401(k) · DOL Form 5500 · 2023

Libertyville Chevrolet, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
212
Participants Below avg headcount
40th
Percentile by assets National rank
$18,202
Avg per participant Low balance/head
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Official DOL plan name: Happy Automotive 401(k) Plan · Sponsored by Libertyville Chevrolet, Inc. · Illinois · Retail Trade

$4M in assets, 212 participants

Libertyville Chevrolet, Inc.'s Happy Automotive 401(k) Plan reported $4M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,251 in Retail Trade (8,414 peers)

Coverage in Illinois

Happy Automotive 401(k) Plan covers 212 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $4M.

#4,251
in Retail Trade (8,414 peers)
+62.5%
assets growth YoY

Happy Automotive 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Happy Automotive 401(k) Plan vs every filed plan by assets

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

$3,858,781 40th percentile higher than 40% 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

Happy Automotive 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. Happy Automotive 401(k) Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Happy Automotive 401(k) Plan reported net income rose from $277K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Happy Automotive 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Happy Automotive 401(k) Plan reported participants rose from 175 in the plan year 2022 filing to 212 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 203383684 · Libertyville Chevrolet, Inc. PY 2023 · 401(k)

Happy Automotive 401(k) Plan · $4M · 212 · 40th

  • PCT $4M
  • EIN 212
  • RANK 40th
  • PHOTO 401(k)
  • IND near Intercool USA, LLC 401(k) & Profit Sharing Plan & Trust
  • EOY ind #4251

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 Illinois →

Happy Automotive 401(k) Plan in the asset neighbourhood

Happy Automotive 401(k) Plan$4MIntercool USA, LLC 401(k) & Profit Sharing Plan & TrustIntercool USA, LLC 401(k) & …$4MRn Staff Dba Rehability Care 401(k) PlanRn Staff Dba Rehability Care…$4MCenter for Children with Special Needs LLC 401(k) PlanCenter for Children with Spe…$4MSandstone Care Colorado 401(k) PlanSandstone Care Colorado 401(…$4M
End-of-year total assets ($M) among Happy Automotive 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN203383684
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Libertyville Chevrolet, Inc.)

Sponsor-wide plan assets over time

All Libertyville Chevrolet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 101.07910972920986% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.37M $4.78M ▲ +101.7%
Year Plans Participants Total Assets
2022 1 175 $2M
2023 1 212 $4M
2024 1 281 $5M

Nearby 401(k) Plans in Illinois

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

Happy Automotive 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Happy Automotive 401(k) Plan, Total assets ($B): 0.003858781 · Participants: 212Happy Automotive 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Happy Automotive 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Happy Automotive 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Intercool USA, LLC 401(k) & Profit Sharing Plan & Trust in TX ($4M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Happy Automotive 401(k) Plan assets move in 2023? ▼
Happy Automotive 401(k) Plan surged - up 62.5% during 2023, from $2M to $4M. Reported net income was $1M.
How have Libertyville Chevrolet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Libertyville Chevrolet, Inc.'s sponsor-wide assets grew 101.1%, from $2M to $5M.
Which 401(k) plans are similar in size to Happy Automotive 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intercool USA, LLC 401(k) & Profit Sharing Plan & Trust in TX ($4M, 206 participants).
Which 401(k) plans cover a similar participant headcount to Happy Automotive 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants, $5M 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 203383684.

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.