401(k) · DOL Form 5500 · 2023

Autosavvy Holdings, Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
112
Participants Small participant base
36th
Percentile by assets National rank
$27,693
Avg per participant Low balance/head
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Official DOL plan name: Autosavvy Retirement 401(k) · Sponsored by Autosavvy Holdings, Inc · Utah · Retail Trade

$3M in assets, 112 participants

Autosavvy Holdings, Inc's Autosavvy Retirement 401(k) reported $3M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,009 in Retail Trade (8,414 peers)

Coverage in Utah

Autosavvy Retirement 401(k) covers 112 participants in Utah, about 19% of the average Utah filer (state average ~592 per filing). Assets: $3M.

#4,009
in Retail Trade (8,414 peers)
+51.9%
assets growth YoY

Autosavvy Retirement 401(k)'s mid-pack asset rank among Retail Trade and all filers

Autosavvy Retirement 401(k) vs every filed plan by assets

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

$3,101,589 36th percentile higher than 36% 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

Autosavvy Retirement 401(k) 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. Autosavvy Retirement 401(k) sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Autosavvy Retirement 401(k) reported net income rose from $130K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Autosavvy Retirement 401(k) reported participants fell from 286 in the plan year 2022 filing to 112 in the plan year 2023 filing.
  • Autosavvy Retirement 401(k) end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 825243381 · Autosavvy Holdings, Inc PY 2023 · 401(k)

Autosavvy Retirement 401(k) · $3M · 112 · 36th

  • VS-ST $3M
  • BOY 112
  • SCH 36th
  • EBSA 401(k)
  • PART near Sunrise Management Group 401(k) Safe Harbor Plan
  • TYPE ind #4009

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 Utah →

Autosavvy Retirement 401(k) in the asset neighbourhood

Autosavvy Retirement 401(k)$3MSunrise Management Group 401(k) Safe Harbor PlanSunrise Management Group 401…$3MOak Craft, Inc. Employee Profit Sharing PlanOak Craft, Inc. Employee Pro…$3MVanitvelt and Wendling 401(k) PlanVanitvelt and Wendling 401(k…$3MThe Cottage Gardens, Inc. 401(k) PlanThe Cottage Gardens, Inc. 40…$3M
End-of-year total assets ($M) among Autosavvy Retirement 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN825243381
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Autosavvy Holdings, Inc)

Sponsor-wide plan assets over time

All Autosavvy Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 125.49266740115068% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.04M $4.61M ▲ +126.0%
Year Plans Participants Total Assets
2022 1 286 $2M
2023 1 112 $3M
2024 1 336 $5M

Nearby 401(k) Plans in Utah

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

Autosavvy Retirement 401(k) vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Autosavvy Retirement 401(k), Total assets ($B): 0.003101589 · Participants: 112Autosavvy Retirement 401(k)Intermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Autosavvy Retirement 401(k) vs. nearby 401(k) plans in Utah, assets vs. participants

Autosavvy Retirement 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Sunrise Management Group 401(k) Safe Harbor Plan in MS ($3M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Autosavvy Retirement 401(k) assets move in 2023?
Autosavvy Retirement 401(k) surged - up 51.9% during 2023, from $2M to $3M. Reported net income was $1M.
How have Autosavvy Holdings, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Autosavvy Holdings, Inc's sponsor-wide assets grew 125.5%, from $2M to $5M.
Which 401(k) plans are similar in size to Autosavvy Retirement 401(k)?
Among 401(k) plans in other states, the closest by assets is Sunrise Management Group 401(k) Safe Harbor Plan in MS ($3M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Autosavvy Retirement 401(k)?
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 participants, N/A in assets).