401(k) · DOL Form 5500 · 2023
Gerald Jones Automotive Group 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 250
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $40,366
- Avg per participant Low balance/head
Official DOL plan name: Gerald Jones Automotive Group 401(k) Plan · Sponsored by Gerald Jones Automotive Group · Georgia · Retail Trade
$10M in assets, 250 participants
Gerald Jones Automotive Group's Gerald Jones Automotive Group 401(k) Plan reported $10M in total assets and 250 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #5,857 in Retail Trade (8,414 peers)
Coverage in Georgia
Gerald Jones Automotive Group 401(k) Plan covers 250 participants in Georgia, about 23% of the average Georgia filer (state average ~1,096 per filing). Assets: $10M.
- #5,857
- in Retail Trade (8,414 peers)
- +24.2%
- assets growth YoY
Gerald Jones Automotive Group 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Gerald Jones Automotive Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,091,514 Top 41% higher than 59% 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
Gerald Jones Automotive 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. Gerald Jones Automotive Group 401(k) Plan sits mid-pack in the medium band (250 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gerald Jones Automotive Group 401(k) Plan reported net income rose from -$343K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Gerald Jones Automotive Group 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Gerald Jones Automotive Group 401(k) Plan reported participants fell from 262 in the plan year 2022 filing to 250 in the plan year 2023 filing.
DOL schedule card
Filing strip 581181145 · Gerald Jones Automotive Group PY 2023 · 401(k)
Gerald Jones Automotive Group 401(k) Plan · $10M · 250 · 59th
- PCT $10M
- EIN 250
- RANK 59th
- PHOTO 401(k)
- IND near Star-Ledger / Nmdu 401(k) Savings Plan
- EOY ind #5857
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 Georgia →
Gerald Jones Automotive Group 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 581181145 |
| Plan Effective Date | 1993-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gerald Jones Automotive Group)
Sponsor-wide plan assets over time
All Gerald Jones Automotive Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 32.058826243567225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 262 | $8M |
| 2023 | 1 | 250 | $10M |
| 2024 | 1 | 355 | $11M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Gerald Jones Automotive Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Star-Ledger / Nmdu 401(k) Savings Plan in NJ ($10M); by covered participants it is Big League Dreams 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.
- Big League Dreams 401(k) Plan (CA) 250 · 0 off
- Tolunay-Wong Engineers, Inc. 401(k) Plan (TX) 250 · 0 off
- Connell Foley, LLP Employees 401(k) Profit Sharing Plan (NJ) 250 · 0 off
- Amb Tran Group Limited 401(k) Plan (IL) 250 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.