401(k) · DOL Form 5500 · 2023

Courtesy Chevrolet 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
677
Participants Below avg headcount
70th
Percentile by assets National rank
$25,069
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Courtesy Automotive Group 401(k) Plan · Sponsored by Courtesy Chevrolet · Arizona · Retail Trade

$17M in assets, 677 participants

Courtesy Chevrolet's Courtesy Automotive Group 401(k) Plan reported $17M in total assets and 677 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.

  • #6,754 in Retail Trade (8,414 peers)

Courtesy Chevrolet multi-year trail

Courtesy Chevrolet's plans moved +56.5% in assets from 2022 to 2024; this filing shows Courtesy Automotive Group 401(k) Plan at $17M / 677 participants.

#6,754
in Retail Trade (8,414 peers)
+35.1%
assets growth YoY

Courtesy Automotive Group 401(k) Plan's outsized position by total assets

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

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

$16,971,844 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

Courtesy Automotive Group 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. Courtesy Automotive Group 401(k) Plan sits mid-pack in the medium band (677 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Courtesy Automotive Group 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Courtesy Automotive Group 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Courtesy Automotive Group 401(k) Plan reported participants fell from 742 in the plan year 2022 filing to 677 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 860123463 · Courtesy Chevrolet PY 2023 · 401(k)

Courtesy Automotive Group 401(k) Plan · $17M · 677 · 70th

  • EOY $17M
  • 5500 677
  • ASSETS 70th
  • PCT 401(k)
  • EIN near Pittsburgh Logistics Systems, Inc. 401(k) Plan
  • RANK ind #6754

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 →

Courtesy Automotive Group 401(k) Plan in the asset neighbourhood

Courtesy Automotive Group 401(k) PlanCourtesy Automotive Group 40…$17MPittsburgh Logistics Systems, Inc. 401(k) PlanPittsburgh Logistics Systems…$17MMinova USA Inc. 401(k) Plan$17MRiverside Metro Auto Group 401(k) PlanRiverside Metro Auto Group 4…$17MMicro Matic USA, Inc. Retirement Savings PlanMicro Matic USA, Inc. Retire…$17M
End-of-year total assets ($M) among Courtesy Automotive Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Courtesy Chevrolet multi-year asset trail

Sponsor-wide plan assets over time

All Courtesy Chevrolet plans reported in each filing year

Latest sponsor-wide plan assets
$20M 56.45377578389095% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.6M $19.7M ▲ +56.4%
Year Plans Participants Total Assets
2022 1 742 $13M
2023 1 677 $17M
2024 1 757 $20M

Courtesy Chevrolet filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN860123463
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Courtesy Automotive Group 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Courtesy Automotive Group 401(k) Plan, Total assets ($B): 0.016971844 · Participants: 677Courtesy Automotive Group 401(k) 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
Courtesy Automotive Group 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Courtesy Automotive Group 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Pittsburgh Logistics Systems, Inc. 401(k) Plan in PA ($17M); by covered participants it is Edwards Lifesciences Technology Sarl Retirement in PR (677 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (677 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 Courtesy Automotive Group 401(k) Plan assets move in 2023? ▼
Courtesy Automotive Group 401(k) Plan surged - up 35.1% during 2023, from $13M to $17M. Reported net income was $4M.
How have Courtesy Chevrolet plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Courtesy Chevrolet's sponsor-wide assets grew 56.5%, from $13M to $20M.
Which 401(k) plans are similar in size to Courtesy Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pittsburgh Logistics Systems, Inc. 401(k) Plan in PA ($17M, 625 participants).
Which 401(k) plans cover a similar participant headcount to Courtesy Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Edwards Lifesciences Technology Sarl Retirement in PR (677 participants, $45M 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 860123463.

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.