401(k) · DOL Form 5500 · 2023

James Gramm, LLC Dba Safford Chry/Jp/Ddge of Fredericksburg 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
468
Participants Below avg headcount
82nd
Percentile by assets National rank
$79,512
Avg per participant Below avg balance/head
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Official DOL plan name: Safford Automotive Group 401(k) Plan · Sponsored by James Gramm, LLC Dba Safford Chry/Jp/Ddge of Fredericksburg · Virginia · Retail Trade

$37M in assets, 468 participants

James Gramm, LLC Dba Safford Chry/Jp/Ddge of Fredericksburg's Safford Automotive Group 401(k) Plan reported $37M in total assets and 468 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,557 in Retail Trade (8,414 peers)

Where Safford Automotive Group 401(k) Plan sits by assets

Safford Automotive Group 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 468 participants (~$79,512/participant), up 118.0% in 2023.

#7,557
in Retail Trade (8,414 peers)
+118.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Safford Automotive Group 401(k) Plan's outsized position by total assets

Safford Automotive Group 401(k) Plan vs every filed plan by assets

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

$37,211,628 Top 18% higher than 82% 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

Safford 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. Safford Automotive Group 401(k) Plan sits mid-pack in the medium band (468 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safford Automotive Group 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Safford Automotive Group 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Safford Automotive Group 401(k) Plan reported participants fell from 543 in the plan year 2022 filing to 468 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260016920 · James Gramm, LLC Dba Safford Chry/Jp/Ddge of Fredericksburg PY 2023 · 401(k)

Safford Automotive Group 401(k) Plan · $37M · 468 · 82nd

  • 5500 $37M
  • 5500 468
  • 5500 82nd
  • 5500 401(k)
  • 5500 near Le Sueur, Incorporated Profit Sharing and Retirement Plan
  • 5500 ind #7557

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 Virginia →

Safford Automotive Group 401(k) Plan in the asset neighbourhood

Ozarks Coca-Cola/Dr Pepper Bottling Company 401(k) Profit Sharing PlanOzarks Coca-Cola/Dr Pepper B…$37MWestern New York Teamsters 401(k) PlanWestern New York Teamsters 4…$37MThe Horizon Corporations Retirement PlanThe Horizon Corporations Ret…$37MSafford Automotive Group 401(k) PlanSafford Automotive Group 401…$37MLe Sueur, Incorporated Profit Sharing and Retirement PlanLe Sueur, Incorporated Profi…$37M
End-of-year total assets ($M) among Safford Automotive Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$37M
Net Income$20M
Employer EIN260016920
Plan Effective Date2002-06-20
Filing StatusFILING RECEIVED

Sponsor Plan History (James Gramm, LLC Dba Safford Chry/Jp/Ddge of Fredericksburg)

Sponsor-wide plan assets over time

All James Gramm, LLC Dba Safford Chry/Jp/Ddge of Fredericksburg plans reported in each filing year

Latest sponsor-wide plan assets
$44M 155.59999289877467% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $17.1M $43.6M ▲ +155.5%
Year Plans Participants Total Assets
2022 1 543 $17M
2023 1 468 $37M
2024 1 1,012 $44M

Nearby 401(k) Plans in Virginia

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

Safford Automotive Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Safford Automotive Group 401(k) Plan, Total assets ($B): 0.037211628 · Participants: 468Safford Automotive Group 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Safford Automotive Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Safford Automotive Group 401(k) Plan side-by-side with 3 peers →

Safford Automotive Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Le Sueur, Incorporated Profit Sharing and Retirement Plan in MN ($37M); by covered participants it is Banterra Corp. Profit Sharing Plan in IL (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (468 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 Safford Automotive Group 401(k) Plan assets move in 2023? ▼
Safford Automotive Group 401(k) Plan surged - up 118.0% during 2023, from $17M to $37M. Reported net income was $20M.
How have James Gramm, LLC Dba Safford Chry/Jp/Ddge of Fredericksburg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Gramm, LLC Dba Safford Chry/Jp/Ddge of Fredericksburg's sponsor-wide assets grew 155.6%, from $17M to $44M.
Where does Safford Automotive Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Safford Automotive Group 401(k) Plan ranks in the 82nd 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 Safford Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Le Sueur, Incorporated Profit Sharing and Retirement Plan in MN ($37M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Safford Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Banterra Corp. Profit Sharing Plan in IL (468 participants, $65M 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 260016920.

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.