401(k) · DOL Form 5500 · 2024
Apple Valley Ford, Inc. 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 534
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $63,538
- Avg per participant Low balance/head
Official DOL plan name: Apple Valley Ford Retirement Savings Plan · Sponsored by Apple Valley Ford, Inc. · Minnesota · Retail Trade
$34M in assets, 534 participants
Apple Valley Ford, Inc.'s Apple Valley Ford Retirement Savings Plan reported $34M in total assets and 534 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #7,046 in Retail Trade (8,048 peers)
Coverage in Minnesota
Apple Valley Ford Retirement Savings Plan covers 534 participants in Minnesota, about 47% of the average Minnesota filer (state average ~1,126 per filing). Assets: $34M.
- #7,046
- in Retail Trade (8,048 peers)
- +19.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Apple Valley Ford Retirement Savings Plan's outsized position by total assets
Apple Valley Ford Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,929,500 Top 21% higher than 79% 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
Apple Valley Ford Retirement Savings 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. Apple Valley Ford Retirement Savings Plan sits mid-pack in the medium band (534 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Apple Valley Ford Retirement Savings Plan end-of-year assets rose from $28M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Apple Valley Ford Retirement Savings Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Apple Valley Ford Retirement Savings Plan reported participants rose from 504 in the plan year 2023 filing to 534 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 411717918 · Apple Valley Ford, Inc. PY 2024 · 401(k)
Apple Valley Ford Retirement Savings Plan · $34M · 534 · 79th
- ASSETS $34M
- PCT 534
- EIN 79th
- RANK 401(k)
- PHOTO near Mettel 401(k) Plan
- IND ind #7046
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 Minnesota →
Apple Valley Ford Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $6M |
| Employer EIN | 411717918 |
| Plan Effective Date | 2001-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apple Valley Ford, Inc.)
Sponsor-wide plan assets over time
All Apple Valley Ford, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 55.75393728619669% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 478 | $22M |
| 2023 | 1 | 504 | $28M |
| 2024 | 1 | 534 | $34M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Apple Valley Ford Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Mettel 401(k) Plan in NY ($34M); by covered participants it is Leman Academy of Excellence 401(k) Plan in AZ (534 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Mettel 401(k) Plan (NY) $34M · 445
- Data Electronic Devices Inc. 401(k) Plan (NH) $34M · 865
- Crafton, Tull & Associates, Inc. 401(k) Plan (AR) $34M · 306
- Dental Associates Employee Savings Plan (CT) $34M · 310
Similar participant headcount
Nearest other-state filings by covered participants (534 participants); asset peers above are excluded.
- Leman Academy of Excellence 401(k) Plan (AZ) 534 · 0 off
- Mastery Logistics Systems, Inc. 401(k) Plan (IL) 534 · 0 off
- M.a. Brightbill Body Works, Inc. 401(k) Profit Sharing Plan (PA) 534 · 0 off
- Foley Entertainment Group LLC 401(k) Plan (NV) 534 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.