ESOP · DOL Form 5500 · 2023

Tri-County Auto Group, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
59
Participants Small participant base
35th
Percentile by assets National rank
$48,520
Avg per participant Low balance/head
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Official DOL plan name: Tri-County Auto Group, Inc. Employee Stock Ownership Plan · Sponsored by Tri-County Auto Group, Inc. · Kentucky · Retail Trade

$3M in assets, 59 participants

Tri-County Auto Group, Inc.'s Tri-County Auto Group, Inc. Employee Stock Ownership Plan reported $3M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,920 in Retail Trade (8,414 peers)

Tri-County Auto Group, Inc. multi-year trail

Tri-County Auto Group, Inc.'s plans moved -38.9% in assets from 2022 to 2024; this filing shows Tri-County Auto Group, Inc. Employee Stock Ownership Plan at $3M / 59 participants.

#3,920
in Retail Trade (8,414 peers)
-32.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tri-County Auto Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Tri-County Auto Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,862,678 35th percentile higher than 35% 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

Tri-County Auto Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tri-County Auto Group, Inc. Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tri-County Auto Group, Inc. Employee Stock Ownership Plan reported net income fell from -$4K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Tri-County Auto Group, Inc. Employee Stock Ownership Plan reported participants fell from 97 in the plan year 2022 filing to 59 in the plan year 2023 filing.
  • Tri-County Auto Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 921625929 · Tri-County Auto Group, Inc. PY 2023 · ESOP

Tri-County Auto Group, Inc. Employee Stock Ownership Plan · $3M · 59 · 35th

  • PHOTO $3M
  • IND 59
  • EOY 35th
  • 5500 ESOP
  • ASSETS near Blue Ridge Employees Stock Ownership Plan
  • PCT ind #3920

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 What is an ESOP? → · Plans in Kentucky →

Tri-County Auto Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and TrustSf Advance Transportation Se…$3MTri-County Auto Group, Inc. Employee Stock Ownership PlanTri-County Auto Group, Inc. …$3MBlue Ridge Employees Stock Ownership PlanBlue Ridge Employees Stock O…$3MWelbro ESOP and Trust$3MDataendure Employee Stock Ownership PlanDataendure Employee Stock Ow…$3M
End-of-year total assets ($M) among Tri-County Auto Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tri-County Auto Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tri-County Auto Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 38.88866211419098% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $4.21M $2.58M ▼ -38.7%
Year Plans Participants Total Assets
2022 1 97 $4M
2023 1 59 $3M
2024 1 64 $3M

Tri-County Auto Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$1M
Net Income-$1M
Employer EIN921625929
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

Peer ESOP plans, same state, same plan type, ranked by total assets.

Tri-County Auto Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Tri-County Auto Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002862678 · Participants: 59Tri-County Auto Group, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Tri-County Auto Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Tri-County Auto Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Tri-County Auto Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Blue Ridge Employees Stock Ownership Plan in MO ($3M); by covered participants it is Generations Bank Employee Stock Ownership Plan in NY (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Tri-County Auto Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Tri-County Auto Group, Inc. Employee Stock Ownership Plan contracted severely - down 32.1% during 2023, from $4M to $3M. Reported net income was -$1M.
How have Tri-County Auto Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri-County Auto Group, Inc.'s sponsor-wide assets declined 38.9%, from $4M to $3M.
Which ESOP plans are similar in size to Tri-County Auto Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Blue Ridge Employees Stock Ownership Plan in MO ($3M, 109 participants).
Which ESOP plans cover a similar participant headcount to Tri-County Auto Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Generations Bank Employee Stock Ownership Plan in NY (59 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 921625929.

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.