Callari Auto Group

140 LEDGE ROAD

DARIEN, CT 06820

Latest Filing: 2023Financial Data Through: 2023Source: DOL Form 5500

Plan Data Available

Source-backed retirement-plan information is available to benchmark this dealership.

Report found

We found Callari Auto Group's 401(k) profile.

Here's an honest preview of what's available on this profile. Scroll down for the full breakdown, or tell us who you are and we'll point you to the right next step.

What's available

3 of 6 sections

Participation trend· Opting Out More
Employer contribution benchmark· Ranked vs national peers
Fee analysis· Not reported on this filing
Asset performance trend· Needs 3+ filing years
Historical filings· 3 filing years
Recordkeeper· Not identified

Which best describes you?

The leading signal

Callari Auto Group

Opting Out MoreParticipation Rate · 3-Year Trend
71%actively saving · 2022 → 2023
Down 13.4 pts over 2 filings — more employees opting out. Sourced from DOL Form 5500.
2022
2023
No trend yet · Workforce footprint
Members Only
Employer Contribution / Participant
$618
vs $852 National Median
Employer Percentile
Room to Grow
Bottom 61% of peers
Where this sits vs national auto-dealer peers.

Fewer participants are actively saving — the participation rate is slipping as more employees opt out or go inactive. Employer contribution per participant is below the national median — the dealership's own investment in the plan has not yet caught up to how engaged its savers are. A separate workforce-retention watch flags a sustained decline in active savers — participation strength is not the same as headcount stability.

Benchmark Scorecard

Observable, source-backed metrics. No inferred grades or quality scores.

Members
Employer Contribution / Participant
$618
vs $852 National Median
Room to Grow Nationally

The lagging confirmation of plan health. Below median signals under-investment in workforce retention — the dollar has yet to follow the leading active-saver signal.

Participant Contribution / Participant
$4,837
vs $3,435 National Median
Top 25% Nationally

The leading signal of plan engagement. A rising trajectory precedes the lagging employer-contribution dollar; below median can signal gaps in auto-enrollment or plan design.

Plan Assets / Participant
$96,164
vs $48,309 National Median
Top 25% Nationally

How seasoned the workforce is. Below national median can also indicate higher-than-needed employee turnover.

Members
Employer Contributions
$73,536
Latest source filing

Total annual employer contribution from the latest DOL filing.

Plan Assets
$11.4M
Latest source filing

The retirement pool employees are building. Larger pools reflect longer-tenured workforces.

Plan Participants
119
Latest source filing

Active employees covered by the plan — the scope of the dealership's retirement offering.

Local Dealerships with a More Competitive 401(k) Plan

Every comparable dealership we track in CT, ranked by employer contribution per participant. Names and locations are public; head-to-head contribution numbers unlock when you verify your dealership email.

1.Miller Motorcars, Inc.
GREENWICH, CT • 9 mi
Contributes / participant
$3,443
2.The Karl Chevrolet Company
NEW CANAAN, CT • 5 mi
Contributes / participant
$2,945
3.Garavel Subaru
NORWALK, CT • 6 mi
Contributes / participant
$1,284
4.Stamford Ford
STAMFORD, CT • 3 mi
Contributes / participant
$1,228
5.H & L Chevrolet, Inc
DARIEN, CT • 0 mi
Contributes / participant
$0
Trans-Atlantic Motors, Inc
STAMFORD, CT • 3 mi
Ranking available
Minchin Buick Gmc Truck
STAMFORD, CT • 3 mi
Ranking available
Devan Acura
NORWALK, CT • 4 mi
Ranking available
Mcmahon Ford, Llc
NORWALK, CT • 5 mi
Ranking available
Toyota Of Greenwich
COS COB, CT • 7 mi
Ranking available

No credit card. Verify with your dealership work email and every contribution number in this list unblurs — plus your own full benchmark.

Source: U.S. Department of Labor Form 5500. Peer contribution amounts unlock with a verified dealership email or an advisor pass.

All-In Plan Cost

The total cost of running this plan — recordkeeping, administration, custody, advisory, and fiduciary fees — as a percentage of plan assets. Community-sourced from the dealership's own 408(b)(2) fee disclosure.

Not yet contributed

The all-in cost comes from a dealership's own fee disclosure. Verify your dealership email and contribute your plan data to publish it here — and unlock the benchmarked cost analysis.

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Peer Position

Where this dealership ranks on Employer Contribution / Participant across cohorts of similarly comparable dealerships.

National Auto Dealers
Room to Grow
Bottom 61% of peers
4966 valid peers
Members
CT Dealers
Above Median
Higher than 52% of peers
93 valid peers
null Dealers
Insufficient peer data
Below 10 valid peers — ranking hidden
Contribute plan data
Similar-Size Dealers
Room to Grow
Bottom 60% of peers
701 valid peers
Members

Engagement Trajectory

Active-saver trajectory is the leading signal; employer contribution is the lagging confirmation. Public filings from 2022 to 2024. Missing years are not interpolated.

20222023202404590135180
Fewer than three annual filings with usable values — no trend available for active-saver trajectory.
Years available: 2022, 2023, 2024

Reported Plan Data

The public filing record behind every metric on this page — for audit and trust.

Plan SponsorFELIX F. CALLARI, INC.
Plan NameCALLARI AUTO GROUP 401(K) PLAN
EIN Members060810760
Plan Number002
RecordkeeperNot yet contributed — contribute plan data
Waiting PeriodNot reported on this filing — contribute plan data
Trustee / Custodian—
Custodian Phone—
Recordkeeping Fees—
Latest Filing Year2023
Financial Data Year2023
Participants (active, EOY)119
Plan Assets$11.4M
Employer Contributions$73,536
Participant Contributions$575,592
Total Contributions$649,128
Plan Type401(k) + Profit Sharing + 401(m)
Source FormDOL Form 5500
Source Filing ID20241007101528NAL0008777811001
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Enter your work email at Callari Auto Group and we’ll send a code. Once verified, every contribution number on this page unblurs — your own benchmark and the full local competitive field — and you can schedule a free call to improve your standing. No credit card.

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Members only

Callari Auto Group's full 401(k) benchmark is reserved for members.

Some of the benchmarking details on this plan are sensitive, so they aren't published publicly — they're available with a paid membership. One way to start moving this plan up: flag it to a decision-maker below so we can bring the matter to them and offer a solution.

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Sensitive benchmarking details aren't published publicly; they're available with a paid membership. Email addresses are used only to start this conversation and are never sold.

Leadership & Contacts

Who runs Callari Auto Group

Senior executives surfaced from public sources. Verify your access to view names and emails.

P••• C••••
President
G••• S••••
Vice President / General Manager
g••••@callariautogroup.com
F••• C••••
VP
C••• N••••
Vice President, Operations
T••• M••••
Service Director
or I'm an executive — submit my info

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