Oklahoma › Retail trade › 250 to 499 participants
Form 5500 statement · plan year 1 Apr 2024 to 31 Mar 2025
Eskridge Auto Group Profit Sharing Plan
Sponsored by Eskridge Auto Group, Inc., Oklahoma City, OK
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
In the plan year ending 31 Mar 2025, Eskridge Auto Group Profit Sharing Plan covered 333 participants and held $27.7M in net assets. The plan is a profit-sharing plan sponsored by Eskridge Auto Group, Inc. of Oklahoma City, Oklahoma.
Net assets came to $83,213 per participant, well above the $48,746 median for defined contribution plans with 250 to 499 participants and well above the $36,708 median for defined contribution plans in retail trade. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
The employer contributed $732K during the year, or $5,013 per active participant against a same-size median of $2,017; participants contributed —. Benefits paid out totalled $1.8M.
Schedule C lists 3 service provider organisations paid $5,000 or more, with reported compensation of $63K: $190 per participant, well above the same-size median of $141. Administrative expenses charged to the plan were $63K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $8.0M in 2011 to $27.7M in 2024 (up 248%), and participants from 294 to 333 (up 13%).
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $83,213 | $48,746 | $36,708 | $53,102 |
| Employer contributions per active participant | $5,013 | $2,017 | $999 | $2,175 |
| Schedule C compensation per participant | $190 | $141 | $121 | $123 |
| Schedule C compensation, share of net assets | 0.23% | 0.30% | 0.36% | 0.26% |
| Administrative expenses per participant | $190 | $133 | $114 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 250 to 499 participants (17,456 plans), retail trade (3,794) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 333 | $27.7M | $83,213 | $732K | — | $63K |
| 2023 | 311 | $27.1M | $87,174 | $734K | — | $24K |
| 2022 | 305 | $22.3M | $73,246 | $557K | — | $21K |
| 2021 | 405 | $23.7M | $58,506 | $700K | — | $24K |
| 2020 | 392 | $23.3M | $59,401 | $400K | — | $18K |
| 2019 | 358 | $14.8M | $41,302 | $575K | — | $16K |
| 2018 | 364 | $15.9M | $43,640 | $575K | — | $14K |
| 2017 | 335 | $14.9M | $44,457 | $600K | — | $0 |
| 2016 | 342 | $13.2M | $38,737 | $699K | — | $0 |
| 2015 | 340 | $11.7M | $34,406 | $690K | — | $0 |
| 2014 | 316 | $11.2M | $35,478 | $672K | — | $0 |
| 2013 | 305 | $10.2M | $33,384 | $672K | — | $0 |
| 2012 | 311 | $8.7M | $28,064 | $672K | — | $0 |
| 2011 | 294 | $8.0M | $27,071 | $676K | — | $0 |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$27,111,234
- Employer contributions$731,889
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$731,889
- Total income, including investment results$2,447,969
- Benefits paid$1,786,010
- Administrative expenses$63,328
- Total expenses$1,849,338
- Net income$598,631
- Net transfers$0
- Net assets, end of year$27,709,865
Participants
- Active participants146
- Retired or separated, receiving benefits13
- Retired or separated, entitled to future benefits173
- Participants with account balances333
- Total participants, end of year333
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| SEI Private Trust Company | Investment management | $48,103 | $0 |
| Renaissance Investments | Investment management | $7,726 | $0 |
| RBC Global Asset Management | Investment management | $7,343 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Investment advisory and management fees$63,328
- Total administrative expenses$63,328
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Corporate stocks$20.0M · 72.3%
- Corporate debt instruments$5.0M · 17.9%
- Registered investment companies (mutual funds)$1.6M · 5.9%
- Receivables$810K · 2.9%
- Cash (interest and non-interest bearing)$285K · 1.0%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmFinley & Cook, PLLC
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $1,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2EProfit-sharing plan
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 441110: New Car Dealers.
Similar plans in Oklahoma
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Seth Wadley Auto Group 401(k) Plan | Badger Valley Investments, LLC | 335 | $4.0M | $11,899 |
| Brewer Carpet & Design Center 401(k) Profit Sharing Plan & Trust | Brewer Carpet and Design Center, Inc. | 286 | $10.2M | $35,548 |
| Knight Automotive Group 401(k) Retirement Plan | Knight Automotive Group, LLC | 335 | $10.8M | $32,131 |
| John Vance Auto Group 401(k) Plan | John Vance Motors Inc. | 265 | $7.3M | $27,613 |
| Osborn Drugs Employee 401(k) Profit Sharing Plan | Osborn Drugs, Inc. | 343 | $27.4M | $79,907 |
| Bob Howard Companies 401(k) Plan | Bob Howard German Imports, LLC D | 239 | $13.8M | $57,657 |
Defined contribution plans in retail trade closest in size.
Questions and answers
How big is Eskridge Auto Group Profit Sharing Plan?
333 participants at the end of the plan year ending 31 Mar 2025, of whom 146 were active employees, with net assets of $27,709,865. Among defined contribution plans that places it in the 250 to 499 participants band, which held 17,456 plans in plan year 2024.
What does Eskridge Auto Group, Inc. contribute per participant?
The filing reports $731,889 in employer contributions for the year, which is $5,013 per active participant; the median for plans of the same type and size was $2,017 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.
What fees does the plan pay and how do they compare?
Schedule C reports $63,172 in compensation to service provider organisations, $190 per participant or 0.23% of net assets. The same-size median among plans reporting any Schedule C compensation was $141 per participant. Administrative expenses on Schedule H were $63,328. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Eskridge Auto Group, Inc.. Investment advisory or management: SEI Private Trust Company, Renaissance Investments and RBC Global Asset Management. The financial statements were audited by Finley & Cook, PLLC. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Apr 2024 to 31 Mar 2025, received by the Department of Labor on 28 Jul 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 73-1486292, plan 001, received 28 Jul 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.