Profit Sharing · DOL Form 5500 · 2024
Auto Investment, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 401
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $68,109
- Avg per participant Below avg balance/head
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.
- #6,851 in Retail Trade (8,048 peers)
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.
- #6,851
- in Retail Trade (8,048 peers)
- +14.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Auto Investment, Inc. 401(k) Plan's outsized position by total assets
Auto Investment, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,311,595 Top 24% higher than 76% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Auto Investment, Inc. 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. Auto Investment, Inc. 401(k) Plan sits mid-pack in the medium band (401 participants).
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.
DOL schedule card
Filing strip 133446196 · Auto Investment, Inc. PY 2024 · Profit Sharing
Auto Investment, Inc. 401(k) Plan · $27M · 401 · 76th
- BOY $27M
- BOY 401
- BOY 76th
- BOY Profit Sharing
- BOY near Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy
- BOY ind #6851
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 Alabama →
Auto Investment, Inc. 401(k) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Auto Investment, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 33.89780061560956% vs 2022
- 2024 filing year
| 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.
- The Health Care Authority for Baptist Health Matching Dollar Plan $49M · 2,217
- Ewtn 403(b) Retirement Savings Plan $41M · 468
- Pathology Associates, P.C. Profit Sharing Plan and Trust $35M · 40
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $28M · 16
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan $16M · 105
Auto Investment, Inc. 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Alabama, the nearest Profit Sharing by assets is Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy in TN ($27M); by covered participants it is Eclc of New Jersey Retirement Plan in NJ (401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (401 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.