401(k) · DOL Form 5500 · 2023
Holiday Auto 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 236
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $74,659
- Avg per participant Below avg balance/head
Official DOL plan name: Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan · Sponsored by Holiday Auto · Wisconsin · Retail Trade
$18M in assets, 236 participants
Holiday Auto's Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan reported $18M in total assets and 236 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.
- #6,806 in Retail Trade (8,414 peers)
Coverage in Wisconsin
Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan covers 236 participants in Wisconsin, about 42% of the average Wisconsin filer (state average ~563 per filing). Assets: $18M.
- #6,806
- in Retail Trade (8,414 peers)
- +18.3%
- assets growth YoY
Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan's outsized position by total assets
Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,619,442 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mike Shannon Automotive Inc. Salary Deferral 401(k) 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. Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan sits mid-pack in the medium band (236 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan reported participants rose from 217 in the plan year 2022 filing to 236 in the plan year 2023 filing.
DOL schedule card
Filing strip 390789560 · Holiday Auto PY 2023 · 401(k)
Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan · $18M · 236 · 70th
- EOY $18M
- 5500 236
- ASSETS 70th
- PCT 401(k)
- EIN near Center 401(k) Plan
- RANK ind #6806
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 Wisconsin →
Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 390789560 |
| Plan Effective Date | 1967-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holiday Auto)
Sponsor-wide plan assets over time
All Holiday Auto plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 36.2583834771716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 217 | $15M |
| 2023 | 1 | 236 | $18M |
| 2024 | 1 | 259 | $20M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Center 401(k) Plan in CO ($18M); by covered participants it is Cap Government Retirement Plan in FL (236 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (236 participants); asset peers above are excluded.
- Cap Government Retirement Plan (FL) 236 · 0 off
- Curo Management LLC 401(k) Plan (KS) 236 · 0 off
- Genon Energy Employee Savings Plan (TX) 236 · 0 off
- Star and Crescent Boat Company 401(k) Savings Plan (CA) 236 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.