401(k) · DOL Form 5500 · 2024

Shottenkirk Automotive Group, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
1,026
Participants Near avg headcount
81st
Percentile by assets National rank
$39,244
Avg per participant Low balance/head
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Official DOL plan name: Shottenkirk 401(k) Retirement Savings Plan · Sponsored by Shottenkirk Automotive Group, Inc. · Iowa · Retail Trade

$40M in assets, 1,026 participants

Shottenkirk Automotive Group, Inc.'s Shottenkirk 401(k) Retirement Savings Plan reported $40M in total assets and 1,026 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.

  • #7,189 in Retail Trade (8,048 peers)

Where Shottenkirk 401(k) Retirement Savings Plan sits by assets

Shottenkirk 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $40M for 1,026 participants (~$39,244/participant), up 13.6% in 2024.

#7,189
in Retail Trade (8,048 peers)
+13.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Shottenkirk 401(k) Retirement Savings Plan's outsized position by total assets

Shottenkirk 401(k) Retirement Savings Plan vs every filed plan by assets

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

$40,264,710 Top 19% higher than 81% 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

Shottenkirk 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shottenkirk 401(k) Retirement Savings Plan lands in the large band (1,026 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shottenkirk 401(k) Retirement Savings Plan reported participants rose from 712 in the plan year 2023 filing to 1,026 in the plan year 2024 filing.
  • Shottenkirk 401(k) Retirement Savings Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Shottenkirk 401(k) Retirement Savings Plan end-of-year assets rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 800014964 · Shottenkirk Automotive Group, Inc. PY 2024 · 401(k)

Shottenkirk 401(k) Retirement Savings Plan · $40M · 1,026 · 81st

  • PART $40M
  • TYPE 1,026
  • NET 81st
  • BOOK 401(k)
  • VS-ST near Kettle Cuisine, LLC 401(k) Savings Plan
  • BOY ind #7189

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 Iowa →

Shottenkirk 401(k) Retirement Savings Plan in the asset neighbourhood

Argus Media Inc. and Subsidiaries 401(k) Retirement Savings PlanArgus Media Inc. and Subsidi…$40MShottenkirk 401(k) Retirement Savings PlanShottenkirk 401(k) Retiremen…$40MKettle Cuisine, LLC 401(k) Savings PlanKettle Cuisine, LLC 401(k) S…$40MRaleigh Durham Medical Group, PA 401(k) Retirement PlanRaleigh Durham Medical Group…$40MCross Sound Ferry & Companies 401(k) / Ps PlanCross Sound Ferry & Companie…$40M
End-of-year total assets ($M) among Shottenkirk 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$5M
Employer EIN800014964
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shottenkirk Automotive Group, Inc.)

Sponsor-wide plan assets over time

All Shottenkirk Automotive Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 45.90895027492974% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.6M $40.3M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 563 $28M
2023 1 712 $35M
2024 1 1,026 $40M

Nearby 401(k) Plans in Iowa

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

Shottenkirk 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Shottenkirk 401(k) Retirement Savings Plan, Total assets ($B): 0.04026471 · Participants: 1026Shottenkirk 401(k) Retirement Savings PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Shottenkirk 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Shottenkirk 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Kettle Cuisine, LLC 401(k) Savings Plan in MA ($40M); by covered participants it is Fincantieri Marine Group Bargaining Retirement Savings Plan in WI (1,026 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,026 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 Shottenkirk 401(k) Retirement Savings Plan assets move in 2024? ▼
Shottenkirk 401(k) Retirement Savings Plan grew at a solid clip - up 13.6% during 2024, from $35M to $40M. Reported net income was $5M.
How have Shottenkirk Automotive Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shottenkirk Automotive Group, Inc.'s sponsor-wide assets grew 45.9%, from $28M to $40M.
Where does Shottenkirk 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Shottenkirk 401(k) Retirement Savings Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shottenkirk 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kettle Cuisine, LLC 401(k) Savings Plan in MA ($40M, 1,014 participants).
Which 401(k) plans cover a similar participant headcount to Shottenkirk 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fincantieri Marine Group Bargaining Retirement Savings Plan in WI (1,026 participants, $26M 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 800014964.

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.