ESOP · DOL Form 5500 · 2024
Petersburg Motor Company, Inc Dba Carter Myers Automotive ESOP
Data updated 2026-08-11
- $46M
- Total assets
- 966
- Participants
- 83rd
- Percentile by assets
- $47,895
- Avg per participant
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.
- 83rd percentile by assets (of 123,622 plans)
- #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.
- $46M
- total plan assets (2024 EOY)
- 966
- covered participants
- 83rd
- percentile by assets (of 123,622 plans)
- $47,895
- avg assets per participant
Where Cma Group Qualified Stock Bonus Plan sits 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
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.
Cma Group Qualified Stock Bonus Plan vs the 2024 asset distribution
By assets, Cma Group Qualified Stock Bonus Plan outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
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)
| 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Cma Group Qualified Stock Bonus Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Cma Group Qualified Stock Bonus Plan assets move in 2024? ▼
How have Petersburg Motor Company, Inc Dba Carter Myers Automotive plan assets changed over time? ▼
Where does Cma Group Qualified Stock Bonus Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Cma Group Qualified Stock Bonus Plan? ▼
Next read for Cma Group Qualified Stock Bonus Plan
Scale reading
Ways to act on Cma Group Qualified Stock Bonus Plan's numbers.
- By total assets, Cma Group Qualified Stock Bonus Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Virginia. Compare plans
- Petersburg Motor Company, Inc Dba Carter Myers Automotive's sponsor-wide assets have grown 38.1% since 2022 across 3 plan years on file. More Retail Trade plans