401(k) · DOL Form 5500 · 2023

Lithia Motors, Inc. 401(k) Plan

Data updated 2026-08-25

$862M
Total assets Above avg plan size
24,161
Participants Very large workforce
98th
Percentile by assets National rank
$35,684
Avg per participant Low balance/head
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Official DOL plan name: Lithia Motors, Inc. 401(k) Plan · Sponsored by Lithia Motors, Inc. · Oregon · Retail Trade

$862M in assets, 24,161 participants

Lithia Motors, Inc.'s Lithia Motors, Inc. 401(k) Plan reported $862M in total assets and 24,161 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,324 in Retail Trade (8,414 peers)

Coverage in Oregon

Lithia Motors, Inc. 401(k) Plan covers 24,161 participants in Oregon, 54x the typical Oregon plan (state average ~443 per filing). Assets: $862M.

#8,324
in Retail Trade (8,414 peers)
+37.3%
assets growth YoY
8.7×
vs typical plan assets (national mean)

Lithia Motors, Inc. 401(k) Plan's outsized position by total assets

Lithia Motors, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$862,169,898 Top 2% higher than 98% of 127,068 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 2023

Lithia Motors, Inc. 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lithia Motors, Inc. 401(k) Plan is a mega filing (24,161 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lithia Motors, Inc. 401(k) Plan reported net income rose from -$84M in the plan year 2022 filing to $235M in the plan year 2023 filing.
  • Lithia Motors, Inc. 401(k) Plan end-of-year assets rose from $628M in the plan year 2022 filing to $862M in the plan year 2023 filing.
  • Lithia Motors, Inc. 401(k) Plan reported participants rose from 21,161 in the plan year 2022 filing to 24,161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930572810 · Lithia Motors, Inc. PY 2023 · 401(k)

Lithia Motors, Inc. 401(k) Plan · $862M · 24,161 · 98th

  • VS-ST $862M
  • VS-ST 24,161
  • VS-ST 98th
  • VS-ST 401(k)
  • VS-ST near Stop & Shop Supermarket Company 401(k) Plan
  • VS-ST ind #8324

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 Oregon →

Lithia Motors, Inc. 401(k) Plan in the asset neighbourhood

Four Seasons Hotels Retirement Benefit PlanFour Seasons Hotels Retireme…$863MLithia Motors, Inc. 401(k) PlanLithia Motors, Inc. 401(k) P…$862MStop & Shop Supermarket Company 401(k) PlanStop & Shop Supermarket Comp…$862MTufts Medicine, Inc. 403(b) Retirement PlanTufts Medicine, Inc. 403(b) …$862MAmtrak's Retirement Savings Plan for Agreement EmployeesAmtrak's Retirement Savings …$861M
End-of-year total assets ($M) among Lithia Motors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$628M
Net Assets (End of Year)$862M
Net Income$235M
Employer EIN930572810
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lithia Motors, Inc.)

Sponsor-wide plan assets over time

All Lithia Motors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 63.251474050201814% vs 2022
2024 filing year
$0.4B$0.6B$0.8B$1B$1.2B 202220232024 $0.63B $1.03B ▲ +63.5%
Year Plans Participants Total Assets
2022 1 21,161 $628M
2023 1 24,161 $862M
2024 1 24,675 $1.0B

Nearby 401(k) Plans in Oregon

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

Lithia Motors, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 02468 Total assets ($B) Participants Lithia Motors, Inc. 401(k) Plan, Total assets ($B): 0.862169898 · Participants: 24161Lithia Motors, Inc. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Lithia Motors, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Lithia Motors, Inc. 401(k) Plan side-by-side with 3 peers →

Scale composition for Lithia Motors, Inc. 401(k) Plan

Lithia Motors, Inc. 401(k) Plan reports $862M in end-of-year assets across 24,161 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.026% of 93,925,755 covered participants) - about $35,684 per participant (26% of the national average assets-per-participant) . Net income for plan year 2023 was $235M.

This plan identity (EIN 930572810, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $628M to $1.0B (+63.3%) while covered participants moved from 21,161 to 24,675 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 21,161 $628M Open filing
2023 24,161 $862M This page
2024 · index core 24,675 $1.0B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Lithia Motors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Stop & Shop Supermarket Company 401(k) Plan in MA ($862M); by covered participants it is Nucor Corporation Profit Sharing and Retirement Savings Plan in NC (24,174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($862M here).

Similar participant headcount

Nearest other-state filings by covered participants (24,161 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lithia Motors, Inc. 401(k) Plan assets move in 2023? ▼
Lithia Motors, Inc. 401(k) Plan surged - up 37.3% during 2023, from $628M to $862M. Reported net income was $235M.
How have Lithia Motors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lithia Motors, Inc.'s sponsor-wide assets grew 63.3%, from $628M to $1.0B.
Where does Lithia Motors, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Lithia Motors, Inc. 401(k) Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Lithia Motors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stop & Shop Supermarket Company 401(k) Plan in MA ($862M, 3,869 participants).
Which 401(k) plans cover a similar participant headcount to Lithia Motors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nucor Corporation Profit Sharing and Retirement Savings Plan in NC (24,174 participants, $8.5B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930572810.

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.