401(k) · DOL Form 5500 · 2023

Lokey Oldsmobile, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
328
Participants Below avg headcount
59th
Percentile by assets National rank
$31,473
Avg per participant Low balance/head
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Official DOL plan name: Lokey Automotive Group 401(k) Plan · Sponsored by Lokey Oldsmobile, Inc. · Florida · Retail Trade

$10M in assets, 328 participants

Lokey Oldsmobile, Inc.'s Lokey Automotive Group 401(k) Plan reported $10M in total assets and 328 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,912 in Retail Trade (8,414 peers)

Lokey Oldsmobile, Inc. multi-year trail

Lokey Oldsmobile, Inc.'s plans moved +32.8% in assets from 2022 to 2024; this filing shows Lokey Automotive Group 401(k) Plan at $10M / 328 participants.

#5,912
in Retail Trade (8,414 peers)
+17.9%
assets growth YoY

Lokey Automotive Group 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Lokey Automotive Group 401(k) Plan vs every filed plan by assets

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

$10,323,032 Top 41% higher than 59% 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

Lokey Automotive Group 401(k) 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. Lokey Automotive Group 401(k) Plan sits mid-pack in the medium band (328 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lokey Automotive Group 401(k) Plan reported net income rose from -$278K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lokey Automotive Group 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Lokey Automotive Group 401(k) Plan reported participants rose from 298 in the plan year 2022 filing to 328 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 590881085 · Lokey Oldsmobile, Inc. PY 2023 · 401(k)

Lokey Automotive Group 401(k) Plan · $10M · 328 · 59th

  • PART $10M
  • TYPE 328
  • NET 59th
  • BOOK 401(k)
  • VS-ST near Principle 401(k) Plan
  • BOY ind #5912

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 Florida →

Lokey Automotive Group 401(k) Plan in the asset neighbourhood

Lokey Automotive Group 401(k) PlanLokey Automotive Group 401(k…$10MPrinciple 401(k) Plan$10MFirst Eldorado Bancshares 401(k) PlanFirst Eldorado Bancshares 40…$10MNational Tube Supply Company 401(k) Savings PlanNational Tube Supply Company…$10MInsurance Management Services 401(k) PlanInsurance Management Service…$10M
End-of-year total assets ($M) among Lokey Automotive Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lokey Oldsmobile, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lokey Oldsmobile, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 32.76136751785251% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.75M $11.6M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 298 $9M
2023 1 328 $10M
2024 1 315 $12M

Lokey Oldsmobile, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN590881085
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Lokey Automotive Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Lokey Automotive Group 401(k) Plan, Total assets ($B): 0.010323032 · Participants: 328Lokey Automotive Group 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Lokey Automotive Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Lokey Automotive Group 401(k) Plan side-by-side with 3 peers →

Lokey Automotive Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Principle 401(k) Plan in TX ($10M); by covered participants it is Gibson Sales, LP Profit Sharing/401(k) Plan in TX (328 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (328 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 Lokey Automotive Group 401(k) Plan assets move in 2023? ▼
Lokey Automotive Group 401(k) Plan grew sharply - up 17.9% during 2023, from $9M to $10M. Reported net income was $2M.
How have Lokey Oldsmobile, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lokey Oldsmobile, Inc.'s sponsor-wide assets grew 32.8%, from $9M to $12M.
Which 401(k) plans are similar in size to Lokey Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Principle 401(k) Plan in TX ($10M, 411 participants).
Which 401(k) plans cover a similar participant headcount to Lokey Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibson Sales, LP Profit Sharing/401(k) Plan in TX (328 participants, $7M 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 590881085.

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.