401(k) · DOL Form 5500 · 2024

Bob Maxey Lincoln, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
190
Participants Below avg headcount
59th
Percentile by assets National rank
$61,124
Avg per participant Low balance/head
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Official DOL plan name: Bob Maxey Lincoln Mercury 401(k) Plan & Trust · Sponsored by Bob Maxey Lincoln, Inc. · Michigan · Retail Trade

$12M in assets, 190 participants

Bob Maxey Lincoln, Inc.'s Bob Maxey Lincoln Mercury 401(k) Plan & Trust reported $12M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,632 in Retail Trade (8,048 peers)

Coverage in Michigan

Bob Maxey Lincoln Mercury 401(k) Plan & Trust covers 190 participants in Michigan, about 30% of the average Michigan filer (state average ~638 per filing). Assets: $12M.

#5,632
in Retail Trade (8,048 peers)
+13.8%
assets growth YoY

Bob Maxey Lincoln Mercury 401(k) Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Bob Maxey Lincoln Mercury 401(k) Plan & Trust vs every filed plan by assets

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

$11,613,578 Top 41% higher than 59% 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

Bob Maxey Lincoln Mercury 401(k) Plan & Trust 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. Bob Maxey Lincoln Mercury 401(k) Plan & Trust sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bob Maxey Lincoln Mercury 401(k) Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Bob Maxey Lincoln Mercury 401(k) Plan & Trust end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Bob Maxey Lincoln Mercury 401(k) Plan & Trust reported participants rose from 167 in the plan year 2023 filing to 190 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 381807015 · Bob Maxey Lincoln, Inc. PY 2024 · 401(k)

Bob Maxey Lincoln Mercury 401(k) Plan & Trust · $12M · 190 · 59th

  • PART $12M
  • PART 190
  • PART 59th
  • PART 401(k)
  • PART near Flash Global Logistics, Inc. 401(k) Plan
  • PART ind #5632

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 Michigan →

Bob Maxey Lincoln Mercury 401(k) Plan & Trust in the asset neighbourhood

Bob Maxey Lincoln Mercury 401(k) Plan & TrustBob Maxey Lincoln Mercury 40…$12MFlash Global Logistics, Inc. 401(k) PlanFlash Global Logistics, Inc.…$12MUnited Texas Credit Union 401(k) PlanUnited Texas Credit Union 40…$12MEnvironmental Incentives, LLC 401(k) PlanEnvironmental Incentives, LL…$12MTony Demaria Electric, Inc. 401(k) Profit Sharing PlanTony Demaria Electric, Inc. …$12M
End-of-year total assets ($M) among Bob Maxey Lincoln Mercury 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN381807015
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bob Maxey Lincoln, Inc.)

Sponsor-wide plan assets over time

All Bob Maxey Lincoln, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 40.84996229391728% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $8.25M $11.6M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 157 $8M
2023 1 167 $10M
2024 1 190 $12M

Nearby 401(k) Plans in Michigan

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

Bob Maxey Lincoln Mercury 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Bob Maxey Lincoln Mercury 401(k) Plan & Trust, Total assets ($B): 0.011613578 · Participants: 190Bob Maxey Lincoln Mercury 401(k) Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Bob Maxey Lincoln Mercury 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Bob Maxey Lincoln Mercury 401(k) Plan & Trust side-by-side with 3 peers →

Bob Maxey Lincoln Mercury 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Flash Global Logistics, Inc. 401(k) Plan in NJ ($12M); by covered participants it is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Bob Maxey Lincoln Mercury 401(k) Plan & Trust assets move in 2024? ▼
Bob Maxey Lincoln Mercury 401(k) Plan & Trust grew at a solid clip - up 13.8% during 2024, from $10M to $12M. Reported net income was $1M.
How have Bob Maxey Lincoln, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bob Maxey Lincoln, Inc.'s sponsor-wide assets grew 40.8%, from $8M to $12M.
Which 401(k) plans are similar in size to Bob Maxey Lincoln Mercury 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Flash Global Logistics, Inc. 401(k) Plan in NJ ($12M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Bob Maxey Lincoln Mercury 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 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 381807015.

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.