401(k) · DOL Form 5500 · 2023

Ewald Automotive Group 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
310
Participants Below avg headcount
79th
Percentile by assets National rank
$93,022
Avg per participant Below avg balance/head
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Official DOL plan name: Ewald Automotive Group Retirement Plan · Sponsored by Ewald Automotive Group · Wisconsin · Retail Trade

$29M in assets, 310 participants

Ewald Automotive Group's Ewald Automotive Group Retirement Plan reported $29M in total assets and 310 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,334 in Retail Trade (8,414 peers)

Where Ewald Automotive Group Retirement Plan sits by assets

Ewald Automotive Group Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 310 participants (~$93,022/participant), up 19.6% in 2023.

#7,334
in Retail Trade (8,414 peers)
+19.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ewald Automotive Group Retirement Plan's outsized position by total assets

Ewald Automotive Group Retirement Plan vs every filed plan by assets

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

$28,836,723 Top 21% higher than 79% 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

Ewald Automotive Group Retirement 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. Ewald Automotive Group Retirement Plan sits mid-pack in the medium band (310 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ewald Automotive Group Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Ewald Automotive Group Retirement Plan reported participants fell from 386 in the plan year 2022 filing to 310 in the plan year 2023 filing.
  • Ewald Automotive Group Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391766730 · Ewald Automotive Group PY 2023 · 401(k)

Ewald Automotive Group Retirement Plan · $29M · 310 · 79th

  • IND $29M
  • IND 310
  • IND 79th
  • IND 401(k)
  • IND near Times-Shamrock Communications 401(k) Plan
  • IND ind #7334

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 Wisconsin →

Ewald Automotive Group Retirement Plan in the asset neighbourhood

Ewald Automotive Group Retirement PlanEwald Automotive Group Retir…$29MTimes-Shamrock Communications 401(k) PlanTimes-Shamrock Communication…$29MRevolution 401(k) Plan$29MTravel Nurse Across America 401(k) PlanTravel Nurse Across America …$29MKronospan Inc. 401(k) Plan$29M
End-of-year total assets ($M) among Ewald Automotive Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN391766730
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ewald Automotive Group)

Sponsor-wide plan assets over time

All Ewald Automotive Group plans reported in each filing year

Latest sponsor-wide plan assets
$34M 40.336001181469676% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.1M $33.8M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 386 $24M
2023 1 310 $29M
2024 1 401 $34M

Nearby 401(k) Plans in Wisconsin

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

Ewald Automotive Group Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Ewald Automotive Group Retirement Plan, Total assets ($B): 0.028836723 · Participants: 310Ewald Automotive Group Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Ewald Automotive Group Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Ewald Automotive Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Times-Shamrock Communications 401(k) Plan in PA ($29M); by covered participants it is Murphy Employee Profit Sharing and 401(k) Plan in MO (310 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (310 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 Ewald Automotive Group Retirement Plan assets move in 2023?
Ewald Automotive Group Retirement Plan grew sharply - up 19.6% during 2023, from $24M to $29M. Reported net income was $5M.
How have Ewald Automotive Group plan assets changed over time?
Across 3 plan years on file (2022-2024), Ewald Automotive Group's sponsor-wide assets grew 40.3%, from $24M to $34M.
Where does Ewald Automotive Group Retirement Plan rank by assets among Form 5500 filers?
Ewald Automotive Group Retirement Plan ranks in the 79th 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 401(k) plans are similar in size to Ewald Automotive Group Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Times-Shamrock Communications 401(k) Plan in PA ($29M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Ewald Automotive Group Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Murphy Employee Profit Sharing and 401(k) Plan in MO (310 participants, $67M in assets).