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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2022→2023 release diff →

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

Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing PlanMike Shannon Automotive Inc.…$18MCenter 401(k) Plan$18MChild & Family Services, Inc. 401(k) PlanChild & Family Services, Inc…$18MSunshine Ace Hardware, Inc. 401(k) Profit Sharing Plan and TrustSunshine Ace Hardware, Inc. …$18MCommercial Bank & Trust of PA Employees' Profit Sharing Retirement PlanCommercial Bank & Trust of P…$18M
End-of-year total assets ($M) among Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN390789560
Plan Effective Date1967-07-01
Filing StatusFILING 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
$14M$16M$18M$20M$22M 202220232024 $14.9M $20.3M ▲ +36.3%
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.

Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan, Total assets ($B): 0.017619442 · Participants: 236Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (236 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 Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan assets move in 2023?
Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan grew sharply - up 18.3% during 2023, from $15M to $18M. Reported net income was $3M.
How have Holiday Auto plan assets changed over time?
Across 3 plan years on file (2022-2024), Holiday Auto's sponsor-wide assets grew 36.3%, from $15M to $20M.
Which 401(k) plans are similar in size to Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Center 401(k) Plan in CO ($18M, 2,929 participants).
Which 401(k) plans cover a similar participant headcount to Mike Shannon Automotive Inc. Salary Deferral 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Cap Government Retirement Plan in FL (236 participants, N/A in assets).