Doherty Auto Group

2925 MALL HILL DRIVE

LAKELAND, FL 33810

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 Doherty 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· Holding Steady
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

Doherty Auto Group

Holding SteadyParticipation Rate · 3-Year Trend
98%actively saving · 2022 → 2023
Up 0.6 pts over 2 filings — holding steady. Sourced from DOL Form 5500.
2022
2023
No trend yet · Workforce footprint
Members Only
Employer Contribution / Participant
$212
vs $852 National Median
Employer Percentile
Optimization Potential
Bottom 82% of peers
Where this sits vs national auto-dealer peers.

The participation rate is holding steady — no clear sign-up or opt-out swing over the period. 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
$212
vs $852 National Median
Optimization Potential 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.

Members
Participant Contribution / Participant
$1,241
vs $3,435 National Median
Optimization Potential 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.

Members
Plan Assets / Participant
$7,652
vs $48,309 National Median
Optimization Potential Nationally

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

Members
Employer Contributions
$574,914
Latest source filing

Total annual employer contribution from the latest DOL filing.

Plan Assets
$20.8M
Latest source filing

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

Plan Participants
2,714
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 FL, ranked by employer contribution per participant. Names and locations are public; head-to-head contribution numbers unlock when you verify your dealership email.

1.Rivard Buick Gmc Inc
TAMPA, FL • 24 mi
Contributes / participant
$3,798
2.Avant Auto Sales Inc
WINTER HAVEN, FL • 14 mi
Contributes / participant
$2,132
3.Fusion Zone Automotive, Inc
LAKELAND, FL • 6 mi
Contributes / participant
$1,779
4.Mutz Motors Limited Partnership
LAKELAND, FL • 2 mi
Contributes / participant
$989
5.Regal Automotive Group
LAKELAND, FL • 4 mi
Contributes / participant
$637
6.Tampa Truck Center, Llc
TAMPA, FL • 23 mi
Contributes / participant
$458
7.Jenkins Linc-Merc, Inc.
LAKELAND, FL • 3 mi
Contributes / participant
$348
8.Dyer Kia Lake Wales
LAKE WALES, FL • 24 mi
Contributes / participant
$245
9.Brandon Ford
TAMPA, FL • 24 mi
Contributes / participant
$0
Hill Nissan, Inc
WINTER HAVEN, FL • 20 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
Optimization Potential
Bottom 82% of peers
4966 valid peers
Members
FL Dealers
Optimization Potential
Bottom 82% of peers
183 valid peers
Members
null Dealers
Insufficient peer data
Below 10 valid peers — ranking hidden
Contribute plan data
Similar-Size Dealers
Optimization Potential
Bottom 85% of peers
261 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.

20222023202407001k2k3k
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 SponsorMEMORIAL MOTORS, INC.
Plan NameDOHERTY AUTO GROUP 401(K) PLAN
EIN Members591602368
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)2,714
Plan Assets$20.8M
Employer Contributions$574,914
Participant Contributions$3,366,970
Total Contributions$3,941,884
Plan Type401(k) + Profit Sharing + 401(m)
Source FormDOL Form 5500
Source Filing ID20241015131450NAL0028538561001
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Members only

Doherty 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 Doherty Auto Group

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

J••• W••••
CFO
J••• D••••
General Manager
j••••@lakelanddodge.com
J••• J••••
Director of Fixed Operations & Reconditioning
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