401(k) · DOL Form 5500 · 2024

Courtesy Chevrolet 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
757
Participants Near avg headcount
70th
Percentile by assets National rank
$25,963
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Courtesy Automotive Group 401(k) Plan · Sponsored by Courtesy Chevrolet · Arizona · Retail Trade

$20M in assets, 757 participants

Courtesy Chevrolet's Courtesy Automotive Group 401(k) Plan reported $20M in total assets and 757 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,489 in Retail Trade (8,048 peers)

Courtesy Chevrolet multi-year trail

Courtesy Chevrolet's plans moved +56.5% in assets from 2022 to 2024; this filing shows Courtesy Automotive Group 401(k) Plan at $20M / 757 participants.

#6,489
in Retail Trade (8,048 peers)
+15.8%
assets growth YoY

Courtesy Automotive Group 401(k) Plan's outsized position by total assets

Courtesy Automotive Group 401(k) Plan vs every filed plan by assets

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

$19,654,346 Top 30% higher than 70% 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

Courtesy Automotive Group 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. Courtesy Automotive Group 401(k) Plan sits mid-pack in the medium band (757 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Courtesy Automotive Group 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Courtesy Automotive Group 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Courtesy Automotive Group 401(k) Plan reported participants rose from 677 in the plan year 2023 filing to 757 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860123463 · Courtesy Chevrolet PY 2024 · 401(k)

Courtesy Automotive Group 401(k) Plan · $20M · 757 · 70th

  • 5500 $20M
  • 5500 757
  • 5500 70th
  • 5500 401(k)
  • 5500 near The Norwood Company 401(k) Retirement Savings Plan
  • 5500 ind #6489

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 Arizona →

Courtesy Automotive Group 401(k) Plan in the asset neighbourhood

Courtesy Automotive Group 401(k) PlanCourtesy Automotive Group 40…$20MThe Norwood Company 401(k) Retirement Savings PlanThe Norwood Company 401(k) R…$20MObstetrics & Gynecology Specialists, P.C. 401(k) PlanObstetrics & Gynecology Spec…$20MNational Employee Management Resources Retirement Savings PlanNational Employee Management…$20MPacific Coast Sales and Service, Inc. 401(k) PlanPacific Coast Sales and Serv…$20M
End-of-year total assets ($M) among Courtesy Automotive Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Courtesy Chevrolet multi-year asset trail

Sponsor-wide plan assets over time

All Courtesy Chevrolet plans reported in each filing year

Latest sponsor-wide plan assets
$20M 56.45377578389095% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.6M $19.7M ▲ +56.4%
Year Plans Participants Total Assets
2022 1 742 $13M
2023 1 677 $17M
2024 1 757 $20M

Courtesy Chevrolet filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN860123463
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Courtesy Automotive Group 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Courtesy Automotive Group 401(k) Plan, Total assets ($B): 0.019654346 · Participants: 757Courtesy Automotive Group 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Courtesy Automotive Group 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Courtesy Automotive Group 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is The Norwood Company 401(k) Retirement Savings Plan in PA ($20M); by covered participants it is Central Employees' Savings and Profit Participation Plan in OH (757 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (757 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 Courtesy Automotive Group 401(k) Plan assets move in 2024? ▼
Courtesy Automotive Group 401(k) Plan grew sharply - up 15.8% during 2024, from $17M to $20M. Reported net income was $3M.
How have Courtesy Chevrolet plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Courtesy Chevrolet's sponsor-wide assets grew 56.5%, from $13M to $20M.
Which 401(k) plans are similar in size to Courtesy Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Norwood Company 401(k) Retirement Savings Plan in PA ($20M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Courtesy Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Employees' Savings and Profit Participation Plan in OH (757 participants, $196M 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 860123463.

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.