Department of Labor filing

BLUEBONNET CHRYSLER DODGE, LTD

BLUEBONNET CHRYSLER DODGE, LTD 401(K) PLAN · For the plan year ended Dec 31, 2024

Spot something wrong?

Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

53filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,535

Reported employer contributions per active participant.

Higher than about 51% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$150 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 58% of comparable plans

↗Investment performance

Not available

Plan assets changed 22.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202453out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions51st percentileTypical peer $1,535 · based on 69 comparable plans

Lower reported administrative expense58th percentileTypical peer $175 · based on 79 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BLUEBONNET CHRYSLER DODGE, LTD reported $152,000 in employer contributions across the plan and 99 active participants. That works out to $1,535 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy65%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 1.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 26.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context53/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $152,000
Participant contributions: $665,816
Other contributions: $0
Employer share of reported contributions: 18.6%
Beginning assets: $6,829,247
Ending assets: $8,360,579
Ending net assets: $8,360,579
Ending liabilities: $0
Total income: $1,748,490
Total expenses: $810,764
Administrative expenses: $23,531
Participant loans: $230,055

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,563

2023

$1,520

2024

$1,535

Plan-paid administrative expenses per participant

2022

$119

2023

$135

2024

$150

Active participants

2022

2023

100

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,535	99	8.4M	20251014114420NAL0002670513001
2023	$1,520	100	6.8M	20240920180022NAL0007867441001
2022	$1,563	96	5.7M	20231012113151NAL0031734881001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.8%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 522364922-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Apr 1, 2002
Industry: Retail trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3H

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20251014114420NAL0002670513001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗