401(k) · DOL Form 5500 · 2023

Lithia Motors, Inc. 401(k) Plan

Data updated 2026-08-11

$862M
Total assets: 24,161
Participants: 98th
Percentile by assets: $35,684
Avg per participant

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.

98th percentile by assets (of 127,072 plans)
#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.

$862M
total plan assets (2023 EOY): 24,161
covered participants: 98th
percentile by assets (of 127,072 plans): $35,684
avg assets per participant

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 →

State

Oregon

Industry

Retail Trade

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Lithia Motors, Inc. 401(k) Plan reports 24,161 participants - 54x that state average ($862M EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)	$628M
Net Assets (End of Year)	$862M
Net Income	$235M
Employer EIN	930572810
Plan Effective Date	1980-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lithia Motors, Inc.)

Total plan assets by year, all Lithia Motors, Inc. plans on file

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

401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
Xpo Logistics Retirement Savings Plan $1.8B · 6,189
Pacificorp K Plus Employee Savings Plan $1.6B · 4,968

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 (401(k), $1.0B, 24,675 participants)

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lithia Motors, Inc. 401(k) Plan by total assets, not by location.

Stop & Shop Supermarket Company 401(k) Plan (MA) $862M · 3,869
Tufts Medicine, Inc. 403(b) Retirement Plan (MA) $862M · 1,178
Four Seasons Hotels Retirement Benefit Plan () $863M · 15,652
Amtrak's Retirement Savings Plan for Agreement Employees (DC) $861M · 17,940

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).

Next read for Lithia Motors, Inc. 401(k) Plan

Filing takeaways

Ways to act on Lithia Motors, Inc. 401(k) Plan's numbers.

By total assets, Lithia Motors, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Oregon. Compare plans
Lithia Motors, Inc.'s sponsor-wide assets have grown 63.3% since 2022 across 3 plan years on file. More Retail Trade plans

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.