401(k) · DOL Form 5500 · 2024

Wellesley Volkswagen, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
613
Participants Below avg headcount
66th
Percentile by assets National rank
$26,307
Avg per participant Low balance/head
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Official DOL plan name: Colonial Automotive Group 401(k) Plan · Sponsored by Wellesley Volkswagen, Inc. · Massachusetts · Retail Trade

$16M in assets, 613 participants

Wellesley Volkswagen, Inc.'s Colonial Automotive Group 401(k) Plan reported $16M in total assets and 613 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,172 in Retail Trade (8,048 peers)

Wellesley Volkswagen, Inc. multi-year trail

Wellesley Volkswagen, Inc.'s plans moved +34.8% in assets from 2022 to 2024; this filing shows Colonial Automotive Group 401(k) Plan at $16M / 613 participants.

#6,172
in Retail Trade (8,048 peers)
+9.3%
assets growth YoY

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

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

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

$16,126,342 Top 34% higher than 66% 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

Colonial Automotive Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colonial Automotive Group 401(k) Plan sits mid-pack in the medium band (613 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Colonial Automotive Group 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Colonial Automotive Group 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Colonial Automotive Group 401(k) Plan reported participants rose from 571 in the plan year 2023 filing to 613 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042462613 · Wellesley Volkswagen, Inc. PY 2024 · 401(k)

Colonial Automotive Group 401(k) Plan · $16M · 613 · 66th

  • NET $16M
  • NET 613
  • NET 66th
  • NET 401(k)
  • NET near Legal Aid of Western Missouri Profit Sharing Plan
  • NET ind #6172

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 Massachusetts →

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

Colonial Automotive Group 401(k) PlanColonial Automotive Group 40…$16MLegal Aid of Western Missouri Profit Sharing PlanLegal Aid of Western Missour…$16MAccelalpha, Inc. 401(k) Profit Sharing PlanAccelalpha, Inc. 401(k) Prof…$16MParallax Advanced Research Corporation 401(k) Retirement PlanParallax Advanced Research C…$16MCapital City Club 401(k) Plan$16M
End-of-year total assets ($M) among Colonial Automotive Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wellesley Volkswagen, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wellesley Volkswagen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 34.802194137959255% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12M $16.1M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 556 $12M
2023 1 571 $15M
2024 1 613 $16M

Wellesley Volkswagen, Inc. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN042462613
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Colonial Automotive Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Colonial Automotive Group 401(k) Plan, Total assets ($B): 0.016126342 · Participants: 613Colonial Automotive Group 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Colonial Automotive Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Colonial Automotive Group 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Legal Aid of Western Missouri Profit Sharing Plan in MO ($16M); by covered participants it is Oneworld 401(k) Plan in NE (613 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (613 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 Colonial Automotive Group 401(k) Plan assets move in 2024? ▼
Colonial Automotive Group 401(k) Plan grew at a solid clip - up 9.3% during 2024, from $15M to $16M. Reported net income was $1M.
How have Wellesley Volkswagen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellesley Volkswagen, Inc.'s sponsor-wide assets grew 34.8%, from $12M to $16M.
Which 401(k) plans are similar in size to Colonial Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Legal Aid of Western Missouri Profit Sharing Plan in MO ($16M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Colonial Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oneworld 401(k) Plan in NE (613 participants, $30M 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 042462613.

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.