401(k) · DOL Form 5500 · 2024
Bill Alexander Ford Lincoln Mercury, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 164
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $42,420
- Avg per participant Low balance/head
Official DOL plan name: Bill Alexander Automotive Group 401(k) Profit Sharing Plan · Sponsored by Bill Alexander Ford Lincoln Mercury, Inc. · Arizona · Retail Trade
$7M in assets, 164 participants
Bill Alexander Ford Lincoln Mercury, Inc.'s Bill Alexander Automotive Group 401(k) Profit Sharing Plan reported $7M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #4,721 in Retail Trade (8,048 peers)
Coverage in Arizona
Bill Alexander Automotive Group 401(k) Profit Sharing Plan covers 164 participants in Arizona, about 29% of the average Arizona filer (state average ~564 per filing). Assets: $7M.
- #4,721
- in Retail Trade (8,048 peers)
- -0.3%
- assets change YoY
The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bill Alexander Automotive Group 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Bill Alexander Automotive Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,956,944 48th percentile higher than 48% 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
Bill Alexander Automotive Group 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. Bill Alexander Automotive Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (164 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bill Alexander Automotive Group 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to -$3K in the plan year 2024 filing.
- Bill Alexander Automotive Group 401(k) Profit Sharing Plan reported participants rose from 151 in the plan year 2023 filing to 164 in the plan year 2024 filing.
DOL schedule card
Filing strip 860393506 · Bill Alexander Ford Lincoln Mercury, Inc. PY 2024 · 401(k)
Bill Alexander Automotive Group 401(k) Profit Sharing Plan · $7M · 164 · 48th
- PCT $7M
- EIN 164
- RANK 48th
- PHOTO 401(k)
- IND near Fc Tucker Emge 401(k) Plan
- EOY ind #4721
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 Arizona →
Bill Alexander Automotive Group 401(k) Profit Sharing Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$3K |
| Employer EIN | 860393506 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bill Alexander Ford Lincoln Mercury, Inc.)
Sponsor-wide plan assets over time
All Bill Alexander Ford Lincoln Mercury, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 27.881309307801228% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $5M |
| 2023 | 1 | 151 | $7M |
| 2024 | 1 | 164 | $7M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Bill Alexander Automotive Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Fc Tucker Emge 401(k) Plan in IN ($7M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.
- Meadows Bank 401(k) Retirement Plan (NV) 164 · 0 off
- Dfs Flooring, Inc. 401(k) Retirement Plan (CA) 164 · 0 off
- Infiniti Hr Retirement Plan (MD) 164 · 0 off
- The Lumbee Tribe of Nc 401(k) Plan (NC) 164 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.