401(k) · DOL Form 5500 · 2023

Valley Motors, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
186
Participants Below avg headcount
53rd
Percentile by assets National rank
$40,653
Avg per participant Low balance/head
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Official DOL plan name: Fitzpatrick Dealership Group 401(k) Plan and Trust · Sponsored by Valley Motors, Inc. · California · Retail Trade

$8M in assets, 186 participants

Valley Motors, Inc.'s Fitzpatrick Dealership Group 401(k) Plan and Trust reported $8M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,281 in Retail Trade (8,414 peers)

Coverage in California

Fitzpatrick Dealership Group 401(k) Plan and Trust covers 186 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $8M.

#5,281
in Retail Trade (8,414 peers)
+16.7%
assets growth YoY

Fitzpatrick Dealership Group 401(k) Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Fitzpatrick Dealership Group 401(k) Plan and Trust vs every filed plan by assets

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

$7,561,456 Top 47% higher than 53% 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

Fitzpatrick Dealership Group 401(k) 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. Fitzpatrick Dealership Group 401(k) Plan and Trust sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fitzpatrick Dealership Group 401(k) Plan and Trust reported net income rose from -$354K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Fitzpatrick Dealership Group 401(k) Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Fitzpatrick Dealership Group 401(k) Plan and Trust reported participants rose from 169 in the plan year 2022 filing to 186 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 911950122 · Valley Motors, Inc. PY 2023 · 401(k)

Fitzpatrick Dealership Group 401(k) Plan and Trust · $8M · 186 · 53rd

  • 5500 $8M
  • 5500 186
  • 5500 53rd
  • 5500 401(k)
  • 5500 near Bonten Media Group Inc. Employee Retirement Savings Plan
  • 5500 ind #5281

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 California →

Fitzpatrick Dealership Group 401(k) Plan and Trust in the asset neighbourhood

Fitzpatrick Dealership Group 401(k) Plan and TrustFitzpatrick Dealership Group…$8MBonten Media Group Inc. Employee Retirement Savings PlanBonten Media Group Inc. Empl…$8MInh Retirement Plan and Trust$8MTek Precision Co., Ltd. Savings & Protection PlanTek Precision Co., Ltd. Savi…$8MOpen Arms Care Corporation Retirement PlanOpen Arms Care Corporation R…$8M
End-of-year total assets ($M) among Fitzpatrick Dealership Group 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN911950122
Plan Effective Date1991-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Motors, Inc.)

Sponsor-wide plan assets over time

All Valley Motors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 33.86250487902336% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.48M $8.68M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 169 $6M
2023 1 186 $8M
2024 1 185 $9M

Nearby 401(k) Plans in California

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

Fitzpatrick Dealership Group 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Fitzpatrick Dealership Group 401(k) Plan and Trust, Total assets ($B): 0.007561456 · Participants: 186Fitzpatrick Dealership Group 401(k) Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Fitzpatrick Dealership Group 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Fitzpatrick Dealership Group 401(k) Plan and Trust side-by-side with 3 peers →

Fitzpatrick Dealership Group 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bonten Media Group Inc. Employee Retirement Savings Plan in MD ($8M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Fitzpatrick Dealership Group 401(k) Plan and Trust assets move in 2023? ▼
Fitzpatrick Dealership Group 401(k) Plan and Trust grew sharply - up 16.7% during 2023, from $6M to $8M. Reported net income was $1M.
How have Valley Motors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Motors, Inc.'s sponsor-wide assets grew 33.9%, from $6M to $9M.
Which 401(k) plans are similar in size to Fitzpatrick Dealership Group 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bonten Media Group Inc. Employee Retirement Savings Plan in MD ($8M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Fitzpatrick Dealership Group 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (186 participants, $1M 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 911950122.

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.