Other
2023 plan-year Other DOL Form 5500

Christian Brothers Automotive Corporation Employee Stock Ownership Plan

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

Sponsored by Christian Brothers Automotive Corporation Β· Texas Β· Real Estate

What the 2023 filing shows

Christian Brothers Automotive Corporation Employee Stock Ownership Plan holds $96M for 119 participants - about $809,346 per participant, up 26.8% over the 2023 plan year.

$96M
total plan assets (2023 EOY)
119
covered participants
$809,346
avg assets per participant
+26.8%
assets growth YoY
Total Assets (2023)
$96M
Participants
119
State
Industry
Real Estate

What the Filing Says About Christian Brothers Automotive Corporation Employee Stock Ownership Plan

Christian Brothers Automotive Corporation Employee Stock Ownership Plan is a Other retirement plan sponsored by Christian Brothers Automotive Corporation, headquartered in Texas. As of the 2023 Form 5500 filing, the plan reports $96M in total end-of-year assets and covers 119 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 760020837, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $76M at the beginning of 2023 to $96M at year-end β€” a gain of 26.8%. Net assets (after liabilities) closed the year at $75M, with reported net income of $21M 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 β€” 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)$76M
Total Assets (End of Year)$96M
Net Assets (End of Year)$75M
Net Income$21M
Plan TypeOther
Employer EIN760020837
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Christian Brothers Automotive Corporation)

Year Plans Participants Total Assets
2022 2 249 $9M
2023 2 267 $108M
2024 2 302 $150M

Nearby Other Plans in Texas

Peer Other plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Christian Brothers Automotive Corporation Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Christian Brothers Automotive Corporation Employee Stock Ownership Plan holds $96M in total assets with 119 participants. It is sponsored by Christian Brothers Automotive Corporation.
What type of plan is Christian Brothers Automotive Corporation Employee Stock Ownership Plan?
Christian Brothers Automotive Corporation Employee Stock Ownership Plan is a Other plan. It has been effective since 2021-01-01. The plan is filed with the U.S. Department of Labor under EIN 760020837.
Who sponsors the Christian Brothers Automotive Corporation Employee Stock Ownership Plan?
Christian Brothers Automotive Corporation Employee Stock Ownership Plan is sponsored by Christian Brothers Automotive Corporation, located in Texas. The sponsor's EIN is 760020837 and the plan operates in the Real Estate industry.
How did Christian Brothers Automotive Corporation Employee Stock Ownership Plan perform in 2023?
Christian Brothers Automotive Corporation Employee Stock Ownership Plan grew by 26.8% during 2023, moving from $76M to $96M in total assets. Net income was $21M.
Where can I find official filings for Christian Brothers Automotive Corporation Employee Stock Ownership Plan?
Official Form 5500 filings for Christian Brothers Automotive Corporation Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 760020837 or plan name at efast.dol.gov.
How does Christian Brothers Automotive Corporation Employee Stock Ownership Plan compare to other plans?
You can compare Christian Brothers Automotive Corporation Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Texas 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) β€” original filing retrieval by EIN 760020837.

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

Reference: IRS Publication 590-B β€” 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.