc. 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN133446196
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Auto Investment, Inc.)

Sponsor-wide plan assets over time

All Auto Investment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 33.89780061560956% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.4M $27.3M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 362 $20M
2023 1 392 $24M
2024 1 401 $27M

Nearby Profit Sharing Plans in Alabama

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Auto Investment, Inc. 401(k) Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 1020304050 Total assets ($M) Participants Auto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing PlanMontgomery Rheumatology Associates, P.a. Profit Sharing Plan, Total assets ($M): 14.405477 · Participants: 6Montgomery Rheumatology Associates, P.a. Profit Sharing Plan
Auto Investment, Inc. 401(k) Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Auto Investment, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest Profit Sharing by assets is The Toledo Zoological Society Employees Retirement Plan in OH ($24M); by covered participants it is Lewis County Primary Care 403(b) Plan in KY (393 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (392 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 Auto Investment, Inc. 401(k) Plan assets move in 2023? ▼
Auto Investment, Inc. 401(k) Plan grew sharply - up 17.0% during 2023, from $20M to $24M. Reported net income was $3M.
How have Auto Investment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Auto Investment, Inc.'s sponsor-wide assets grew 33.9%, from $20M to $27M.
Where does Auto Investment, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Auto Investment, Inc. 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Auto Investment, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Toledo Zoological Society Employees Retirement Plan in OH ($24M, 623 participants).
Which Profit Sharing plans cover a similar participant headcount to Auto Investment, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lewis County Primary Care 403(b) Plan in KY (393 participants, $14M 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 133446196.

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.