401(k) · DOL Form 5500 · 2023
Sheehy Auto Stores, Inc. 401(k) Plan
Data updated 2026-08-25
- $109M
- Total assets Near avg plan size
- 1,671
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $65,076
- Avg per participant Low balance/head
Official DOL plan name: The Sheehy Organization 401(k) Savings Plan · Sponsored by Sheehy Auto Stores, Inc. · Virginia · Retail Trade
$109M in assets, 1,671 participants
Sheehy Auto Stores, Inc.'s The Sheehy Organization 401(k) Savings Plan reported $109M in total assets and 1,671 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,027 in Retail Trade (8,414 peers)
Coverage in Virginia
The Sheehy Organization 401(k) Savings Plan covers 1,671 participants in Virginia, 2.1x the typical Virginia plan (state average ~782 per filing). Assets: $109M.
- #8,027
- in Retail Trade (8,414 peers)
- +28.3%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
The Sheehy Organization 401(k) Savings Plan's outsized position by total assets
The Sheehy Organization 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$108,742,722 Top 8% higher than 92% 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
The Sheehy Organization 401(k) 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. The Sheehy Organization 401(k) Savings Plan lands in the large band (1,671 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Sheehy Organization 401(k) Savings Plan reported net income rose from -$11M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- The Sheehy Organization 401(k) Savings Plan end-of-year assets rose from $85M in the plan year 2022 filing to $109M in the plan year 2023 filing.
- The Sheehy Organization 401(k) Savings Plan reported participants rose from 1,589 in the plan year 2022 filing to 1,671 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 541952240 · Sheehy Auto Stores, Inc. PY 2023 · 401(k)
The Sheehy Organization 401(k) Savings Plan · $109M · 1,671 · 92nd
- RANK $109M
- PHOTO 1,671
- IND 92nd
- EOY 401(k)
- 5500 near 401(k) Plan for Employees of Castle & Cooke, Inc. and Participating Divisions and Subsidiaries
- ASSETS ind #8027
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 →
The Sheehy Organization 401(k) Savings Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | $24M |
| Employer EIN | 541952240 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheehy Auto Stores, Inc.)
Sponsor-wide plan assets over time
All Sheehy Auto Stores, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $131M 54.02263898263929% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,589 | $85M |
| 2023 | 1 | 1,671 | $109M |
| 2024 | 1 | 1,770 | $131M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
The Sheehy Organization 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is 401(k) Plan for Employees of Castle & Cooke, Inc. and Participating Divisions and Subsidiaries in CA ($109M); by covered participants it is Pnw Healthcare Holdings, LLC 401(k) Plan in WA (1,671 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($109M here).
- 401(k) Plan for Employees of Castle & Cooke, Inc. and Participating Divisions and Subsidiaries (CA) $109M · 469
- Ken's Foods, Inc. Employee Thrift Plan (MA) $109M · 1,384
- Equiniti 401(k) Plan (NY) $109M · 1,250
- Zippo and Affiliates 401(k) Plan (PA) $109M · 1,017
Similar participant headcount
Nearest other-state filings by covered participants (1,671 participants); asset peers above are excluded.
- Pnw Healthcare Holdings, LLC 401(k) Plan (WA) 1,671 · 0 off
- Sabert Corporation 401(k) Plan (NJ) 1,671 · 0 off
- The North American Coal Corporation Retirement Savings Plan (TX) 1,671 · 0 off
- Par Petroleum LLC Savings Plan (TX) 1,671 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.