401(k) · DOL Form 5500 · 2023

Gustman Chevrolet Sales, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
131
Participants Small participant base
81st
Percentile by assets National rank
$255,025
Avg per participant Above avg balance/head
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Official DOL plan name: Gustman Employees' Profit Sharing and Savings Plan · Sponsored by Gustman Chevrolet Sales, Inc. · Wisconsin · Retail Trade

$33M in assets, 131 participants

Gustman Chevrolet Sales, Inc.'s Gustman Employees' Profit Sharing and Savings Plan reported $33M in total assets and 131 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.

  • #7,469 in Retail Trade (8,414 peers)

Coverage in Wisconsin

Gustman Employees' Profit Sharing and Savings Plan covers 131 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $33M.

#7,469
in Retail Trade (8,414 peers)
+18.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Gustman Employees' Profit Sharing and Savings Plan's outsized position by total assets

Gustman Employees' Profit Sharing and Savings Plan vs every filed plan by assets

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

$33,408,216 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

Gustman Employees' Profit Sharing and 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. Gustman Employees' Profit Sharing and Savings Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gustman Employees' Profit Sharing and Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Gustman Employees' Profit Sharing and Savings Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Gustman Employees' Profit Sharing and Savings Plan reported participants fell from 145 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390325130 · Gustman Chevrolet Sales, Inc. PY 2023 · 401(k)

Gustman Employees' Profit Sharing and Savings Plan · $33M · 131 · 81st

  • EOY $33M
  • EOY 131
  • EOY 81st
  • EOY 401(k)
  • EOY near Dunaway Associates, L.P. 401(k) Plan
  • EOY ind #7469

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 Wisconsin →

Gustman Employees' Profit Sharing and Savings Plan in the asset neighbourhood

Gustman Employees' Profit Sharing and Savings PlanGustman Employees' Profit Sh…$33MDunaway Associates, L.P. 401(k) PlanDunaway Associates, L.P. 401…$33MTransportation Research Center Inc. Employees' Retirement Savings Plan and TrustTransportation Research Cent…$33MLithographix, Inc. 401(k) Investment Savings PlanLithographix, Inc. 401(k) In…$33MDelta Marine Industries, Incorporated Employees' Retirement PlanDelta Marine Industries, Inc…$33M
End-of-year total assets ($M) among Gustman Employees' Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN390325130
Plan Effective Date1950-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gustman Chevrolet Sales, Inc.)

Sponsor-wide plan assets over time

All Gustman Chevrolet Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 27.21463406302453% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.2M $35.8M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 145 $28M
2023 1 131 $33M
2024 1 130 $36M

Nearby 401(k) Plans in Wisconsin

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

Gustman Employees' Profit Sharing and Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Gustman Employees' Profit Sharing and Savings Plan, Total assets ($B): 0.033408216 · Participants: 131Gustman Employees' Profit Sharing and Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Gustman Employees' Profit Sharing and Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Gustman Employees' Profit Sharing and Savings Plan side-by-side with 3 peers →

Gustman Employees' Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Dunaway Associates, L.P. 401(k) Plan in TX ($33M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Gustman Employees' Profit Sharing and Savings Plan assets move in 2023? ▼
Gustman Employees' Profit Sharing and Savings Plan grew sharply - up 18.6% during 2023, from $28M to $33M. Reported net income was $5M.
How have Gustman Chevrolet Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gustman Chevrolet Sales, Inc.'s sponsor-wide assets grew 27.2%, from $28M to $36M.
Where does Gustman Employees' Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Gustman Employees' Profit Sharing and 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 Gustman Employees' Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dunaway Associates, L.P. 401(k) Plan in TX ($33M, 216 participants).
Which 401(k) plans cover a similar participant headcount to Gustman Employees' Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 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 390325130.

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.