401(k) · DOL Form 5500 · 2024

Dealerpolicy, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
178
Participants Small participant base
60th
Percentile by assets National rank
$67,333
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Polly 401(k) Plan · Sponsored by Dealerpolicy, Inc. · Vermont · Finance & Insurance

$12M in assets, 178 participants

Dealerpolicy, Inc.'s Polly 401(k) Plan reported $12M in total assets and 178 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,727 in Finance & Insurance (8,549 peers)

Dealerpolicy, Inc. multi-year trail

Dealerpolicy, Inc.'s plans moved +65.8% in assets from 2022 to 2024; this filing shows Polly 401(k) Plan at $12M / 178 participants.

#3,727
in Finance & Insurance (8,549 peers)
+22.6%
assets growth YoY

Polly 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Polly 401(k) Plan vs every filed plan by assets

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

$11,985,254 Top 40% higher than 60% 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

Polly 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. Polly 401(k) Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Polly 401(k) Plan reported participants fell from 251 in the plan year 2023 filing to 178 in the plan year 2024 filing.
  • Polly 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Polly 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 832986435 · Dealerpolicy, Inc. PY 2024 · 401(k)

Polly 401(k) Plan · $12M · 178 · 60th

  • PHOTO $12M
  • PHOTO 178
  • PHOTO 60th
  • PHOTO 401(k)
  • PHOTO near Griffin Masonry, Inc. Retirement Savings Plan
  • PHOTO ind #3727

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 Finance & Insurance retirement plans → · Plans in Vermont →

Polly 401(k) Plan in the asset neighbourhood

Polly 401(k) Plan$12MBoniface-Hiers 401(k) Plan$12MFleenor Company, Inc. 401(k) PlanFleenor Company, Inc. 401(k)…$12MGriffin Masonry, Inc. Retirement Savings PlanGriffin Masonry, Inc. Retire…$12MNypro Puerto Rico, Inc. 401(k) Retirement PlanNypro Puerto Rico, Inc. 401(…$12M
End-of-year total assets ($M) among Polly 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Dealerpolicy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dealerpolicy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 65.84861283064026% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.23M $12M ▲ +65.8%
Year Plans Participants Total Assets
2022 1 297 $7M
2023 1 251 $10M
2024 1 178 $12M

Dealerpolicy, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN832986435
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Polly 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Polly 401(k) Plan, Total assets ($B): 0.011985254 · Participants: 178Polly 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
Polly 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Polly 401(k) Plan side-by-side with 3 peers →

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

Outside Vermont, the nearest 401(k) by assets is Griffin Masonry, Inc. Retirement Savings Plan in NC ($12M); by covered participants it is Bauer's Intelligent Transportation, Inc. 401(k) Plan in CA (178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Polly 401(k) Plan assets move in 2024? ▼
Polly 401(k) Plan grew sharply - up 22.6% during 2024, from $10M to $12M. Reported net income was $2M.
How have Dealerpolicy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dealerpolicy, Inc.'s sponsor-wide assets grew 65.8%, from $7M to $12M.
Which 401(k) plans are similar in size to Polly 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Griffin Masonry, Inc. Retirement Savings Plan in NC ($12M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Polly 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bauer's Intelligent Transportation, Inc. 401(k) Plan in CA (178 participants, $2M 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 832986435.

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.