401(k) · DOL Form 5500 · 2023

Dealerpolicy, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
251
Participants Below avg headcount
58th
Percentile by assets National rank
$38,943
Avg per participant Low balance/head
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Official DOL plan name: Polly 401(k) Plan · Sponsored by Dealerpolicy, Inc. · Vermont · Finance & Insurance

$10M in assets, 251 participants

Dealerpolicy, Inc.'s Polly 401(k) Plan reported $10M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,801 in Finance & Insurance (8,869 peers)

Dealerpolicy, Inc. multi-year trail

Dealerpolicy, Inc.'s plans moved +65.8% in assets from 2022 to 2024; this filing shows Polly 401(k) Plan at $10M / 251 participants.

#3,801
in Finance & Insurance (8,869 peers)
+35.3%
assets growth YoY

Polly 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Polly 401(k) Plan vs every filed plan by assets

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

$9,774,785 Top 42% higher than 58% 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

Polly 401(k) 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. Polly 401(k) Plan sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Polly 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Polly 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Polly 401(k) Plan reported participants fell from 297 in the plan year 2022 filing to 251 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 832986435 · Dealerpolicy, Inc. PY 2023 · 401(k)

Polly 401(k) Plan · $10M · 251 · 58th

  • BOOK $10M
  • BOOK 251
  • BOOK 58th
  • BOOK 401(k)
  • BOOK near The Meduri Farms, Inc. Retirement Plan
  • BOOK ind #3801

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 Finance & Insurance retirement plans → · Plans in Vermont →

Polly 401(k) Plan in the asset neighbourhood

Mcpherson Concrete Companies 401(k) PlanMcpherson Concrete Companies…$10MPor 401(k) Plan$10MPolly 401(k) Plan$10MThe Meduri Farms, Inc. Retirement PlanThe Meduri Farms, Inc. Retir…$10MSierrathermal, Inc. 401(k) PlanSierrathermal, Inc. 401(k) P…$10M
End-of-year total assets ($M) among Polly 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dealerpolicy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dealerpolicy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 65.84861283064026% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.23M $12M ▲ +65.8%
Year Plans Participants Total Assets
2022 1 297 $7M
2023 1 251 $10M
2024 1 178 $12M

Dealerpolicy, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN832986435
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Polly 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Polly 401(k) Plan, Total assets ($B): 0.009774785 · Participants: 251Polly 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Polly 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Polly 401(k) Plan side-by-side with 3 peers →

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

Outside Vermont, the nearest 401(k) by assets is The Meduri Farms, Inc. Retirement Plan in OR ($10M); by covered participants it is Drata Inc. 401(k) Plan in CA (251 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Polly 401(k) Plan assets move in 2023? ▼
Polly 401(k) Plan surged - up 35.3% during 2023, from $7M to $10M. Reported net income was $3M.
How have Dealerpolicy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dealerpolicy, Inc.'s sponsor-wide assets grew 65.8%, from $7M to $12M.
Which 401(k) plans are similar in size to Polly 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Meduri Farms, Inc. Retirement Plan in OR ($10M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Polly 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Drata Inc. 401(k) Plan in CA (251 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 832986435.

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.