401(k) · DOL Form 5500 · 2024

Southworth Chevrolet, Buick, Gmc, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
39
Participants Small participant base
40th
Percentile by assets National rank
$112,844
Avg per participant Below avg balance/head
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Official DOL plan name: Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan · Sponsored by Southworth Chevrolet, Buick, Gmc, Inc. · Wisconsin · Retail Trade

$4M in assets, 39 participants

Southworth Chevrolet, Buick, Gmc, Inc.'s Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan reported $4M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,077 in Retail Trade (8,048 peers)

Southworth Chevrolet, Buick, Gmc, Inc. multi-year trail

Southworth Chevrolet, Buick, Gmc, Inc.'s plans moved +38.3% in assets from 2022 to 2024; this filing shows Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan at $4M / 39 participants.

#4,077
in Retail Trade (8,048 peers)
+15.1%
assets growth YoY

Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,400,923 40th percentile higher than 40% of 123,620 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 2024

Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan reported participants fell from 45 in the plan year 2023 filing to 39 in the plan year 2024 filing.
  • Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan reported net income fell from $641K in the plan year 2023 filing to $578K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391441667 · Southworth Chevrolet, Buick, Gmc, Inc. PY 2024 · 401(k)

Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan · $4M · 39 · 40th

  • EBSA $4M
  • PART 39
  • TYPE 40th
  • NET 401(k)
  • BOOK near Mtgl, Inc. 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #4077

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 Wisconsin →

Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan in the asset neighbourhood

Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings PlanSouthworth Chevrolet, Buick,…$4MMtgl, Inc. 401(k) Profit Sharing Plan & TrustMtgl, Inc. 401(k) Profit Sha…$4MHeelstone Renewable Energy, LLC 401(k) PlanHeelstone Renewable Energy, …$4MMunn's Air Conditioning & Heating 401(k) PlanMunn's Air Conditioning & He…$4MEnterprise Bank of South Carolina Profit Sharing PlanEnterprise Bank of South Car…$4M
End-of-year total assets ($M) among Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Southworth Chevrolet, Buick, Gmc, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southworth Chevrolet, Buick, Gmc, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.29704059266708% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.18M $4.4M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 38 $3M
2023 1 45 $4M
2024 1 39 $4M

Southworth Chevrolet, Buick, Gmc, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$578K
Employer EIN391441667
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan, Total assets ($B): 0.004400923 · Participants: 39Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan side-by-side with 3 peers →

Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mtgl, Inc. 401(k) Profit Sharing Plan & Trust in CA ($4M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan assets move in 2024? ▼
Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan grew sharply - up 15.1% during 2024, from $4M to $4M. Reported net income was $578K.
How have Southworth Chevrolet, Buick, Gmc, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southworth Chevrolet, Buick, Gmc, Inc.'s sponsor-wide assets grew 38.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mtgl, Inc. 401(k) Profit Sharing Plan & Trust in CA ($4M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lucrumare Inc. 401(k) Plan in IL (39 participants, $650K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391441667.

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.