401(k) · DOL Form 5500 · 2024

Jackmax Automotive, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
310
Participants Below avg headcount
61st
Percentile by assets National rank
$41,503
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steve Serra Auto Group 401(k) Plan · Sponsored by Jackmax Automotive, Inc. · Alabama · Retail Trade

$13M in assets, 310 participants

Jackmax Automotive, Inc.'s Steve Serra Auto Group 401(k) Plan reported $13M in total assets and 310 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,804 in Retail Trade (8,048 peers)

Jackmax Automotive, Inc. multi-year trail

Jackmax Automotive, Inc.'s plans moved +47.0% in assets from 2022 to 2024; this filing shows Steve Serra Auto Group 401(k) Plan at $13M / 310 participants.

#5,804
in Retail Trade (8,048 peers)
+12.5%
assets growth YoY

Steve Serra Auto Group 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Steve Serra Auto Group 401(k) Plan vs every filed plan by assets

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

$12,866,033 Top 39% higher than 61% 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

Steve Serra Auto Group 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. Steve Serra Auto Group 401(k) Plan sits mid-pack in the medium band (310 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Steve Serra Auto Group 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Steve Serra Auto Group 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Steve Serra Auto Group 401(k) Plan reported participants rose from 306 in the plan year 2023 filing to 310 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 630990353 · Jackmax Automotive, Inc. PY 2024 · 401(k)

Steve Serra Auto Group 401(k) Plan · $13M · 310 · 61st

  • EBSA $13M
  • EBSA 310
  • EBSA 61st
  • EBSA 401(k)
  • EBSA near The Gmu Geotechnical, Inc. Retirement Savings Plans
  • EBSA ind #5804

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 Alabama →

Steve Serra Auto Group 401(k) Plan in the asset neighbourhood

Steve Serra Auto Group 401(k) PlanSteve Serra Auto Group 401(k…$13MThe Gmu Geotechnical, Inc. Retirement Savings PlansThe Gmu Geotechnical, Inc. R…$13MApplied Visions, Inc. 401(k) Profit Sharing Plan and TrustApplied Visions, Inc. 401(k)…$13MKeros Therapeutics$13MProducers Midstream Management 401(k) PlanProducers Midstream Manageme…$13M
End-of-year total assets ($M) among Steve Serra Auto Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jackmax Automotive, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$13M 46.98835166570186% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.75M $12.9M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 290 $9M
2023 1 306 $11M
2024 1 310 $13M

Jackmax Automotive, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN630990353
Plan Effective Date2013-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Steve Serra Auto Group 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Steve Serra Auto Group 401(k) Plan, Total assets ($B): 0.012866033 · Participants: 310Steve Serra Auto Group 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Steve Serra Auto Group 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Steve Serra Auto Group 401(k) Plan side-by-side with 3 peers →

Steve Serra Auto Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is The Gmu Geotechnical, Inc. Retirement Savings Plans in CA ($13M); by covered participants it is Noram Drilling Company 401(k) Plan in TX (310 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (310 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 Steve Serra Auto Group 401(k) Plan assets move in 2024? ▼
Steve Serra Auto Group 401(k) Plan grew at a solid clip - up 12.5% during 2024, from $11M to $13M. Reported net income was $1M.
How have Jackmax Automotive, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackmax Automotive, Inc.'s sponsor-wide assets grew 47.0%, from $9M to $13M.
Which 401(k) plans are similar in size to Steve Serra Auto Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Gmu Geotechnical, Inc. Retirement Savings Plans in CA ($13M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Steve Serra Auto Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Noram Drilling Company 401(k) Plan in TX (310 participants, $5M 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 630990353.

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.