401(k) · DOL Form 5500 · 2024
Jackson Automotive Investments, LLC Dba Toyota of Rockwall 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 309
- Participants Below avg headcount
- 38th
- Percentile by assets National rank
- $13,041
- Avg per participant Low balance/head
Official DOL plan name: Jackson Automotive Group, LLC 401(k) Plan · Sponsored by Jackson Automotive Investments, LLC Dba Toyota of Rockwall · Texas · Retail Trade
$4M in assets, 309 participants
Jackson Automotive Investments, LLC Dba Toyota of Rockwall's Jackson Automotive Group, LLC 401(k) Plan reported $4M in total assets and 309 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #3,977 in Retail Trade (8,048 peers)
Coverage in Texas
Jackson Automotive Group, LLC 401(k) Plan covers 309 participants in Texas, about 45% of the average Texas filer (state average ~688 per filing). Assets: $4M.
- #3,977
- in Retail Trade (8,048 peers)
- +4.2%
- assets growth YoY
Jackson Automotive Group, LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Jackson Automotive Group, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,029,662 38th percentile higher than 38% 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
Jackson Automotive Group, LLC 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. Jackson Automotive Group, LLC 401(k) Plan sits mid-pack in the medium band (309 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jackson Automotive Group, LLC 401(k) Plan reported participants fell from 337 in the plan year 2023 filing to 309 in the plan year 2024 filing.
- Jackson Automotive Group, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 205048794 · Jackson Automotive Investments, LLC Dba Toyota of Rockwall PY 2024 · 401(k)
Jackson Automotive Group, LLC 401(k) Plan · $4M · 309 · 38th
- NET $4M
- NET 309
- NET 38th
- NET 401(k)
- NET near Tele-Optics, Inc. Profit Sharing 401(k) Plan
- NET ind #3977
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 →
Jackson Automotive Group, LLC 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $163K |
| Employer EIN | 205048794 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jackson Automotive Investments, LLC Dba Toyota of Rockwall)
Sponsor-wide plan assets over time
All Jackson Automotive Investments, LLC Dba Toyota of Rockwall plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 8.85520907761109% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 316 | $4M |
| 2023 | 1 | 337 | $4M |
| 2024 | 1 | 309 | $4M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Jackson Automotive Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Tele-Optics, Inc. Profit Sharing 401(k) Plan in TN ($4M); by covered participants it is Forddirect Retirement Savings Plan in MI (309 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (309 participants); asset peers above are excluded.
- Forddirect Retirement Savings Plan (MI) 309 · 0 off
- Bueno Foods 401(k) Plan (NM) 309 · 0 off
- Bank of Ann Arbor Employees 401(k) Profit Sharing Plan (MI) 309 · 0 off
- Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan (IA) 309 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.