401(k) · DOL Form 5500 · 2023
Cortese Chrysler Jeep Dodge, Inc 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 145
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $86,833
- Avg per participant Below avg balance/head
Official DOL plan name: Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Cortese Chrysler Jeep Dodge, Inc · New York · Wholesale Trade
$13M in assets, 145 participants
Cortese Chrysler Jeep Dodge, Inc's Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust reported $13M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #3,576 in Wholesale Trade (6,309 peers)
Coverage in New York
Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust covers 145 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $13M.
- #3,576
- in Wholesale Trade (6,309 peers)
- +6.9%
- assets growth YoY
Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers
Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,590,800 Top 36% higher than 64% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust 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. Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (145 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $757K in the plan year 2023 filing.
- Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust reported participants rose from 136 in the plan year 2022 filing to 145 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 161081381 · Cortese Chrysler Jeep Dodge, Inc PY 2023 · 401(k)
Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust · $13M · 145 · 64th
- PCT $13M
- PCT 145
- PCT 64th
- PCT 401(k)
- PCT near Pattillo Management, Inc. 401(k) Plan
- PCT ind #3576
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 Wholesale Trade retirement plans → · Plans in New York →
Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $757K |
| Employer EIN | 161081381 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cortese Chrysler Jeep Dodge, Inc)
Sponsor-wide plan assets over time
All Cortese Chrysler Jeep Dodge, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 12.769650169588578% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 136 | $12M |
| 2023 | 1 | 145 | $13M |
| 2024 | 1 | 144 | $13M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Pattillo Management, Inc. 401(k) Plan in GA ($13M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Pattillo Management, Inc. 401(k) Plan (GA) $13M · 27
- U.S. Zinc 401(k) Profit Sharing Plan (TX) $13M · 165
- Aco, Inc Tax Favored Savings Plan (OH) $13M · 186
- Keith Smith Company, Inc Employee Psp (AR) $13M · 117
Similar participant headcount
Nearest other-state filings by covered participants (145 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.