401(k) · DOL Form 5500 · 2023

Bill Alexander Ford Lincoln Mercury, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
151
Participants Small participant base
51st
Percentile by assets National rank
$46,227
Avg per participant Low balance/head
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Official DOL plan name: Bill Alexander Automotive Group 401(k) Profit Sharing Plan · Sponsored by Bill Alexander Ford Lincoln Mercury, Inc. · Arizona · Retail Trade

$7M in assets, 151 participants

Bill Alexander Ford Lincoln Mercury, Inc.'s Bill Alexander Automotive Group 401(k) Profit Sharing Plan reported $7M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,150 in Retail Trade (8,414 peers)

Coverage in Arizona

Bill Alexander Automotive Group 401(k) Profit Sharing Plan covers 151 participants in Arizona, about 27% of the average Arizona filer (state average ~564 per filing). Assets: $7M.

#5,150
in Retail Trade (8,414 peers)
+28.3%
assets growth YoY

Bill Alexander Automotive Group 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Bill Alexander Automotive Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,980,202 Top 49% higher than 51% 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

Bill Alexander Automotive Group 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. Bill Alexander Automotive Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bill Alexander Automotive Group 401(k) Profit Sharing Plan reported net income rose from -$872K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bill Alexander Automotive Group 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860393506 · Bill Alexander Ford Lincoln Mercury, Inc. PY 2023 · 401(k)

Bill Alexander Automotive Group 401(k) Profit Sharing Plan · $7M · 151 · 51st

  • IND $7M
  • IND 151
  • IND 51st
  • IND 401(k)
  • IND near My Community Credit Union Capital Accumulation Plan
  • IND ind #5150

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 Arizona →

Bill Alexander Automotive Group 401(k) Profit Sharing Plan in the asset neighbourhood

Bill Alexander Automotive Group 401(k) Profit Sharing PlanBill Alexander Automotive Gr…$7MMy Community Credit Union Capital Accumulation PlanMy Community Credit Union Ca…$7MSafe-Harbor 403(b) Thrift Plan for Employees of United Family Practice Health CenterSafe-Harbor 403(b) Thrift Pl…$7MHomewerks Worldwide LLC 401(k)Homewerks Worldwide LLC 401(…$7MDownes Construction Co., LLC 401(k) PlanDownes Construction Co., LLC…$7M
End-of-year total assets ($M) among Bill Alexander Automotive Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN860393506
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bill Alexander Ford Lincoln Mercury, Inc.)

Sponsor-wide plan assets over time

All Bill Alexander Ford Lincoln Mercury, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.881309307801228% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.44M $6.96M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 150 $5M
2023 1 151 $7M
2024 1 164 $7M

Nearby 401(k) Plans in Arizona

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

Bill Alexander Automotive Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Bill Alexander Automotive Group 401(k) Profit Sharing Plan, Total assets ($B): 0.006980202 · Participants: 151Bill Alexander Automotive Group 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Bill Alexander Automotive Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Bill Alexander Automotive Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bill Alexander Automotive Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is My Community Credit Union Capital Accumulation Plan in TX ($7M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Bill Alexander Automotive Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Bill Alexander Automotive Group 401(k) Profit Sharing Plan grew sharply - up 28.3% during 2023, from $5M to $7M. Reported net income was $1M.
How have Bill Alexander Ford Lincoln Mercury, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bill Alexander Ford Lincoln Mercury, Inc.'s sponsor-wide assets grew 27.9%, from $5M to $7M.
Which 401(k) plans are similar in size to Bill Alexander Automotive Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is My Community Credit Union Capital Accumulation Plan in TX ($7M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Bill Alexander Automotive Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 860393506.

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.