401(k) · DOL Form 5500 · 2023
Jim Coleman Toyota, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 250
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $40,354
- Avg per participant Low balance/head
Official DOL plan name: Coleman Auto Group 401(k) Profit Sharing Plan · Sponsored by Jim Coleman Toyota, Inc. · Maryland · Retail Trade
$10M in assets, 250 participants
Jim Coleman Toyota, Inc.'s Coleman Auto Group 401(k) Profit Sharing Plan reported $10M in total assets and 250 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.
- #5,855 in Retail Trade (8,414 peers)
Coverage in Maryland
Coleman Auto Group 401(k) Profit Sharing Plan covers 250 participants in Maryland, about 27% of the average Maryland filer (state average ~929 per filing). Assets: $10M.
- #5,855
- in Retail Trade (8,414 peers)
- +6.2%
- assets growth YoY
Coleman Auto Group 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Coleman Auto Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,088,481 Top 41% higher than 59% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Coleman Auto Group 401(k) Profit Sharing 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. Coleman Auto Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (250 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Coleman Auto Group 401(k) Profit Sharing Plan reported net income rose from $18K in the plan year 2022 filing to $592K in the plan year 2023 filing.
- Coleman Auto Group 401(k) Profit Sharing Plan reported participants fell from 276 in the plan year 2022 filing to 250 in the plan year 2023 filing.
- Coleman Auto Group 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 521641356 · Jim Coleman Toyota, Inc. PY 2023 · 401(k)
Coleman Auto Group 401(k) Profit Sharing Plan · $10M · 250 · 59th
- SCH $10M
- SCH 250
- SCH 59th
- SCH 401(k)
- SCH near Zumper, Inc. 401(k) Plan
- SCH ind #5855
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 Maryland →
Coleman Auto Group 401(k) Profit Sharing Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $592K |
| Employer EIN | 521641356 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jim Coleman Toyota, Inc.)
Sponsor-wide plan assets over time
All Jim Coleman Toyota, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 8.070768098737291% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 276 | $9M |
| 2023 | 1 | 250 | $10M |
| 2024 | 1 | 273 | $9M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Coleman Auto Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Zumper, Inc. 401(k) Plan in CA ($10M); by covered participants it is Big League Dreams 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Zumper, Inc. 401(k) Plan (CA) $10M · 167
- Producers Midstream Management 401(k) Plan (TX) $10M · 164
- Ancora 401(k) Plan (TX) $10M · 1,001
- Tritus Technologies Inc 401(k) Profit Sharing Plan & Trust (VA) $10M · 26
Similar participant headcount
Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.
- Big League Dreams 401(k) Plan (CA) 250 · 0 off
- Tolunay-Wong Engineers, Inc. 401(k) Plan (TX) 250 · 0 off
- Connell Foley, LLP Employees 401(k) Profit Sharing Plan (NJ) 250 · 0 off
- Amb Tran Group Limited 401(k) Plan (IL) 250 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.