401(k) · DOL Form 5500 · 2022

Westgate Auto Group, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
282
Participants Below avg headcount
41st
Percentile by assets National rank
$10,798
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westgate Auto Group, LLC 401(k) Plan · Sponsored by Westgate Auto Group, LLC · North Carolina · Retail Trade

$3M in assets, 282 participants

Westgate Auto Group, LLC's Westgate Auto Group, LLC 401(k) Plan reported $3M in total assets and 282 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,778 in Retail Trade (9,519 peers)

Coverage in North Carolina

Westgate Auto Group, LLC 401(k) Plan covers 282 participants in North Carolina, about 34% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.

#4,778
in Retail Trade (9,519 peers)
-0.5%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westgate Auto Group, LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Westgate Auto Group, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,045,056 41st percentile higher than 41% of 139,123 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 2022

Westgate Auto Group, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westgate Auto Group, LLC 401(k) Plan sits mid-pack in the medium band (282 participants).

EBSA filing schedule strip

Filing strip 273079540 · Westgate Auto Group, LLC PY 2022 · 401(k)

Westgate Auto Group, LLC 401(k) Plan · $3M · 282 · 41st

  • PCT $3M
  • PCT 282
  • PCT 41st
  • PCT 401(k)
  • PCT near Buckley King 401(k) Plan
  • PCT ind #4778

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 North Carolina →

Westgate Auto Group, LLC 401(k) Plan in the asset neighbourhood

Westgate Auto Group, LLC 401(k) PlanWestgate Auto Group, LLC 401…$3MBuckley King 401(k) Plan$3MTemp Con Inc 401(k) Savings PlanTemp Con Inc 401(k) Savings …$3MAeroflex USA Inc. 401(k) Plan$3MRockbridge Growth Equity Management, L.P.401(k) PlanRockbridge Growth Equity Man…$3M
End-of-year total assets ($M) among Westgate Auto Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$14K
Employer EIN273079540
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westgate Auto Group, LLC)

Sponsor-wide plan assets over time

All Westgate Auto Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 54.43246363942076% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.05M $4.7M ▲ +54.1%
Year Plans Participants Total Assets
2022 1 282 $3M
2023 1 264 $4M
2024 1 256 $5M

Nearby 401(k) Plans in North Carolina

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

Westgate Auto Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Westgate Auto Group, LLC 401(k) Plan, Total assets ($B): 0.003045056 · Participants: 282Westgate Auto Group, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Westgate Auto Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Westgate Auto Group, LLC 401(k) Plan side-by-side with 3 peers →

Westgate Auto Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Buckley King 401(k) Plan in OH ($3M); by covered participants it is Magic Memories Employee Retirement Plan in CO (282 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (282 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Westgate Auto Group, LLC 401(k) Plan assets move in 2022? ▼
Westgate Auto Group, LLC 401(k) Plan held essentially flat - down 0.5% during 2022, from $3M to $3M. Reported net income was -$14K.
How have Westgate Auto Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westgate Auto Group, LLC's sponsor-wide assets grew 54.4%, from $3M to $5M.
Which 401(k) plans are similar in size to Westgate Auto Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buckley King 401(k) Plan in OH ($3M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Westgate Auto Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Magic Memories Employee Retirement Plan in CO (282 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273079540.

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.