401(k) · DOL Form 5500 · 2023

Family Dealership Group, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
192
Participants Below avg headcount
42nd
Percentile by assets National rank
$23,203
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Family Dealership Group Employee Savings Plan · Sponsored by Family Dealership Group, LLC · Texas · Retail Trade

$4M in assets, 192 participants

Family Dealership Group, LLC's Family Dealership Group Employee Savings Plan reported $4M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,441 in Retail Trade (8,414 peers)

Coverage in Texas

Family Dealership Group Employee Savings Plan covers 192 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#4,441
in Retail Trade (8,414 peers)
+33.6%
assets growth YoY

Family Dealership Group Employee Savings Plan's mid-pack asset rank among Retail Trade and all filers

Family Dealership Group Employee Savings Plan vs every filed plan by assets

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

$4,454,971 42nd percentile higher than 42% 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

Family Dealership Group Employee Savings 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. Family Dealership Group Employee Savings Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Family Dealership Group Employee Savings Plan reported net income rose from -$73K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Family Dealership Group Employee Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Family Dealership Group Employee Savings Plan reported participants fell from 197 in the plan year 2022 filing to 192 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 471341328 · Family Dealership Group, LLC PY 2023 · 401(k)

Family Dealership Group Employee Savings Plan · $4M · 192 · 42nd

  • BOY $4M
  • BOY 192
  • BOY 42nd
  • BOY 401(k)
  • BOY near R&m Freight, Inc. 401(k) Plan
  • BOY ind #4441

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 Texas →

Family Dealership Group Employee Savings Plan in the asset neighbourhood

Mastro Electric Supply Company, Inc.401(k) Profit Sharing PlanMastro Electric Supply Compa…$4MClose to My Heart 401(k) Plan$4MFamily Dealership Group Employee Savings PlanFamily Dealership Group Empl…$4MR&m Freight, Inc. 401(k) Plan$4MForethought Technologies Inc. 401(k) PlanForethought Technologies Inc…$4M
End-of-year total assets ($M) among Family Dealership Group Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN471341328
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Dealership Group, LLC)

Sponsor-wide plan assets over time

All Family Dealership Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 59.28287669569613% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.34M $5.31M ▲ +59.0%
Year Plans Participants Total Assets
2022 1 197 $3M
2023 1 192 $4M
2024 1 244 $5M

Nearby 401(k) Plans in Texas

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

Family Dealership Group Employee Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Family Dealership Group Employee Savings Plan, Total assets ($B): 0.004454971 · Participants: 192Family Dealership Group Employee Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Family Dealership Group Employee Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Family Dealership Group Employee Savings Plan side-by-side with 3 peers →

Family Dealership Group Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is R&m Freight, Inc. 401(k) Plan in IL ($4M); by covered participants it is T Enterprises 401(k) Plan in MS (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Family Dealership Group Employee Savings Plan assets move in 2023? ▼
Family Dealership Group Employee Savings Plan surged - up 33.6% during 2023, from $3M to $4M. Reported net income was $1M.
How have Family Dealership Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Dealership Group, LLC's sponsor-wide assets grew 59.3%, from $3M to $5M.
Which 401(k) plans are similar in size to Family Dealership Group Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is R&m Freight, Inc. 401(k) Plan in IL ($4M, 401 participants).
Which 401(k) plans cover a similar participant headcount to Family Dealership Group Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T Enterprises 401(k) Plan in MS (192 participants, N/A 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 471341328.

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.