401(k) · DOL Form 5500 · 2023

Joe Basil Chevrolet 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
146
Participants Small participant base
70th
Percentile by assets National rank
$115,885
Avg per participant Below avg balance/head
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Official DOL plan name: Joe Basil Chevrolet Inc. 401(k) Plan · Sponsored by Joe Basil Chevrolet · New York · Retail Trade

$17M in assets, 146 participants

Joe Basil Chevrolet's Joe Basil Chevrolet Inc. 401(k) Plan reported $17M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,750 in Retail Trade (8,414 peers)

Coverage in New York

Joe Basil Chevrolet Inc. 401(k) Plan covers 146 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $17M.

#6,750
in Retail Trade (8,414 peers)
+17.1%
assets growth YoY

Joe Basil Chevrolet Inc. 401(k) Plan's outsized position by total assets

Joe Basil Chevrolet Inc. 401(k) Plan vs every filed plan by assets

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

$16,919,221 Top 30% higher than 70% 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

Joe Basil Chevrolet Inc. 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. Joe Basil Chevrolet Inc. 401(k) Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joe Basil Chevrolet Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Joe Basil Chevrolet Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Joe Basil Chevrolet Inc. 401(k) Plan reported participants fell from 148 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 161068991 · Joe Basil Chevrolet PY 2023 · 401(k)

Joe Basil Chevrolet Inc. 401(k) Plan · $17M · 146 · 70th

  • EBSA $17M
  • PART 146
  • TYPE 70th
  • NET 401(k)
  • BOOK near Belimed, Inc. 401(k) Plan
  • VS-ST ind #6750

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 New York →

Joe Basil Chevrolet Inc. 401(k) Plan in the asset neighbourhood

Joe Basil Chevrolet Inc. 401(k) PlanJoe Basil Chevrolet Inc. 401…$17MBelimed, Inc. 401(k) Plan$17MAstrix Technology, LLC 401(k) PlanAstrix Technology, LLC 401(k…$17MPipe Distributors Inc. Employees's Profit Sharing & 401(k) PlanPipe Distributors Inc. Emplo…$17MSterling Lumber & Investment Company 401(k) PlanSterling Lumber & Investment…$17M
End-of-year total assets ($M) among Joe Basil Chevrolet Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN161068991
Plan Effective Date1986-12-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Joe Basil Chevrolet)

Sponsor-wide plan assets over time

All Joe Basil Chevrolet plans reported in each filing year

Latest sponsor-wide plan assets
$17M 17.05355848132204% vs 2022
2023 filing year
$14M$15M$16M$17M$18M 20222023 $14.5M $16.9M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 148 $14M
2023 1 146 $17M

Nearby 401(k) Plans in New York

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

Joe Basil Chevrolet Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Joe Basil Chevrolet Inc. 401(k) Plan, Total assets ($B): 0.016919221 · Participants: 146Joe Basil Chevrolet Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Joe Basil Chevrolet Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Joe Basil Chevrolet Inc. 401(k) Plan side-by-side with 3 peers →

Joe Basil Chevrolet Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Belimed, Inc. 401(k) Plan in SC ($17M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Joe Basil Chevrolet Inc. 401(k) Plan assets move in 2023? ▼
Joe Basil Chevrolet Inc. 401(k) Plan grew sharply - up 17.1% during 2023, from $14M to $17M. Reported net income was $2M.
How have Joe Basil Chevrolet plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Joe Basil Chevrolet's sponsor-wide assets grew 17.1%, from $14M to $17M.
Which 401(k) plans are similar in size to Joe Basil Chevrolet Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Belimed, Inc. 401(k) Plan in SC ($17M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Joe Basil Chevrolet Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (146 participants, $1M 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 161068991.

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.