ESOP · DOL Form 5500 · 2024
Petersburg Motor Company, Inc Dba Carter Myers Automotive ESOP
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 966
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $47,895
- Avg per participant Low balance/head
Official DOL plan name: Cma Group Qualified Stock Bonus Plan · Sponsored by Petersburg Motor Company, Inc Dba Carter Myers Automotive · Virginia · Retail Trade
$46M in assets, 966 participants
Petersburg Motor Company, Inc Dba Carter Myers Automotive's Cma Group Qualified Stock Bonus Plan reported $46M in total assets and 966 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #7,286 in Retail Trade (8,048 peers)
Where Cma Group Qualified Stock Bonus Plan sits by assets
Cma Group Qualified Stock Bonus Plan sits in the top quartile of all filed plans by assets, $46M for 966 participants (~$47,895/participant), up 17.1% in 2024.
- #7,286
- in Retail Trade (8,048 peers)
- +17.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Cma Group Qualified Stock Bonus Plan's outsized position by total assets
Cma Group Qualified Stock Bonus Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,266,170 Top 17% higher than 83% 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
Cma Group Qualified Stock Bonus 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. Cma Group Qualified Stock Bonus Plan sits mid-pack in the medium band (966 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cma Group Qualified Stock Bonus Plan end-of-year assets rose from $40M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Cma Group Qualified Stock Bonus Plan reported participants rose from 851 in the plan year 2023 filing to 966 in the plan year 2024 filing.
- Cma Group Qualified Stock Bonus Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 540338910 · Petersburg Motor Company, Inc Dba Carter Myers Automotive PY 2024 · ESOP
Cma Group Qualified Stock Bonus Plan · $46M · 966 · 83rd
- ASSETS $46M
- ASSETS 966
- ASSETS 83rd
- ASSETS ESOP
- ASSETS near American Solutions for Business Employee Stock Ownership Plan
- ASSETS ind #7286
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 What is an ESOP? → · Plans in Virginia →
Cma Group Qualified Stock Bonus Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $7M |
| Employer EIN | 540338910 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Petersburg Motor Company, Inc Dba Carter Myers Automotive)
Sponsor-wide plan assets over time
All Petersburg Motor Company, Inc Dba Carter Myers Automotive plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 38.07334811269572% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,229 | $56M |
| 2023 | 2 | 1,721 | $67M |
| 2024 | 2 | 1,934 | $77M |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $1.3B · 6,515
- Delta Star Employee Stock Ownership Plan $447M · 222
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $407M · 1,962
- The Resorts Companies, Inc. Employee Stock Ownership Plan $386M · 1,811
- New River Electrical Corporation Employee Stock Ownership Plan $380M · 458
Cma Group Qualified Stock Bonus Plan's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is American Solutions for Business Employee Stock Ownership Plan in MN ($46M); by covered participants it is Third Federal Savings Associate Stock Ownership Plan in OH (966 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- American Solutions for Business Employee Stock Ownership Plan (MN) $46M · 1,041
- Tier 1 Performance Solutions Employee Stock Ownership Plan (KY) $46M · 335
- I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust (ND) $46M · 154
- Career Strategies, Inc. Employee Stock Ownership Plan (TX) $46M · 102
Similar participant headcount
Nearest other-state filings by covered participants (966 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.