401(k) · DOL Form 5500 · 2023

Mitchell Nissan, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
118
Participants Small participant base
57th
Percentile by assets National rank
$76,967
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan · Sponsored by Mitchell Nissan, Inc. · Alabama · Retail Trade

$9M in assets, 118 participants

Mitchell Nissan, Inc.'s Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan reported $9M in total assets and 118 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.

  • #5,650 in Retail Trade (8,414 peers)

Coverage in Alabama

Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan covers 118 participants in Alabama, about 33% of the average Alabama filer (state average ~360 per filing). Assets: $9M.

#5,650
in Retail Trade (8,414 peers)
+18.2%
assets growth YoY

Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan vs every filed plan by assets

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

$9,082,075 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

Mitchell Nissan-Mazda 401(k) Savings & 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. Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan reported participants rose from 109 in the plan year 2022 filing to 118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 630942772 · Mitchell Nissan, Inc. PY 2023 · 401(k)

Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan · $9M · 118 · 57th

  • TYPE $9M
  • NET 118
  • BOOK 57th
  • VS-ST 401(k)
  • BOY near El Clasificado 401(k) Plan
  • SCH ind #5650

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 →

Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan in the asset neighbourhood

Mitchell Nissan-Mazda 401(k) Savings & Retirement PlanMitchell Nissan-Mazda 401(k)…$9MEl Clasificado 401(k) Plan$9MThe Dave Thomas Family Companies, LLC 401(k) Profit Sharing PlanThe Dave Thomas Family Compa…$9MChelo's 401(k) Plan$9MRisk Theory Management, LLC 401(k) PlanRisk Theory Management, LLC …$9M
End-of-year total assets ($M) among Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN630942772
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mitchell Nissan, Inc.)

Sponsor-wide plan assets over time

All Mitchell Nissan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 18.230937664352926% vs 2022
2023 filing year
$7.5M$8M$8.5M$9M$9.5M 20222023 $7.68M $9.08M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 109 $8M
2023 1 118 $9M

Nearby 401(k) Plans in Alabama

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

Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan, Total assets ($B): 0.009082075 · Participants: 118Mitchell Nissan-Mazda 401(k) Savings & Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan side-by-side with 3 peers →

Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is El Clasificado 401(k) Plan in CA ($9M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan assets move in 2023? ▼
Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan grew sharply - up 18.2% during 2023, from $8M to $9M. Reported net income was $1M.
How have Mitchell Nissan, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mitchell Nissan, Inc.'s sponsor-wide assets grew 18.2%, from $8M to $9M.
Which 401(k) plans are similar in size to Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is El Clasificado 401(k) Plan in CA ($9M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Mitchell Nissan-Mazda 401(k) Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 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 630942772.

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.