401(k) · DOL Form 5500 · 2024

Sonic Automotive, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
403
Participants Below avg headcount
80th
Percentile by assets National rank
$87,755
Avg per participant Below avg balance/head
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Official DOL plan name: Sonic Automotive, Inc. Northern California Ula 401(k) Plan · Sponsored by Sonic Automotive, Inc. · North Carolina · Retail Trade

$35M in assets, 403 participants

Sonic Automotive, Inc.'s Sonic Automotive, Inc. Northern California Ula 401(k) Plan reported $35M in total assets and 403 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,087 in Retail Trade (8,048 peers)

Coverage in North Carolina

Sonic Automotive, Inc. Northern California Ula 401(k) Plan covers 403 participants in North Carolina, about 49% of the average North Carolina filer (state average ~819 per filing). Assets: $35M.

#7,087
in Retail Trade (8,048 peers)
+10.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sonic Automotive, Inc. Northern California Ula 401(k) Plan's outsized position by total assets

Sonic Automotive, Inc. Northern California Ula 401(k) Plan vs every filed plan by assets

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

$35,365,194 Top 20% higher than 80% 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

Sonic Automotive, Inc. Northern California Ula 401(k) 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. Sonic Automotive, Inc. Northern California Ula 401(k) Plan sits mid-pack in the medium band (403 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sonic Automotive, Inc. Northern California Ula 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sonic Automotive, Inc. Northern California Ula 401(k) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Sonic Automotive, Inc. Northern California Ula 401(k) Plan reported participants rose from 389 in the plan year 2023 filing to 403 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 562010790 · Sonic Automotive, Inc. PY 2024 · 401(k)

Sonic Automotive, Inc. Northern California Ula 401(k) Plan · $35M · 403 · 80th

  • IND $35M
  • IND 403
  • IND 80th
  • IND 401(k)
  • IND near Alliance Entertainment 401(k) Plan
  • IND ind #7087

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 North Carolina →

Sonic Automotive, Inc. Northern California Ula 401(k) Plan in the asset neighbourhood

Sonic Automotive, Inc. Northern California Ula 401(k) PlanSonic Automotive, Inc. North…$35MAlliance Entertainment 401(k) PlanAlliance Entertainment 401(k…$35MWilliam C. Smith & Co. 401(k) PlanWilliam C. Smith & Co. 401(k…$35MVideoamp 401(k) Plan$35MMutual Materials Company Savings PlanMutual Materials Company Sav…$35M
End-of-year total assets ($M) among Sonic Automotive, Inc. Northern California Ula 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$35M
Net Income$3M
Employer EIN562010790
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonic Automotive, Inc.)

Sponsor-wide plan assets over time

All Sonic Automotive, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$584M 28.622099585426508% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $454M $584M ▲ +28.6%
Year Plans Participants Total Assets
2022 2 8,306 $454M
2023 2 8,467 $523M
2024 2 8,872 $584M

Nearby 401(k) Plans in North Carolina

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

Sonic Automotive, Inc. Northern California Ula 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Sonic Automotive, Inc. Northern California Ula 401(k) Plan, Total assets ($B): 0.035365194 · Participants: 403Sonic Automotive, Inc. Northern California Ula 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Sonic Automotive, Inc. Northern California Ula 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sonic Automotive, Inc. Northern California Ula 401(k) Plan side-by-side with 3 peers →

Sonic Automotive, Inc. Northern California Ula 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Alliance Entertainment 401(k) Plan in FL ($35M); by covered participants it is Envirovac Holdings, LLC 401(k) Profit Sharing Plan in GA (403 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (403 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 Sonic Automotive, Inc. Northern California Ula 401(k) Plan assets move in 2024? ▼
Sonic Automotive, Inc. Northern California Ula 401(k) Plan grew at a solid clip - up 10.1% during 2024, from $32M to $35M. Reported net income was $3M.
How have Sonic Automotive, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonic Automotive, Inc.'s sponsor-wide assets grew 28.6%, from $454M to $584M.
Where does Sonic Automotive, Inc. Northern California Ula 401(k) Plan rank by assets among Form 5500 filers? ▼
Sonic Automotive, Inc. Northern California Ula 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sonic Automotive, Inc. Northern California Ula 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alliance Entertainment 401(k) Plan in FL ($35M, 1,173 participants).
Which 401(k) plans cover a similar participant headcount to Sonic Automotive, Inc. Northern California Ula 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Envirovac Holdings, LLC 401(k) Profit Sharing Plan in GA (403 participants, $6M 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 562010790.

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.