401(k) · DOL Form 5500 · 2023

Shottenkirk Automotive Group, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
712
Participants Below avg headcount
81st
Percentile by assets National rank
$49,767
Avg per participant Low balance/head
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Official DOL plan name: Shottenkirk 401(k) Retirement Savings Plan · Sponsored by Shottenkirk Automotive Group, Inc. · Iowa · Retail Trade

$35M in assets, 712 participants

Shottenkirk Automotive Group, Inc.'s Shottenkirk 401(k) Retirement Savings Plan reported $35M in total assets and 712 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.

  • #7,526 in Retail Trade (8,414 peers)

Where Shottenkirk 401(k) Retirement Savings Plan sits by assets

Shottenkirk 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $35M for 712 participants (~$49,767/participant), up 28.4% in 2023.

#7,526
in Retail Trade (8,414 peers)
+28.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Shottenkirk 401(k) Retirement Savings Plan's outsized position by total assets

Shottenkirk 401(k) Retirement Savings Plan vs every filed plan by assets

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

$35,433,907 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

Shottenkirk 401(k) Retirement 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. Shottenkirk 401(k) Retirement Savings Plan sits mid-pack in the medium band (712 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shottenkirk 401(k) Retirement Savings Plan reported net income rose from -$303K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Shottenkirk 401(k) Retirement Savings Plan end-of-year assets rose from $28M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Shottenkirk 401(k) Retirement Savings Plan reported participants rose from 563 in the plan year 2022 filing to 712 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 800014964 · Shottenkirk Automotive Group, Inc. PY 2023 · 401(k)

Shottenkirk 401(k) Retirement Savings Plan · $35M · 712 · 81st

  • BOY $35M
  • BOY 712
  • BOY 81st
  • BOY 401(k)
  • BOY near Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan
  • BOY ind #7526

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 Iowa →

Shottenkirk 401(k) Retirement Savings Plan in the asset neighbourhood

Chesapeake Financial Shares, Inc. 401(k) Profit Sharing PlanChesapeake Financial Shares,…$35MSheridan Production Operating Company, LLC 401(k) Savings PlanSheridan Production Operatin…$35MVictorinox Swiss Army, Inc. 401(k) PlanVictorinox Swiss Army, Inc. …$35MRps Holdings 401(k) Plan$35MShottenkirk 401(k) Retirement Savings PlanShottenkirk 401(k) Retiremen…$35M
End-of-year total assets ($M) among Shottenkirk 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$35M
Net Income$8M
Employer EIN800014964
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shottenkirk Automotive Group, Inc.)

Sponsor-wide plan assets over time

All Shottenkirk Automotive Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 45.90895027492974% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.6M $40.3M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 563 $28M
2023 1 712 $35M
2024 1 1,026 $40M

Nearby 401(k) Plans in Iowa

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

Shottenkirk 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Shottenkirk 401(k) Retirement Savings Plan, Total assets ($B): 0.035433907 · Participants: 712Shottenkirk 401(k) Retirement Savings PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Shottenkirk 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Shottenkirk 401(k) Retirement Savings Plan side-by-side with 3 peers →

Shottenkirk 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan in VA ($35M); by covered participants it is Rpa Retirement Plan in CA (712 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (712 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 Shottenkirk 401(k) Retirement Savings Plan assets move in 2023? ▼
Shottenkirk 401(k) Retirement Savings Plan grew sharply - up 28.4% during 2023, from $28M to $35M. Reported net income was $8M.
How have Shottenkirk Automotive Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shottenkirk Automotive Group, Inc.'s sponsor-wide assets grew 45.9%, from $28M to $40M.
Where does Shottenkirk 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Shottenkirk 401(k) Retirement 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 Shottenkirk 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chesapeake Financial Shares, Inc. 401(k) Profit Sharing Plan in VA ($35M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Shottenkirk 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rpa Retirement Plan in CA (712 participants, $112M 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 800014964.

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.