401(k) · DOL Form 5500 · 2023

Bob Maxey Lincoln, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
167
Participants Small participant base
59th
Percentile by assets National rank
$61,111
Avg per participant Low balance/head
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Official DOL plan name: Bob Maxey Lincoln Mercury 401(k) Plan & Trust · Sponsored by Bob Maxey Lincoln, Inc. · Michigan · Retail Trade

$10M in assets, 167 participants

Bob Maxey Lincoln, Inc.'s Bob Maxey Lincoln Mercury 401(k) Plan & Trust reported $10M in total assets and 167 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.

  • #5,887 in Retail Trade (8,414 peers)

Coverage in Michigan

Bob Maxey Lincoln Mercury 401(k) Plan & Trust covers 167 participants in Michigan, about 26% of the average Michigan filer (state average ~638 per filing). Assets: $10M.

#5,887
in Retail Trade (8,414 peers)
+23.8%
assets growth YoY

Bob Maxey Lincoln Mercury 401(k) Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Bob Maxey Lincoln Mercury 401(k) Plan & Trust vs every filed plan by assets

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

$10,205,547 Top 41% higher than 59% 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

Bob Maxey Lincoln Mercury 401(k) Plan & Trust 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. Bob Maxey Lincoln Mercury 401(k) Plan & Trust sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bob Maxey Lincoln Mercury 401(k) Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bob Maxey Lincoln Mercury 401(k) Plan & Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Bob Maxey Lincoln Mercury 401(k) Plan & Trust reported participants rose from 157 in the plan year 2022 filing to 167 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 381807015 · Bob Maxey Lincoln, Inc. PY 2023 · 401(k)

Bob Maxey Lincoln Mercury 401(k) Plan & Trust · $10M · 167 · 59th

  • NET $10M
  • NET 167
  • NET 59th
  • NET 401(k)
  • NET near Alliance Bancorp Employee Stock Ownership Plan (with 401(k) Provisions)
  • NET ind #5887

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 Michigan →

Bob Maxey Lincoln Mercury 401(k) Plan & Trust in the asset neighbourhood

Bob Maxey Lincoln Mercury 401(k) Plan & TrustBob Maxey Lincoln Mercury 40…$10MAlliance Bancorp Employee Stock Ownership Plan (with 401(k) Provisions)Alliance Bancorp Employee St…$10MLightforce USA Inc.401(k) PlanLightforce USA Inc.401(k) Pl…$10MWest Suburban Center for Arthritis, S.C. 401(k) and Profit Sharing PlanWest Suburban Center for Art…$10MIrg 401(k) Plan$10M
End-of-year total assets ($M) among Bob Maxey Lincoln Mercury 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN381807015
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bob Maxey Lincoln, Inc.)

Sponsor-wide plan assets over time

All Bob Maxey Lincoln, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 40.84996229391728% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $8.25M $11.6M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 157 $8M
2023 1 167 $10M
2024 1 190 $12M

Nearby 401(k) Plans in Michigan

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

Bob Maxey Lincoln Mercury 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Bob Maxey Lincoln Mercury 401(k) Plan & Trust, Total assets ($B): 0.010205547 · Participants: 167Bob Maxey Lincoln Mercury 401(k) Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Bob Maxey Lincoln Mercury 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Bob Maxey Lincoln Mercury 401(k) Plan & Trust side-by-side with 3 peers →

Bob Maxey Lincoln Mercury 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Alliance Bancorp Employee Stock Ownership Plan (with 401(k) Provisions) in IN ($10M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Bob Maxey Lincoln Mercury 401(k) Plan & Trust assets move in 2023? ▼
Bob Maxey Lincoln Mercury 401(k) Plan & Trust grew sharply - up 23.8% during 2023, from $8M to $10M. Reported net income was $2M.
How have Bob Maxey Lincoln, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bob Maxey Lincoln, Inc.'s sponsor-wide assets grew 40.8%, from $8M to $12M.
Which 401(k) plans are similar in size to Bob Maxey Lincoln Mercury 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Alliance Bancorp Employee Stock Ownership Plan (with 401(k) Provisions) in IN ($10M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Bob Maxey Lincoln Mercury 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants, $8M 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 381807015.

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.