401(k) · DOL Form 5500 · 2024
Montgomery Automotive Dealerships, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 258
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $38,083
- Avg per participant Low balance/head
Official DOL plan name: Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan · Sponsored by Montgomery Automotive Dealerships, Inc. · Kentucky · Retail Trade
$10M in assets, 258 participants
Montgomery Automotive Dealerships, Inc.'s Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 258 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #5,312 in Retail Trade (8,048 peers)
Coverage in Kentucky
Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan covers 258 participants in Kentucky, about 40% of the average Kentucky filer (state average ~647 per filing). Assets: $10M.
- #5,312
- in Retail Trade (8,048 peers)
- +7.9%
- assets growth YoY
Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,825,468 Top 45% higher than 55% 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
Montgomery Automotive Dealerships, Inc. 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. Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (258 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $720K in the plan year 2024 filing.
- Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan reported participants rose from 245 in the plan year 2023 filing to 258 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 610715594 · Montgomery Automotive Dealerships, Inc. PY 2024 · 401(k)
Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan · $10M · 258 · 55th
- 5500 $10M
- ASSETS 258
- PCT 55th
- EIN 401(k)
- RANK near Cultural Experiences Abroad, LLC. 401(k) Plan
- PHOTO ind #5312
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 →
Montgomery Automotive Dealerships, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $720K |
| Employer EIN | 610715594 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montgomery Automotive Dealerships, Inc.)
Sponsor-wide plan assets over time
All Montgomery Automotive Dealerships, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 23.48090221595247% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 275 | $8M |
| 2023 | 1 | 245 | $9M |
| 2024 | 1 | 258 | $10M |
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
Montgomery Automotive Dealerships, Inc. 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 Cultural Experiences Abroad, LLC. 401(k) Plan in AZ ($10M); by covered participants it is Momomilk, LLC 401(k) Profit Sharing Plan in NY (258 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Cultural Experiences Abroad, LLC. 401(k) Plan (AZ) $10M · 130
- USA Gateway Inc. 401(k) Plan (CT) $10M · 184
- Priority Courier Experts 401(k) Plan (MN) $10M · 67
- Msc Development, Inc. 401(k) Plan (NC) $10M · 413
Similar participant headcount
Nearest other-state filings by covered participants (258 participants); asset peers above are excluded.
- Momomilk, LLC 401(k) Profit Sharing Plan (NY) 258 · 0 off
- Clow Valve Company Hourly 401(k) Retirement Plan (AL) 258 · 0 off
- St. Petersburg Pediatrics 401(k) Plan (FL) 258 · 0 off
- R.S.M. Electron Power, Inc 401(k) Plan (NY) 258 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.