401(k) · DOL Form 5500 · 2024

Crest Cadillac, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
132
Participants Small participant base
50th
Percentile by assets National rank
$57,095
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Crest Cadillac and Grand Subaru 401(k) Plan · Sponsored by Crest Cadillac, Inc. · Wisconsin · Retail Trade

$8M in assets, 132 participants

Crest Cadillac, Inc.'s Crest Cadillac and Grand Subaru 401(k) Plan reported $8M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,814 in Retail Trade (8,048 peers)

Coverage in Wisconsin

Crest Cadillac and Grand Subaru 401(k) Plan covers 132 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#4,814
in Retail Trade (8,048 peers)
+16.4%
assets growth YoY

Crest Cadillac and Grand Subaru 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Crest Cadillac and Grand Subaru 401(k) Plan vs every filed plan by assets

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

$7,536,513 Top 50% higher than 50% 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

Crest Cadillac and Grand Subaru 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. Crest Cadillac and Grand Subaru 401(k) Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Crest Cadillac and Grand Subaru 401(k) Plan reported net income rose from $849K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Crest Cadillac and Grand Subaru 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Crest Cadillac and Grand Subaru 401(k) Plan reported participants rose from 120 in the plan year 2023 filing to 132 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391361550 · Crest Cadillac, Inc. PY 2024 · 401(k)

Crest Cadillac and Grand Subaru 401(k) Plan · $8M · 132 · 50th

  • EIN $8M
  • EIN 132
  • EIN 50th
  • EIN 401(k)
  • EIN near Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust
  • EIN ind #4814

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 →

Crest Cadillac and Grand Subaru 401(k) Plan in the asset neighbourhood

Crest Cadillac and Grand Subaru 401(k) PlanCrest Cadillac and Grand Sub…$8MBrinker Simpson & Company LLC 401(k) Profit Sharing Plan and TrustBrinker Simpson & Company LL…$8MSio2 Medical Products, Inc. 401(k) PlanSio2 Medical Products, Inc. …$8MRyan and Wetmore PC 401(k) Profit Sharing Plan & TrustRyan and Wetmore PC 401(k) P…$8MChsu 401(k) Plan$8M
End-of-year total assets ($M) among Crest Cadillac and Grand Subaru 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN391361550
Plan Effective Date1990-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Crest Cadillac, Inc.)

Sponsor-wide plan assets over time

All Crest Cadillac, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 34.002273758536376% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.62M $7.54M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 115 $6M
2023 1 120 $6M
2024 1 132 $8M

Nearby 401(k) Plans in Wisconsin

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

Crest Cadillac and Grand Subaru 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Crest Cadillac and Grand Subaru 401(k) Plan, Total assets ($B): 0.007536513 · Participants: 132Crest Cadillac and Grand Subaru 401(k) 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
Crest Cadillac and Grand Subaru 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Crest Cadillac and Grand Subaru 401(k) Plan side-by-side with 3 peers →

Crest Cadillac and Grand Subaru 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust in PA ($8M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Crest Cadillac and Grand Subaru 401(k) Plan assets move in 2024? ▼
Crest Cadillac and Grand Subaru 401(k) Plan grew sharply - up 16.4% during 2024, from $6M to $8M. Reported net income was $1M.
How have Crest Cadillac, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crest Cadillac, Inc.'s sponsor-wide assets grew 34.0%, from $6M to $8M.
Which 401(k) plans are similar in size to Crest Cadillac and Grand Subaru 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brinker Simpson & Company LLC 401(k) Profit Sharing Plan and Trust in PA ($8M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Crest Cadillac and Grand Subaru 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oiwk 401(k) Profit Sharing Plan in KY (132 participants, N/A 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 391361550.

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.