401(k)
2024 plan-year 401(k) DOL Form 5500

The Sheehy Organization 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Sheehy Auto Stores, Inc. · Virginia · Retail Trade

What the 2023 filing shows

The Sheehy Organization 401(k) Savings Plan holds $131M for 1,770 participants — about $73,773 per participant, up 20.1% over the 2024 plan year.

$131M
total plan assets (2024 EOY)
1,770
covered participants
$73,773
avg assets per participant
+20.1%
assets growth YoY
Total Assets (2023)
$131M
Participants
1,770
State
Industry
Retail Trade

What the Filing Says About The Sheehy Organization 401(k) Savings Plan

The Sheehy Organization 401(k) Savings Plan is a 401(k) retirement plan sponsored by Sheehy Auto Stores, Inc., headquartered in Virginia. As of the 2024 Form 5500 filing, the plan reports $131M in total end-of-year assets and covers 1,770 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 541952240, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $109M at the beginning of 2024 to $131M at year-end — a gain of 20.1%. Net assets (after liabilities) closed the year at $131M, with reported net income of $22M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$109M
Total Assets (End of Year)$131M
Net Assets (End of Year)$131M
Net Income$22M
Plan Type401(k)
Employer EIN541952240
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheehy Auto Stores, Inc.)

Year Plans Participants Total Assets
2022 1 1,589 $85M
2023 1 1,671 $109M
2024 1 1,770 $131M

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Frequently Asked Questions

How much money is in the The Sheehy Organization 401(k) Savings Plan?
As of the 2024 Form 5500 filing, The Sheehy Organization 401(k) Savings Plan holds $131M in total assets with 1,770 participants. It is sponsored by Sheehy Auto Stores, Inc..
What type of plan is The Sheehy Organization 401(k) Savings Plan?
The Sheehy Organization 401(k) Savings Plan is a 401(k) plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 541952240.
Who sponsors the The Sheehy Organization 401(k) Savings Plan?
The Sheehy Organization 401(k) Savings Plan is sponsored by Sheehy Auto Stores, Inc., located in Virginia. The sponsor's EIN is 541952240 and the plan operates in the Retail Trade industry.
How did The Sheehy Organization 401(k) Savings Plan perform in 2024?
The Sheehy Organization 401(k) Savings Plan grew by 20.1% during 2024, moving from $109M to $131M in total assets. Net income was $22M.
Where can I find official filings for The Sheehy Organization 401(k) Savings Plan?
Official Form 5500 filings for The Sheehy Organization 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 541952240 or plan name at efast.dol.gov.
How does The Sheehy Organization 401(k) Savings Plan compare to other plans?
You can compare The Sheehy Organization 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 541952240.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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