401(k) · DOL Form 5500 · 2024

Phil Long Dealerships, Inc. 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
1,311
Participants Near avg headcount
87th
Percentile by assets National rank
$49,319
Avg per participant Low balance/head
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Official DOL plan name: Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan · Sponsored by Phil Long Dealerships, Inc. · Colorado · Retail Trade

$65M in assets, 1,311 participants

Phil Long Dealerships, Inc.'s Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan reported $65M in total assets and 1,311 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,449 in Retail Trade (8,048 peers)

Coverage in Colorado

Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan covers 1,311 participants in Colorado, 3.5x the typical Colorado plan (state average ~376 per filing). Assets: $65M.

#7,449
in Retail Trade (8,048 peers)
+15.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$64,657,320 Top 13% higher than 87% 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

Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan lands in the large band (1,311 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan reported net income fell from $12M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $56M in the plan year 2023 filing to $65M in the plan year 2024 filing.
  • Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan reported participants rose from 1,204 in the plan year 2023 filing to 1,311 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 841393913 · Phil Long Dealerships, Inc. PY 2024 · 401(k)

Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan · $65M · 1,311 · 87th

  • NET $65M
  • NET 1,311
  • NET 87th
  • NET 401(k)
  • NET near Laika, LLC Profit Sharing and 401(k) Plan
  • NET ind #7449

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 Colorado →

Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Southwestern Michigan Emergency Services, P.C. Profit Sharing Retirement PlanSouthwestern Michigan Emerge…$65MTirehub 401(k) Plan$65MStemilt Growers, LLC 401(k) Savings Plan & TrustStemilt Growers, LLC 401(k) …$65MPhil Long Dealerships, Inc. 401(k) Profit Sharing PlanPhil Long Dealerships, Inc. …$65MLaika, LLC Profit Sharing and 401(k) PlanLaika, LLC Profit Sharing an…$65M
End-of-year total assets ($M) among Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$65M
Net Income$9M
Employer EIN841393913
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phil Long Dealerships, Inc.)

Sponsor-wide plan assets over time

All Phil Long Dealerships, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$65M 47.68777956998188% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.8M $64.7M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 1,080 $44M
2023 1 1,204 $56M
2024 1 1,311 $65M

Nearby 401(k) Plans in Colorado

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

Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.06465732 · Participants: 1311Phil Long Dealerships, Inc. 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Laika, LLC Profit Sharing and 401(k) Plan in OR ($65M); by covered participants it is Glory Global Solutions 401(k) Plan in IL (1,311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,311 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 Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.6% during 2024, from $56M to $65M. Reported net income was $9M.
How have Phil Long Dealerships, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phil Long Dealerships, Inc.'s sponsor-wide assets grew 47.7%, from $44M to $65M.
Where does Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan ranks in the 87th 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 Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Laika, LLC Profit Sharing and 401(k) Plan in OR ($65M, 662 participants).
Which 401(k) plans cover a similar participant headcount to Phil Long Dealerships, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Glory Global Solutions 401(k) Plan in IL (1,311 participants, $177M 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 841393913.

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.