401(k) · DOL Form 5500 · 2024

Basil Management Group LLC 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size: 143
Participants Small participant base: 84th
Percentile by assets National rank: $358,398
Avg per participant High balance/head

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.

#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.

#7,340
in Retail Trade (8,048 peers): +202.9%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Basil Family Dealerships 401(k) Plan's outsized position 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

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Basil Family Dealerships 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. Basil Family Dealerships 401(k) Plan sits mid-pack in the medium band (143 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 872453765 · Basil Management Group LLC PY 2024 · 401(k)

Basil Family Dealerships 401(k) Plan · $51M · 143 · 84th

EBSA $51M
EBSA 143
EBSA 84th
EBSA 401(k)
EBSA near Simon Kucher & Partners 401(k) Plan
EBSA ind #7340

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 New York →

End-of-year total assets ($M) among Basil Family Dealerships 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$51M
Net Income	$3M
Employer EIN	872453765
Plan Effective Date	1992-01-01
Filing Status	FILING 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

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Basil Family Dealerships 401(k) Plan side-by-side with 3 peers →

Basil Family Dealerships 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Simon Kucher & Partners 401(k) Plan in MA ($51M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Simon Kucher & Partners 401(k) Plan (MA) $51M · 319
Commonwealth Radiology, P.C. Profit Sharing Plan (VA) $51M · 87
Central Bank Illinois 401(k) Profit Sharing Plan (IL) $51M · 162
Los Angeles Dodgers 401(k) Plan (CA) $51M · 544

Similar participant headcount

Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.

Blairex Laboratories, Inc. 401(k) (IN) 143 · 0 off
Flywheel Digital LLC 401(k) Plan () 143 · 0 off
Clock Spring Company, Inc. 401(k) Plan (CT) 143 · 0 off
Spectra Company Inc 401(k) Profit Sharing Plan & Trust (CA) 143 · 0 off

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 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).

Which 401(k) plans cover a similar participant headcount to Basil Family Dealerships 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Blairex Laboratories, Inc. 401(k) in IN (143 participants, N/A 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 872453765.