401(k) · DOL Form 5500 · 2024
S&m Automotive, LLC Dba Toyota on Nicholasville 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 182
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $51,594
- Avg per participant Low balance/head
Official DOL plan name: S&m Automotive, LLC 401(k) Profit Sharing Plan · Sponsored by S&m Automotive, LLC Dba Toyota on Nicholasville · Kentucky · Retail Trade
$9M in assets, 182 participants
S&m Automotive, LLC Dba Toyota on Nicholasville's S&m Automotive, LLC 401(k) Profit Sharing Plan reported $9M in total assets and 182 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #5,223 in Retail Trade (8,048 peers)
Coverage in Kentucky
S&m Automotive, LLC 401(k) Profit Sharing Plan covers 182 participants in Kentucky, about 28% of the average Kentucky filer (state average ~647 per filing). Assets: $9M.
- #5,223
- in Retail Trade (8,048 peers)
- +16.3%
- assets growth YoY
S&m Automotive, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
S&m Automotive, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,390,128 Top 46% higher than 54% 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
S&m Automotive, LLC 401(k) Profit Sharing 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. S&m Automotive, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (182 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- S&m Automotive, LLC 401(k) Profit Sharing Plan reported net income rose from $663K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- S&m Automotive, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- S&m Automotive, LLC 401(k) Profit Sharing Plan reported participants rose from 175 in the plan year 2023 filing to 182 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 611355623 · S&m Automotive, LLC Dba Toyota on Nicholasville PY 2024 · 401(k)
S&m Automotive, LLC 401(k) Profit Sharing Plan · $9M · 182 · 54th
- 5500 $9M
- 5500 182
- 5500 54th
- 5500 401(k)
- 5500 near Rivermaid Trading Company 401(k) P/S Plan
- 5500 ind #5223
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 Kentucky →
S&m Automotive, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 611355623 |
| Plan Effective Date | 1993-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S&m Automotive, LLC Dba Toyota on Nicholasville)
Sponsor-wide plan assets over time
All S&m Automotive, LLC Dba Toyota on Nicholasville plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 26.619251392421962% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 172 | $7M |
| 2023 | 1 | 175 | $8M |
| 2024 | 1 | 182 | $9M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
S&m Automotive, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Rivermaid Trading Company 401(k) P/S Plan in CA ($9M); by covered participants it is Fortis Lux Advantage 401(k) in FL (182 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Rivermaid Trading Company 401(k) P/S Plan (CA) $9M · 416
- Xylem Standard Xchange Savings Plan for Hourly Employees (NY) $9M · 124
- Crist, Biorn, Shepherd & Roskoph 401(k) Profit Sharing Plan (CA) $9M · 15
- 401(k) Profit Sharing Plan for Employees of Reno-Sparks Indian Colony of the State of Nevada (NV) $9M · 383
Similar participant headcount
Nearest other-state filings by covered participants (182 participants); asset peers above are excluded.
- Fortis Lux Advantage 401(k) (FL) 182 · 0 off
- Envirovac Holdings, LLC 401(k) Profit Sharing Plan (GA) 182 · 0 off
- Adept Plastic Finishing, Inc. 401(k) Profit Sharing Plan (MI) 182 · 0 off
- Calian Corp Employee Savings Plan (TX) 182 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.