401(k)
2023 plan-year 401(k) DOL Form 5500

Chapman Automotive Group 401(k) Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Chapman Automotive Group, L.L.C. · Arizona · Retail Trade

What the 2023 filing shows

Chapman Automotive Group 401(k) Plan and Trust holds $83M for 1,822 participants — about $45,358 per participant, up 21.2% over the 2023 plan year.

$83M
total plan assets (2023 EOY)
1,822
covered participants
$45,358
avg assets per participant
+21.2%
assets growth YoY
Total Assets (2023)
$83M
Participants
1,822
State
Industry
Retail Trade

What the Filing Says About Chapman Automotive Group 401(k) Plan and Trust

Chapman Automotive Group 401(k) Plan and Trust is a 401(k) retirement plan sponsored by Chapman Automotive Group, L.L.C., headquartered in Arizona. As of the 2023 Form 5500 filing, the plan reports $83M in total end-of-year assets and covers 1,822 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 860842909, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $68M at the beginning of 2023 to $83M at year-end — a gain of 21.2%. Net assets (after liabilities) closed the year at $82M, with reported net income of $14M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$68M
Total Assets (End of Year)$83M
Net Assets (End of Year)$82M
Net Income$14M
Plan Type401(k)
Employer EIN860842909
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chapman Automotive Group, L.L.C.)

Year Plans Participants Total Assets
2022 1 1,794 $68M
2023 1 1,822 $83M
2024 1 2,147 $94M

Nearby 401(k) Plans in Arizona

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Frequently Asked Questions

How much money is in the Chapman Automotive Group 401(k) Plan and Trust?
As of the 2023 Form 5500 filing, Chapman Automotive Group 401(k) Plan and Trust holds $83M in total assets with 1,822 participants. It is sponsored by Chapman Automotive Group, L.L.C..
What type of plan is Chapman Automotive Group 401(k) Plan and Trust?
Chapman Automotive Group 401(k) Plan and Trust is a 401(k) plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 860842909.
Who sponsors the Chapman Automotive Group 401(k) Plan and Trust?
Chapman Automotive Group 401(k) Plan and Trust is sponsored by Chapman Automotive Group, L.L.C., located in Arizona. The sponsor's EIN is 860842909 and the plan operates in the Retail Trade industry.
How did Chapman Automotive Group 401(k) Plan and Trust perform in 2023?
Chapman Automotive Group 401(k) Plan and Trust grew by 21.2% during 2023, moving from $68M to $83M in total assets. Net income was $14M.
Where can I find official filings for Chapman Automotive Group 401(k) Plan and Trust?
Official Form 5500 filings for Chapman Automotive Group 401(k) Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860842909 or plan name at efast.dol.gov.
How does Chapman Automotive Group 401(k) Plan and Trust compare to other plans?
You can compare Chapman Automotive Group 401(k) Plan and Trust against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 860842909.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.