Profit Sharing · DOL Form 5500 · 2024
Auto Investment, Inc. Profit Sharing Plan
Data updated 2026-07-24
- $27M
- Total assets
- 401
- Participants
- 76th
- Percentile by assets
- $68,109
- Avg per participant
Official DOL plan name: Auto Investment, Inc. 401(k) Plan · Sponsored by Auto Investment, Inc. · Alabama · Retail Trade
$27M in assets, 401 participants
Auto Investment, Inc.'s Auto Investment, Inc. 401(k) Plan reported $27M in total assets and 401 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- 76th percentile by assets (of 116,472 plans)
Where Auto Investment, Inc. 401(k) Plan sits by assets
Auto Investment, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 401 participants (~$68,109/participant), up 14.4% in 2024.
- $27M
- total plan assets (2024 EOY)
- 401
- covered participants
- 76th
- percentile by assets (of 116,472 plans)
- $68,109
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Auto Investment, Inc. 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Auto Investment, Inc. 401(k) Plan reported participants rose from 392 in the plan year 2023 filing to 401 in the plan year 2024 filing.
Auto Investment, Inc. 401(k) Plan vs the 2024 asset distribution
By assets, Auto Investment, Inc. 401(k) Plan outranks 76% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 133446196 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Auto Investment, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 362 | $20M |
| 2023 | 1 | 392 | $24M |
| 2024 | 1 | 401 | $27M |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Auto Investment, Inc. 401(k) Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
- The Health Care Authority for Baptist Health Matching Dollar Plan $49M · 2,217
- Ewtn 403(b) Retirement Savings Plan $41M · 468
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $28M · 16
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan $16M · 105
- Wells & Tate Electric Co., Inc. Profit Sharing Plan $14M · 27
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Auto Investment, Inc. 401(k) Plan by total assets, not by location.
- Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy (TN) $27M · 192
- J Hansen-Balk Steel Treating Co. Profit Sharing Plan & Trust (MI) $27M · 43
- The Orthopedic Center of St. Louis 401(k) Profit Sharing Plan (MO) $27M · 81
- Francis Manufacturing Company Employees Profit Sharing Plan (OH) $27M · 142
Frequently Asked Questions
How did Auto Investment, Inc. 401(k) Plan assets move in 2024? ▼
How have Auto Investment, Inc. plan assets changed over time? ▼
Where does Auto Investment, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Auto Investment, Inc. 401(k) Plan? ▼
Next read for Auto Investment, Inc. 401(k) Plan
Scale reading
Ways to act on Auto Investment, Inc. 401(k) Plan's numbers.
- By total assets, Auto Investment, Inc. 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Alabama. Compare plans
- Auto Investment, Inc.'s sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Retail Trade plans
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 133446196.
Read our methodology - how this data is sourced, computed, and verified.