401(k) · DOL Form 5500 · 2023

Bob Sumerel Tire Company 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
313
Participants Below avg headcount
63rd
Percentile by assets National rank
$39,105
Avg per participant Low balance/head
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Official DOL plan name: Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan · Sponsored by Bob Sumerel Tire Company · Kentucky · Retail Trade

$12M in assets, 313 participants

Bob Sumerel Tire Company's Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan reported $12M in total assets and 313 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,208 in Retail Trade (8,414 peers)

Coverage in Kentucky

Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan covers 313 participants in Kentucky, about 48% of the average Kentucky filer (state average ~647 per filing). Assets: $12M.

#6,208
in Retail Trade (8,414 peers)
+9.8%
assets growth YoY

Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$12,240,007 Top 37% higher than 63% 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 Sumerel Tire Co., Inc 401(k) and Profit Sharing 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. Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan sits mid-pack in the medium band (313 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan reported participants rose from 264 in the plan year 2022 filing to 313 in the plan year 2023 filing.
  • Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 310807676 · Bob Sumerel Tire Company PY 2023 · 401(k)

Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan · $12M · 313 · 63rd

  • PCT $12M
  • EIN 313
  • RANK 63rd
  • PHOTO 401(k)
  • IND near Aunalytics 401(k) Retirement Savings Plan
  • EOY ind #6208

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 Kentucky →

Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan in the asset neighbourhood

Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing PlanBob Sumerel Tire Co., Inc 40…$12MAunalytics 401(k) Retirement Savings PlanAunalytics 401(k) Retirement…$12MSunvera Group, LLC 401(k) Savings PlanSunvera Group, LLC 401(k) Sa…$12MAbove and Beyond 401(k) Plan$12MQdoba Restaurant Corporation 401(k) PlanQdoba Restaurant Corporation…$12M
End-of-year total assets ($M) among Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN310807676
Plan Effective Date1973-05-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Bob Sumerel Tire Company)

Sponsor-wide plan assets over time

All Bob Sumerel Tire Company plans reported in each filing year

Latest sponsor-wide plan assets
$15M 31.85572742775194% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.2M $14.7M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 264 $11M
2023 1 313 $12M
2024 1 330 $15M

Nearby 401(k) Plans in Kentucky

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

Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan, Total assets ($B): 0.012240007 · Participants: 313Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Aunalytics 401(k) Retirement Savings Plan in IN ($12M); by covered participants it is Five Star Transportation, Inc. 401(k) Plan in MA (313 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (313 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 Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan assets move in 2023? ▼
Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan grew at a solid clip - up 9.8% during 2023, from $11M to $12M. Reported net income was $1M.
How have Bob Sumerel Tire Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bob Sumerel Tire Company's sponsor-wide assets grew 31.9%, from $11M to $15M.
Which 401(k) plans are similar in size to Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aunalytics 401(k) Retirement Savings Plan in IN ($12M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Five Star Transportation, Inc. 401(k) Plan in MA (313 participants, $2M 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 310807676.

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.