Lexus

Lexus Of Wesley Chapel

5350 EAGLESTON BLVD.

WESLEY CHAPEL, FL 33544

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

Plan Data Available

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

The leading signal

Lexus Of Wesley Chapel

Holding SteadyParticipation Rate · 3-Year Trend
44%actively saving · 2022 → 2023
Up 1.4 pts over 2 filings — holding steady. Sourced from DOL Form 5500.
2022
2023
No trend yet · Workforce footprint
Employer Contribution / Participant
$1,085
vs $852 National Median
Employer Percentile
Above Median
Higher than 60% 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 at or above the median, confirming the engagement. A separate workforce-retention watch flags a sustained decline in active savers — participation strength is not the same as headcount stability.

Secondary context · Employer-contribution standing
Workhorse ↔ Racehorse
Above Median Nationally
60th
percentile
WorkhorseRacehorse
Median

Benchmark Scorecard

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

Employer Contribution / Participant
$1,085
vs $852 National Median
Above Median 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
$5,814
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
$78,951
vs $48,309 National Median
Above Median Nationally

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

Employer Contributions
$94,409
Latest source filing

Total annual employer contribution from the latest DOL filing.

Plan Assets
$6.9M
Latest source filing

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

Plan Participants
87
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.Century Buick, Inc
TAMPA, FL • 18 mi
Contributes / participant
$833
2.Kbb Tampa
TAMPA, FL • 12 mi
Contributes / participant
$654
3.Lcm Investments Holdings Ii, Llc
LUTZ, FL • 1 mi
Contributes / participant
$512
4.Tampa Truck Center, Llc
TAMPA, FL • 15 mi
Contributes / participant
$458
5.Bill Currie Ford, Inc.
TAMPA, FL • 18 mi
Contributes / participant
$373
6.Stadium Toyota, Inc
TAMPA, FL • 19 mi
Contributes / participant
$199
Volkswagen Of Wesley Chapel
WESLEY CHAPEL, FL • 3 mi
Ranking available
University Motorcars, Llc
LUTZ, FL • 11 mi
Ranking available
Reeves Import Motorcars, Inc.
TAMPA, FL • 14 mi
Ranking available
Volvo Of Tampa
TAMPA, FL • 18 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

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Peer Position

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

National Auto Dealers
Above Median
Higher than 60% of peers
4966 valid peers
FL Dealers
Above Median
Higher than 71% of peers
183 valid peers
Lexus Dealers
Room to Grow
Bottom 60% of peers
15 valid peers
Members
Similar-Size Dealers
Above Median
Higher than 61% of peers
1327 valid peers

How You Compare

A side-by-side read of this dealership’s plan against the national industry average — and the gap you need to close to reach the peer median.

Peer averages from the DOL Form 5500 national dataset, 2023

Employer Contribution / Participant
Annual employer match & profit share per active participant.
Your Plan$1,085
Industry Avg$8524966 peers
Gap vs Avg+$233(+27%)above avg
Percentile60th
Participant Contribution / Participant
Employee deferrals per active participant.
Your Plan$5,814
Industry Avg$3,4355531 peers
Gap vs Avg+$2,379(+69%)above avg
Percentile88th
Plan Assets / Participant
Total plan assets per active participant.
Your Plan$78,951
Industry Avg$48,3095605 peers
Gap vs Avg+$30,642(+63%)above avg
Percentile74th
Admin Cost / Participant
All-in administrative expenses per participant. Lower is better.
Your Plan—
Industry AvgInsufficient peer dataContribute plan data
Gap vs Avg—
Percentile—
Admin Cost (bps of Assets)
Admin expenses as basis points of plan assets. Lower is better.
Your Plan—
Industry AvgInsufficient peer dataContribute plan data
Gap vs Avg—
Percentile—
Fee-to-Outcome Ratio
Employer $ generated per $1 of admin spend. Higher is better.
Your Plan—
Industry AvgInsufficient peer dataContribute plan data
Gap vs Avg—
Percentile—

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.

2022202320240255075100
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 SponsorGRACE WINS, LLC
Plan NameLEXUS OF WESLEY CHAPEL 401(K) PLAN
EIN Members812735016
Plan Number001
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)87
Plan Assets$6.9M
Employer Contributions$94,409
Participant Contributions$505,784
Total Contributions$600,193
Plan Type401(k) + Profit Sharing + 401(m)
Source FormDOL Form 5500
Source Filing ID20240926124915NAL0000672721001
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Leadership & Contacts

Who runs Lexus Of Wesley Chapel

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

R••• N••••
General Manager
r••••@lexusofwesleychapel.com
G••• H••••
CFO/General Counsel
g••••@wagfl.com
C••• L••••
Fixed Operations Director
c••••@lexusofwesleychapel.com
R••• H••••
General Sales Manager
r••••@lexusofwesleychapel.com
J••• L••••
Parts Director
j••••@lexusofwesleychapel.com
S••• T••••
Director of New Car Sales
s••••@lexusofwesleychapel.com
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