401(k) · DOL Form 5500 · 2024

Berkshire Hathaway Automotive Inc. 401(k) Plan

Data updated 2026-08-25

$472M
Total assets Above avg plan size
9,956
Participants Very large workforce
97th
Percentile by assets National rank
$47,437
Avg per participant Low balance/head
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Official DOL plan name: The 401(k) Savings Plan · Sponsored by Berkshire Hathaway Automotive Inc. · Texas · Retail Trade

$472M in assets, 9,956 participants

Berkshire Hathaway Automotive Inc.'s The 401(k) Savings Plan reported $472M in total assets and 9,956 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #7,899 in Retail Trade (8,048 peers)

Coverage in Texas

The 401(k) Savings Plan covers 9,956 participants in Texas, 14x the typical Texas plan (state average ~688 per filing). Assets: $472M.

#7,899
in Retail Trade (8,048 peers)
+11.7%
assets growth YoY
4.7×
vs typical plan assets (national mean)

The 401(k) Savings Plan's outsized position by total assets

The 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$472,281,788 Top 3% higher than 97% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The 401(k) Savings Plan lands in the large band (9,956 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The 401(k) Savings Plan reported net income fell from $71M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • The 401(k) Savings Plan end-of-year assets rose from $423M in the plan year 2023 filing to $472M in the plan year 2024 filing.
  • The 401(k) Savings Plan reported participants rose from 9,690 in the plan year 2023 filing to 9,956 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 472124505 · Berkshire Hathaway Automotive Inc. PY 2024 · 401(k)

The 401(k) Savings Plan · $472M · 9,956 · 97th

  • TYPE $472M
  • TYPE 9,956
  • TYPE 97th
  • TYPE 401(k)
  • TYPE near The Dinsmore & Shohl LLP Savings and Investment Plan
  • TYPE ind #7899

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 Texas →

The 401(k) Savings Plan in the asset neighbourhood

R&l Carriers, Inc. 401(k) Retirement Savings PlanR&l Carriers, Inc. 401(k) Re…$473MFinnegan, Henderson, Farabow, Garrett & Dunner, L.L.P. Profit Sharing PlanFinnegan, Henderson, Farabow…$473MCentral Ohio Primary Care Physicians, Inc. Savings PlanCentral Ohio Primary Care Ph…$473MThe 401(k) Savings Plan$472MThe Dinsmore & Shohl LLP Savings and Investment PlanThe Dinsmore & Shohl LLP Sav…$472M
End-of-year total assets ($M) among The 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$423M
Net Assets (End of Year)$472M
Net Income$49M
Employer EIN472124505
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkshire Hathaway Automotive Inc.)

Sponsor-wide plan assets over time

All Berkshire Hathaway Automotive Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$472M 34.07531043108893% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $352M $472M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 9,426 $352M
2023 1 9,690 $423M
2024 1 9,956 $472M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -1001020304050 Total assets ($B) Participants The 401(k) Savings Plan, Total assets ($B): 0.472281788 · Participants: 9956The 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
The 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The 401(k) Savings Plan side-by-side with 3 peers →

Scale composition for The 401(k) Savings Plan

The 401(k) Savings Plan reports $472M in end-of-year assets across 9,956 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $47,437 per participant (34% of the national average assets-per-participant) . Net income for plan year 2024 was $49M.

This plan identity (EIN 472124505, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $352M to $472M (+34.1%) while covered participants moved from 9,426 to 9,956 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,426 $352M Open filing
2023 9,690 $423M Open filing
2024 · index core 9,956 $472M This page

The 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Dinsmore & Shohl LLP Savings and Investment Plan in OH ($472M); by covered participants it is Spirit Airlines, Inc. Employee Retirement Savings Plan in FL (9,956 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,956 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The 401(k) Savings Plan assets move in 2024? ▼
The 401(k) Savings Plan grew at a solid clip - up 11.7% during 2024, from $423M to $472M. Reported net income was $49M.
How have Berkshire Hathaway Automotive Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkshire Hathaway Automotive Inc.'s sponsor-wide assets grew 34.1%, from $352M to $472M.
Where does The 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The 401(k) Savings Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Dinsmore & Shohl LLP Savings and Investment Plan in OH ($472M, 1,414 participants).
Which 401(k) plans cover a similar participant headcount to The 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spirit Airlines, Inc. Employee Retirement Savings Plan in FL (9,956 participants, $296M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472124505.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.