401(k) · DOL Form 5500 · 2024

Westgate Auto Group, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
256
Participants Below avg headcount
41st
Percentile by assets National rank
$18,369
Avg per participant Low balance/head
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Official DOL plan name: Westgate Auto Group, LLC 401(k) Plan · Sponsored by Westgate Auto Group, LLC · North Carolina · Retail Trade

$5M in assets, 256 participants

Westgate Auto Group, LLC's Westgate Auto Group, LLC 401(k) Plan reported $5M in total assets and 256 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,159 in Retail Trade (8,048 peers)

Coverage in North Carolina

Westgate Auto Group, LLC 401(k) Plan covers 256 participants in North Carolina, about 31% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#4,159
in Retail Trade (8,048 peers)
+17.4%
assets growth YoY

Westgate Auto Group, LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Westgate Auto Group, LLC 401(k) Plan vs every filed plan by assets

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

$4,702,555 41st percentile higher than 41% 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

Westgate Auto Group, LLC 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. Westgate Auto Group, LLC 401(k) Plan sits mid-pack in the medium band (256 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westgate Auto Group, LLC 401(k) Plan reported net income fell from $961K in the plan year 2023 filing to $696K in the plan year 2024 filing.
  • Westgate Auto Group, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Westgate Auto Group, LLC 401(k) Plan reported participants fell from 264 in the plan year 2023 filing to 256 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 273079540 · Westgate Auto Group, LLC PY 2024 · 401(k)

Westgate Auto Group, LLC 401(k) Plan · $5M · 256 · 41st

  • 5500 $5M
  • ASSETS 256
  • PCT 41st
  • EIN 401(k)
  • RANK near Central Pennsylvania Pharmacy Group Savings Plan
  • PHOTO ind #4159

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 North Carolina →

Westgate Auto Group, LLC 401(k) Plan in the asset neighbourhood

Westgate Auto Group, LLC 401(k) PlanWestgate Auto Group, LLC 401…$5MCentral Pennsylvania Pharmacy Group Savings PlanCentral Pennsylvania Pharmac…$5MMotan, Inc. 401(k) Profit Sharing PlanMotan, Inc. 401(k) Profit Sh…$5MConsolidated Youth Services 401(k) Profit Sharing PlanConsolidated Youth Services …$5MProfessional Relations and Research Institute, Inc. 401(k) PlanProfessional Relations and R…$5M
End-of-year total assets ($M) among Westgate Auto Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$696K
Employer EIN273079540
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westgate Auto Group, LLC)

Sponsor-wide plan assets over time

All Westgate Auto Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 54.43246363942076% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.05M $4.7M ▲ +54.1%
Year Plans Participants Total Assets
2022 1 282 $3M
2023 1 264 $4M
2024 1 256 $5M

Nearby 401(k) Plans in North Carolina

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

Westgate Auto Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Westgate Auto Group, LLC 401(k) Plan, Total assets ($B): 0.004702555 · Participants: 256Westgate Auto Group, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Westgate Auto Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Westgate Auto Group, LLC 401(k) Plan side-by-side with 3 peers →

Westgate Auto Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Central Pennsylvania Pharmacy Group Savings Plan in PA ($5M); by covered participants it is The Architect 401(k) Plan the Printer, Inc. in IA (256 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (256 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 Westgate Auto Group, LLC 401(k) Plan assets move in 2024? ▼
Westgate Auto Group, LLC 401(k) Plan grew sharply - up 17.4% during 2024, from $4M to $5M. Reported net income was $696K.
How have Westgate Auto Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westgate Auto Group, LLC's sponsor-wide assets grew 54.4%, from $3M to $5M.
Which 401(k) plans are similar in size to Westgate Auto Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Central Pennsylvania Pharmacy Group Savings Plan in PA ($5M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Westgate Auto Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan the Printer, Inc. in IA (256 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 273079540.

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.