401(k) · DOL Form 5500 · 2024
Jim Coleman Toyota, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 273
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $31,980
- Avg per participant Low balance/head
Official DOL plan name: Coleman Auto Group 401(k) Profit Sharing Plan · Sponsored by Jim Coleman Toyota, Inc. · Maryland · Retail Trade
$9M in assets, 273 participants
Jim Coleman Toyota, Inc.'s Coleman Auto Group 401(k) Profit Sharing Plan reported $9M in total assets and 273 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #5,093 in Retail Trade (8,048 peers)
Coverage in Maryland
Coleman Auto Group 401(k) Profit Sharing Plan covers 273 participants in Maryland, about 29% of the average Maryland filer (state average ~929 per filing). Assets: $9M.
- #5,093
- in Retail Trade (8,048 peers)
- -13.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coleman Auto Group 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Coleman Auto Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,730,407 Top 47% higher than 53% 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
Coleman Auto Group 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coleman Auto Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (273 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coleman Auto Group 401(k) Profit Sharing Plan reported net income fell from $592K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Coleman Auto Group 401(k) Profit Sharing Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Coleman Auto Group 401(k) Profit Sharing Plan reported participants rose from 250 in the plan year 2023 filing to 273 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 521641356 · Jim Coleman Toyota, Inc. PY 2024 · 401(k)
Coleman Auto Group 401(k) Profit Sharing Plan · $9M · 273 · 53rd
- SCH $9M
- EBSA 273
- PART 53rd
- TYPE 401(k)
- NET near Geode Health 401(k) Plan
- BOOK ind #5093
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 Maryland →
Coleman Auto Group 401(k) Profit Sharing Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 521641356 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jim Coleman Toyota, Inc.)
Sponsor-wide plan assets over time
All Jim Coleman Toyota, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 8.070768098737291% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 276 | $9M |
| 2023 | 1 | 250 | $10M |
| 2024 | 1 | 273 | $9M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Coleman Auto Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Geode Health 401(k) Plan in IL ($9M); by covered participants it is Preferred Beef Group, LP 401(k) Plan in TX (273 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (273 participants); asset peers above are excluded.
- Preferred Beef Group, LP 401(k) Plan (TX) 273 · 0 off
- Metropolitan Commercial Bank 401(k) Plan (NY) 273 · 0 off
- Arnold Companies, Inc. 401(k) Profit Sharing Plan (MN) 273 · 0 off
- Allied Employer Group 401(k) Retirement Plan (TX) 273 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.