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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2022→2023 release diff →

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

Home Run Auto Group 401(k) PlanHome Run Auto Group 401(k) P…$13MCompliance Science, Inc. 401(k) PlanCompliance Science, Inc. 401…$13MDuluth Regional Care Center 401(k) Profit SharingDuluth Regional Care Center …$13MPacific Science & Engineering Group Profit Sharing PlanPacific Science & Engineerin…$13MBci 401(k) Plan$13M
End-of-year total assets ($M) among Home Run Auto Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN391173671
Plan Effective Date1970-03-01
Filing StatusFILING 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
$11M$12M$13M$14M 202220232024 $11.4M $13.2M ▲ +16.5%
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.

Home Run Auto Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Home Run Auto Group 401(k) Plan, Total assets ($B): 0.012672164 · Participants: 158Home Run Auto Group 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Home Run Auto Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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).

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.

Frequently Asked Questions

How did Home Run Auto Group 401(k) Plan assets move in 2023?
Home Run Auto Group 401(k) Plan grew at a solid clip - up 11.6% during 2023, from $11M to $13M. Reported net income was $1M.
How have Home Run Auto Group plan assets changed over time?
Across 3 plan years on file (2022-2024), Home Run Auto Group's sponsor-wide assets grew 16.6%, from $11M to $13M.
Which 401(k) plans are similar in size to Home Run Auto Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Compliance Science, Inc. 401(k) Plan in NY ($13M, 350 participants).
Which 401(k) plans cover a similar participant headcount to Home Run Auto Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants, $650K in assets).