401(k) · DOL Form 5500 · 2024

Basil Management Group LLC 401(k) Plan

Data updated 2026-08-11

$51M
Total assets
143
Participants
84th
Percentile by assets
$358,398
Avg per participant
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Official DOL plan name: Basil Family Dealerships 401(k) Plan · Sponsored by Basil Management Group LLC · New York · Retail Trade

$51M in assets, 143 participants

Basil Management Group LLC's Basil Family Dealerships 401(k) Plan reported $51M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 123,622 plans)
  • #7,340 in Retail Trade (8,048 peers)

Coverage in New York

Basil Family Dealerships 401(k) Plan covers 143 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $51M.

$51M
total plan assets (2024 EOY)
143
covered participants
84th
percentile by assets (of 123,622 plans)
$358,398
avg assets per participant

Where Basil Family Dealerships 401(k) Plan sits by total assets

Basil Family Dealerships 401(k) Plan vs every filed plan by assets

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

$51,250,873 Top 16% higher than 84% of 123,620 filed plans

This plan $0 $2,010,000,000 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

State
Industry

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Basil Family Dealerships 401(k) Plan reports 143 participants - about 18% of that state average ($51M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$51M
Net Income$3M
Employer EIN872453765
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Basil Family Dealerships 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Basil Family Dealers…, Total assets ($B): 0.051250873 · Participants: 143Basil Family Dealers…IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k…, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k…Pfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings …, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 40…
Basil Family Dealerships 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Basil Family Dealerships 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Basil Family Dealerships 401(k) Plan assets move in 2024?
Basil Family Dealerships 401(k) Plan surged - up 202.9% during 2024, from $17M to $51M. Reported net income was $3M.
Where does Basil Family Dealerships 401(k) Plan rank by assets among Form 5500 filers?
Basil Family Dealerships 401(k) Plan ranks in the 84th 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 Basil Family Dealerships 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Simon Kucher & Partners 401(k) Plan in MA ($51M, 319 participants).

Next read for Basil Family Dealerships 401(k) Plan

Filing takeaways

Ways to act on Basil Family Dealerships 401(k) Plan's numbers.

  • By total assets, Basil Family Dealerships 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans