ESOP · DOL Form 5500 · 2024
Tri-County Auto Group, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 64
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $40,235
- Avg per participant Low balance/head
Official DOL plan name: Tri-County Auto Group, Inc. Employee Stock Ownership Plan · Sponsored by Tri-County Auto Group, Inc. · Kentucky · Retail Trade
$3M in assets, 64 participants
Tri-County Auto Group, Inc.'s Tri-County Auto Group, Inc. Employee Stock Ownership Plan reported $3M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #3,551 in Retail Trade (8,048 peers)
Tri-County Auto Group, Inc. multi-year trail
Tri-County Auto Group, Inc.'s plans moved -38.9% in assets from 2022 to 2024; this filing shows Tri-County Auto Group, Inc. Employee Stock Ownership Plan at $3M / 64 participants.
- #3,551
- in Retail Trade (8,048 peers)
- -10.5%
- assets change YoY
The plan reported a net loss of $194K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tri-County Auto Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Tri-County Auto Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,575,035 32nd percentile higher than 32% 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
Tri-County Auto Group, Inc. Employee Stock Ownership 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. Tri-County Auto Group, Inc. Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tri-County Auto Group, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to -$194K in the plan year 2024 filing.
- Tri-County Auto Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Tri-County Auto Group, Inc. Employee Stock Ownership Plan reported participants rose from 59 in the plan year 2023 filing to 64 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 921625929 · Tri-County Auto Group, Inc. PY 2024 · ESOP
Tri-County Auto Group, Inc. Employee Stock Ownership Plan · $3M · 64 · 32nd
- PHOTO $3M
- IND 64
- EOY 32nd
- 5500 ESOP
- ASSETS near Entwistle Metal Fabricating Employee Stock Ownership Plan
- PCT ind #3551
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 What is an ESOP? → · Plans in Kentucky →
Tri-County Auto Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Tri-County Auto Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Tri-County Auto Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 38.88866211419098% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 97 | $4M |
| 2023 | 1 | 59 | $3M |
| 2024 | 1 | 64 | $3M |
Tri-County Auto Group, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | -$1M |
| Net Income | -$194K |
| Employer EIN | 921625929 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.6B · 7,785
- Gray, Inc. Employee Stock Ownership Plan $177M · 1,534
- Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan $167M · 1,107
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
- H & R Agri-Power Employee Stock Ownership Plan $111M · 522
Tri-County Auto Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Entwistle Metal Fabricating Employee Stock Ownership Plan in WI ($3M); by covered participants it is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Entwistle Metal Fabricating Employee Stock Ownership Plan (WI) $3M · 10
- J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan (SC) $3M · 44
- Capital Insurance Holdings, Inc. Employee Stock Ownership Plan (FL) $3M · 12
- Quaint Oak Bancorp, Inc. Employee Stock Ownership Plan (PA) $3M · 114
Similar participant headcount
Nearest other-state filings by covered participants (64 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.