401(k) · DOL Form 5500 · 2024
Donald Automotive Group, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 71
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $61,682
- Avg per participant Low balance/head
Official DOL plan name: Donald Automotive Group, LLC 401(k) Profit Sharing Plan · Sponsored by Donald Automotive Group, LLC · North Carolina · Retail Trade
$4M in assets, 71 participants
Donald Automotive Group, LLC's Donald Automotive Group, LLC 401(k) Profit Sharing Plan reported $4M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #4,072 in Retail Trade (8,048 peers)
Donald Automotive Group, LLC multi-year trail
Donald Automotive Group, LLC's plans moved +22.3% in assets from 2022 to 2024; this filing shows Donald Automotive Group, LLC 401(k) Profit Sharing Plan at $4M / 71 participants.
- #4,072
- in Retail Trade (8,048 peers)
- -6.4%
- assets change YoY
The plan reported a net loss of $299K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Donald Automotive Group, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Donald Automotive Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,379,392 40th percentile higher than 40% 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
Donald Automotive Group, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Donald Automotive Group, LLC 401(k) Profit Sharing Plan is a small filing (71 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Donald Automotive Group, LLC 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to -$299K in the plan year 2024 filing.
- Donald Automotive Group, LLC 401(k) Profit Sharing Plan reported participants fell from 119 in the plan year 2023 filing to 71 in the plan year 2024 filing.
- Donald Automotive Group, LLC 401(k) Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 203121760 · Donald Automotive Group, LLC PY 2024 · 401(k)
Donald Automotive Group, LLC 401(k) Profit Sharing Plan · $4M · 71 · 40th
- NET $4M
- BOOK 71
- VS-ST 40th
- BOY 401(k)
- SCH near V2 Strategic Advisors LLC 401(k) Profit Sharing Plan and Trust
- EBSA ind #4072
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 →
Donald Automotive Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Donald Automotive Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Donald Automotive Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 22.33577563967727% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 139 | $4M |
| 2023 | 1 | 119 | $5M |
| 2024 | 1 | 71 | $4M |
Donald Automotive Group, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$299K |
| Employer EIN | 203121760 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Donald Automotive Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is V2 Strategic Advisors LLC 401(k) Profit Sharing Plan and Trust in FL ($4M); by covered participants it is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (71 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.