401(k) · DOL Form 5500 · 2024
Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $96,373
- Avg per participant Below avg balance/head
Official DOL plan name: Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan · Sponsored by Dave Syverson Ford, Lincoln, Mercury, Inc. · Minnesota · Retail Trade
$13M in assets, 138 participants
Dave Syverson Ford, Lincoln, Mercury, Inc.'s Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan reported $13M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #5,873 in Retail Trade (8,048 peers)
Coverage in Minnesota
Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan covers 138 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $13M.
- #5,873
- in Retail Trade (8,048 peers)
- +17.4%
- assets growth YoY
Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan's mid-pack asset rank among Retail Trade and all filers
Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,299,492 Top 38% higher than 62% 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
Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement 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. Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan reported participants fell from 143 in the plan year 2023 filing to 138 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 410912583 · Dave Syverson Ford, Lincoln, Mercury, Inc. PY 2024 · 401(k)
Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan · $13M · 138 · 62nd
- TYPE $13M
- NET 138
- BOOK 62nd
- VS-ST 401(k)
- BOY near D'allessandro Corp. 401(k) Profit Sharing Plan
- SCH ind #5873
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 →
Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 410912583 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dave Syverson Ford, Lincoln, Mercury, Inc.)
Sponsor-wide plan assets over time
All Dave Syverson Ford, Lincoln, Mercury, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 36.38504301420407% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $10M |
| 2023 | 1 | 143 | $11M |
| 2024 | 1 | 138 | $13M |
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
Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is D'allessandro Corp. 401(k) Profit Sharing Plan in MA ($13M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Budney Overhaul & Repair, Ltd Employee Retirement Plan (CT) 138 · 0 off
- Quality Dealerships 401(k) Profit Sharing Plan (NM) 138 · 0 off
- Exceptional Foresters Inc. 401(k) Plan (WA) 138 · 0 off
- Ae Logistics 401(k) & Psp (LA) 138 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.