401(k) · DOL Form 5500 · 2023
Home Run Auto Group 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 158
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $80,204
- Avg per participant Below avg balance/head
Official DOL plan name: Home Run Auto Group 401(k) Plan · Sponsored by Home Run Auto Group · Wisconsin · Retail Trade
$13M in assets, 158 participants
Home Run Auto Group's Home Run Auto Group 401(k) Plan reported $13M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #6,259 in Retail Trade (8,414 peers)
Coverage in Wisconsin
Home Run Auto Group 401(k) Plan covers 158 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.
- #6,259
- in Retail Trade (8,414 peers)
- +11.6%
- assets growth YoY
Home Run Auto Group 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Home Run Auto Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,672,164 Top 36% higher than 64% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Home Run Auto Group 401(k) 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. Home Run Auto Group 401(k) Plan sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Home Run Auto Group 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Home Run Auto Group 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Home Run Auto Group 401(k) Plan reported participants rose from 147 in the plan year 2022 filing to 158 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 391173671 · Home Run Auto Group PY 2023 · 401(k)
Home Run Auto Group 401(k) Plan · $13M · 158 · 64th
- BOOK $13M
- BOOK 158
- BOOK 64th
- BOOK 401(k)
- BOOK near Compliance Science, Inc. 401(k) Plan
- BOOK ind #6259
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 →
Home Run Auto Group 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 391173671 |
| Plan Effective Date | 1970-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Home Run Auto Group)
Sponsor-wide plan assets over time
All Home Run Auto Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 16.554604840877197% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 147 | $11M |
| 2023 | 1 | 158 | $13M |
| 2024 | 1 | 172 | $13M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Home Run Auto Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Compliance Science, Inc. 401(k) Plan in NY ($13M); by covered participants it is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Compliance Science, Inc. 401(k) Plan (NY) $13M · 350
- Duluth Regional Care Center 401(k) Profit Sharing (MN) $13M · 386
- Pacific Science & Engineering Group Profit Sharing Plan (CA) $13M · 60
- Bci 401(k) Plan (FL) $13M · 118
Similar participant headcount
Nearest other-state filings by covered participants (158 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.