401(k) · DOL Form 5500 · 2024
Patrick Schaumburg Automobiles, Inc. 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 317
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $119,822
- Avg per participant Near avg balance/head
Official DOL plan name: Patrick Dealer Group Savings Plan · Sponsored by Patrick Schaumburg Automobiles, Inc. · Illinois · Retail Trade
$38M in assets, 317 participants
Patrick Schaumburg Automobiles, Inc.'s Patrick Dealer Group Savings Plan reported $38M in total assets and 317 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #7,140 in Retail Trade (8,048 peers)
Coverage in Illinois
Patrick Dealer Group Savings Plan covers 317 participants in Illinois, about 41% of the average Illinois filer (state average ~779 per filing). Assets: $38M.
- #7,140
- in Retail Trade (8,048 peers)
- +14.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Patrick Dealer Group Savings Plan's outsized position by total assets
Patrick Dealer Group Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,983,486 Top 19% higher than 81% 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
Patrick Dealer Group Savings 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. Patrick Dealer Group Savings Plan sits mid-pack in the medium band (317 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Patrick Dealer Group Savings Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Patrick Dealer Group Savings Plan end-of-year assets rose from $33M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Patrick Dealer Group Savings Plan reported participants rose from 297 in the plan year 2023 filing to 317 in the plan year 2024 filing.
DOL schedule card
Filing strip 362067684 · Patrick Schaumburg Automobiles, Inc. PY 2024 · 401(k)
Patrick Dealer Group Savings Plan · $38M · 317 · 81st
- BOOK $38M
- BOOK 317
- BOOK 81st
- BOOK 401(k)
- BOOK near Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust
- BOOK ind #7140
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 Illinois →
Patrick Dealer Group Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $5M |
| Employer EIN | 362067684 |
| Plan Effective Date | 1986-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Patrick Schaumburg Automobiles, Inc.)
Sponsor-wide plan assets over time
All Patrick Schaumburg Automobiles, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 39.8887555562283% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 280 | $27M |
| 2023 | 1 | 297 | $33M |
| 2024 | 1 | 317 | $38M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Patrick Dealer Group Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust in VT ($38M); by covered participants it is Ace Industries, Inc. 401(k) Profit Sharing Plan in GA (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust (VT) $38M · 94
- 401(k)/Profit Sharing Plan and Trust for Employees of Central Florida Hospitalist Partners, P.a. (FL) $38M · 108
- Jacobs Entertainment, Inc.'s 401(k) Plan (CO) $38M · 1,837
- Modera Wealth Management, LLC 401(k) Plan (NJ) $38M · 209
Similar participant headcount
Nearest other-state filings by covered participants (317 participants); asset peers above are excluded.
- Ace Industries, Inc. 401(k) Profit Sharing Plan (GA) 317 · 0 off
- Channeladvisor Corporation 401(k) Profit Sharing Plan (NC) 317 · 0 off
- Mouser Cabinetry LLC (KY) 317 · 0 off
- Karuna Therapeutics 401(k) Plan (MA) 317 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.