401(k) · DOL Form 5500 · 2023

Phil Long Dealerships, Inc. 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
1,204
Participants Near avg headcount
87th
Percentile by assets National rank
$46,437
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan · Sponsored by Phil Long Dealerships, Inc. · Colorado · Retail Trade

$56M in assets, 1,204 participants

Phil Long Dealerships, Inc.'s Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan reported $56M in total assets and 1,204 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,784 in Retail Trade (8,414 peers)

Coverage in Colorado

Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan covers 1,204 participants in Colorado, 3.2x the typical Colorado plan (state average ~376 per filing). Assets: $56M.

#7,784
in Retail Trade (8,414 peers)
+27.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$55,909,616 Top 13% higher than 87% 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

Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan lands in the large band (1,204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $44M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan reported participants rose from 1,080 in the plan year 2022 filing to 1,204 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 841393913 · Phil Long Dealerships, Inc. PY 2023 · 401(k)

Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan · $56M · 1,204 · 87th

  • BOOK $56M
  • VS-ST 1,204
  • BOY 87th
  • SCH 401(k)
  • EBSA near Radiology of Indiana, P.C. 401(k) Plan
  • PART ind #7784

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 Colorado →

Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Daubert Industries, Inc. Profit Sharing PlanDaubert Industries, Inc. Pro…$56MDobbs Companies 401(k) Retirement PlanDobbs Companies 401(k) Retir…$56MPhil Long Dealerships, Inc. 401(k) Profit Sharing PlanPhil Long Dealerships, Inc. …$56MRadiology of Indiana, P.C. 401(k) PlanRadiology of Indiana, P.C. 4…$56MAnticimex, Inc. 401(k) Plan$56M
End-of-year total assets ($M) among Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$56M
Net Income$12M
Employer EIN841393913
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phil Long Dealerships, Inc.)

Sponsor-wide plan assets over time

All Phil Long Dealerships, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$65M 47.68777956998188% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.8M $64.7M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 1,080 $44M
2023 1 1,204 $56M
2024 1 1,311 $65M

Nearby 401(k) Plans in Colorado

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

Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.055909616 · Participants: 1204Phil Long Dealerships, Inc. 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Radiology of Indiana, P.C. 401(k) Plan in IN ($56M); by covered participants it is The Larson Group 401(k) Plan in MO (1,204 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($56M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,204 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 Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan grew sharply - up 27.7% during 2023, from $44M to $56M. Reported net income was $12M.
How have Phil Long Dealerships, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phil Long Dealerships, Inc.'s sponsor-wide assets grew 47.7%, from $44M to $65M.
Where does Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan ranks in the 87th 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 Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radiology of Indiana, P.C. 401(k) Plan in IN ($56M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Larson Group 401(k) Plan in MO (1,204 participants, $54M 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 841393913.

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.