401(k) · DOL Form 5500 · 2023

Jim Koons Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$143M
Total assets Near avg plan size
1,673
Participants Near avg headcount
93rd
Percentile by assets National rank
$85,339
Avg per participant Below avg balance/head
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Official DOL plan name: Koons Automotive Group Retirement Savings Plan · Sponsored by Jim Koons Management Company, Inc. · Virginia · Retail Trade

$143M in assets, 1,673 participants

Jim Koons Management Company, Inc.'s Koons Automotive Group Retirement Savings Plan reported $143M in total assets and 1,673 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,096 in Retail Trade (8,414 peers)

Coverage in Virginia

Koons Automotive Group Retirement Savings Plan covers 1,673 participants in Virginia, 2.1x the typical Virginia plan (state average ~782 per filing). Assets: $143M.

#8,096
in Retail Trade (8,414 peers)
+16.9%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Koons Automotive Group Retirement Savings Plan's outsized position by total assets

Koons Automotive Group Retirement Savings Plan vs every filed plan by assets

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

$142,771,664 Top 7% higher than 93% 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

Koons Automotive Group Retirement Savings 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. Koons Automotive Group Retirement Savings Plan lands in the large band (1,673 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Koons Automotive Group Retirement Savings Plan reported net income rose from -$20M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Koons Automotive Group Retirement Savings Plan end-of-year assets rose from $122M in the plan year 2022 filing to $143M in the plan year 2023 filing.
  • Koons Automotive Group Retirement Savings Plan reported participants rose from 1,526 in the plan year 2022 filing to 1,673 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 521476401 · Jim Koons Management Company, Inc. PY 2023 · 401(k)

Koons Automotive Group Retirement Savings Plan · $143M · 1,673 · 93rd

  • TYPE $143M
  • NET 1,673
  • BOOK 93rd
  • VS-ST 401(k)
  • BOY near Ufcw Local One 401(k) Savings Plan
  • SCH ind #8096

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 Virginia →

Koons Automotive Group Retirement Savings Plan in the asset neighbourhood

401(k) Savings Plan for Employees of Seattle Times Company and Subsidiaries401(k) Savings Plan for Empl…$143MUfcw Local One 401(k) Savings PlanUfcw Local One 401(k) Saving…$143MKoons Automotive Group Retirement Savings PlanKoons Automotive Group Retir…$143MPenske Motor Group, LLC 401(k) Savings PlanPenske Motor Group, LLC 401(…$143MFoundation Risk Partners 401(k) PlanFoundation Risk Partners 401…$143M
End-of-year total assets ($M) among Koons Automotive Group Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$143M
Net Income$21M
Employer EIN521476401
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jim Koons Management Company, Inc.)

Sponsor-wide plan assets over time

All Jim Koons Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$257K 99.78962672570208% vs 2022
2024 filing year
$0M$50M$100M$150M$200M 202220232024 $122M $0.26M ▼ -99.8%
Year Plans Participants Total Assets
2022 1 1,526 $122M
2023 1 1,673 $143M
2024 1 345 $257K

Nearby 401(k) Plans in Virginia

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

Koons Automotive Group Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Koons Automotive Group Retirement Savings Plan, Total assets ($B): 0.142771664 · Participants: 1673Koons Automotive Group Retirement Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Koons Automotive Group Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Koons Automotive Group Retirement Savings Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Ufcw Local One 401(k) Savings Plan in NY ($143M); by covered participants it is Steelfab, Inc. Profit Sharing and 401(k) Plan in NC (1,673 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,673 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 Koons Automotive Group Retirement Savings Plan assets move in 2023? ▼
Koons Automotive Group Retirement Savings Plan grew sharply - up 16.9% during 2023, from $122M to $143M. Reported net income was $21M.
How have Jim Koons Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jim Koons Management Company, Inc.'s sponsor-wide assets declined 99.8%, from $122M to $257K.
Where does Koons Automotive Group Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Koons Automotive Group Retirement Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Koons Automotive Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ufcw Local One 401(k) Savings Plan in NY ($143M, 9,227 participants).
Which 401(k) plans cover a similar participant headcount to Koons Automotive Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Steelfab, Inc. Profit Sharing and 401(k) Plan in NC (1,673 participants, $84M 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 521476401.

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.