401(k) · DOL Form 5500 · 2023

Patrick Schaumburg Automobiles, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
297
Participants Below avg headcount
81st
Percentile by assets National rank
$111,470
Avg per participant Below avg balance/head
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Official DOL plan name: Patrick Dealer Group Savings Plan · Sponsored by Patrick Schaumburg Automobiles, Inc. · Illinois · Retail Trade

$33M in assets, 297 participants

Patrick Schaumburg Automobiles, Inc.'s Patrick Dealer Group Savings Plan reported $33M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,459 in Retail Trade (8,414 peers)

Coverage in Illinois

Patrick Dealer Group Savings Plan covers 297 participants in Illinois, about 38% of the average Illinois filer (state average ~779 per filing). Assets: $33M.

#7,459
in Retail Trade (8,414 peers)
+21.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Patrick Dealer Group Savings Plan's outsized position by total assets

Patrick Dealer Group Savings Plan vs every filed plan by assets

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

$33,106,708 Top 19% higher than 81% 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

Patrick Dealer Group Savings 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. Patrick Dealer Group Savings Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Patrick Dealer Group Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Patrick Dealer Group Savings Plan end-of-year assets rose from $27M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Patrick Dealer Group Savings Plan reported participants rose from 280 in the plan year 2022 filing to 297 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362067684 · Patrick Schaumburg Automobiles, Inc. PY 2023 · 401(k)

Patrick Dealer Group Savings Plan · $33M · 297 · 81st

  • SCH $33M
  • SCH 297
  • SCH 81st
  • SCH 401(k)
  • SCH near Covert Auto Group 401(k) Plan
  • SCH ind #7459

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 Illinois →

Patrick Dealer Group Savings Plan in the asset neighbourhood

Patrick Dealer Group Savings PlanPatrick Dealer Group Savings…$33MCovert Auto Group 401(k) Plan$33MOak Valley Community Bank 401(k) Profit Sharing PlanOak Valley Community Bank 40…$33MWaterfield Technologies 401(k) PlanWaterfield Technologies 401(…$33MV. Alexander & Co., Inc. Savings PlanV. Alexander & Co., Inc. Sav…$33M
End-of-year total assets ($M) among Patrick Dealer Group Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$33M
Net Income$6M
Employer EIN362067684
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patrick Schaumburg Automobiles, Inc.)

Sponsor-wide plan assets over time

All Patrick Schaumburg Automobiles, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 39.8887555562283% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.2M $38M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 280 $27M
2023 1 297 $33M
2024 1 317 $38M

Nearby 401(k) Plans in Illinois

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

Patrick Dealer Group Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Patrick Dealer Group Savings Plan, Total assets ($B): 0.033106708 · Participants: 297Patrick Dealer Group Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Patrick Dealer Group Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Patrick Dealer Group Savings Plan side-by-side with 3 peers →

Patrick Dealer Group Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Covert Auto Group 401(k) Plan in TX ($33M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Patrick Dealer Group Savings Plan assets move in 2023? ▼
Patrick Dealer Group Savings Plan grew sharply - up 21.9% during 2023, from $27M to $33M. Reported net income was $6M.
How have Patrick Schaumburg Automobiles, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patrick Schaumburg Automobiles, Inc.'s sponsor-wide assets grew 39.9%, from $27M to $38M.
Where does Patrick Dealer Group Savings Plan rank by assets among Form 5500 filers? ▼
Patrick Dealer Group Savings Plan ranks in the 81st 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 Patrick Dealer Group Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Covert Auto Group 401(k) Plan in TX ($33M, 971 participants).
Which 401(k) plans cover a similar participant headcount to Patrick Dealer Group Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants, N/A 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 362067684.

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.