401(k) · DOL Form 5500 · 2023

Conicelli & Affiliated Dealerships 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
404
Participants Below avg headcount
81st
Percentile by assets National rank
$86,426
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan · Sponsored by Conicelli & Affiliated Dealerships · Pennsylvania · Retail Trade

$35M in assets, 404 participants

Conicelli & Affiliated Dealerships's Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan reported $35M in total assets and 404 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,504 in Retail Trade (8,414 peers)

Coverage in Pennsylvania

Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan covers 404 participants in Pennsylvania, about 49% of the average Pennsylvania filer (state average ~822 per filing). Assets: $35M.

#7,504
in Retail Trade (8,414 peers)
+11.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan's outsized position by total assets

Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan vs every filed plan by assets

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

$34,916,072 Top 19% higher than 81% 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

Conicelli & Affiliated Dealerships 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. Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan sits mid-pack in the medium band (404 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan reported participants fell from 430 in the plan year 2022 filing to 404 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232731655 · Conicelli & Affiliated Dealerships PY 2023 · 401(k)

Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan · $35M · 404 · 81st

  • EOY $35M
  • EOY 404
  • EOY 81st
  • EOY 401(k)
  • EOY near Kay Management Company, Inc. Profit Sharing Plan
  • EOY ind #7504

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 Pennsylvania →

Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan in the asset neighbourhood

Conicelli & Affiliated Dealerships 401(k) Profit Sharing PlanConicelli & Affiliated Deale…$35MKay Management Company, Inc. Profit Sharing PlanKay Management Company, Inc.…$35MRas 401(k) Plan$35MChildren's Clinic, P.C. 401(k) Profit Sharing PlanChildren's Clinic, P.C. 401(…$35MMid-Rivers Telephone Cooperative Employees' Savings Plan and TrustMid-Rivers Telephone Coopera…$35M
End-of-year total assets ($M) among Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN232731655
Plan Effective Date1993-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conicelli & Affiliated Dealerships)

Sponsor-wide plan assets over time

All Conicelli & Affiliated Dealerships plans reported in each filing year

Latest sponsor-wide plan assets
$37M 18.38139196204467% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $31.3M $37.1M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 430 $31M
2023 1 404 $35M
2024 1 433 $37M

Nearby 401(k) Plans in Pennsylvania

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

Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan, Total assets ($B): 0.034916072 · Participants: 404Conicelli & Affiliated Dealerships 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan side-by-side with 3 peers →

Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Kay Management Company, Inc. Profit Sharing Plan in MD ($35M); by covered participants it is Beta Technologies 401(k) Plan in VT (404 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (404 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 Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan assets move in 2023? ▼
Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan grew at a solid clip - up 11.6% during 2023, from $31M to $35M. Reported net income was $4M.
How have Conicelli & Affiliated Dealerships plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conicelli & Affiliated Dealerships's sponsor-wide assets grew 18.4%, from $31M to $37M.
Where does Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan ranks in the 81st 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 Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kay Management Company, Inc. Profit Sharing Plan in MD ($35M, 373 participants).
Which 401(k) plans cover a similar participant headcount to Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beta Technologies 401(k) Plan in VT (404 participants, $12M 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 232731655.

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.