Profit Sharing · DOL Form 5500 · 2023
Auto Investment, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $24M
- Total assets
- 392
- Participants
- 76th
- Percentile by assets
- $60,883
- Avg per participant
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.
- 76th percentile by assets (of 127,072 plans)
- #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.
- $24M
- total plan assets (2023 EOY)
- 392
- covered participants
- 76th
- percentile by assets (of 127,072 plans)
- $60,883
- avg assets per participant
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.
Auto Investment, Inc. 401(k) Plan vs the 2023 asset distribution
By assets, Auto Investment, Inc. 401(k) Plan outranks 76% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 133446196 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Auto Investment, Inc.)
| 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
- The Health Care Authority for Baptist Health Matching Dollar Plan $45M · 2,207
- Pathology Associates, P.C. Profit Sharing Plan and Trust $33M · 42
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $27M · 16
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan $15M · 103
- Montgomery Rheumatology Associates, P.a. Profit Sharing Plan $14M · 6
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Auto Investment, Inc. 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Auto Investment, Inc. 401(k) Plan assets move in 2023? ▼
How have Auto Investment, Inc. plan assets changed over time? ▼
Where does Auto Investment, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Auto Investment, Inc. 401(k) Plan? ▼
Next read for Auto Investment, Inc. 401(k) Plan
Scale reading
Ways to act on Auto Investment, Inc. 401(k) Plan's numbers.
- By total assets, Auto Investment, Inc. 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Alabama. Compare plans
- Auto Investment, Inc.'s sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Retail Trade plans