ADRS — Auto Dealer Retirement Solutions
Toyota

Toyota Of Rockwall

1250 EAST INTERSTATE 30

ROCKWALL, TX 75087

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

Toyota Of Rockwall

Opting Out MoreParticipation Rate · 3-Year Trend
82%actively saving · 2022 → 2023
Down 8.4 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
$0
vs $852 National Median
Employer Percentile
Optimization Potential
Bottom 94% 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
$0
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
$1,902
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
$14,268
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
$0
Latest source filing

Total annual employer contribution from the latest DOL filing.

Plan Assets
$3.9M
Latest source filing

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

Plan Participants
271
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 TX, ranked by employer contribution per participant. Names and locations are public; head-to-head contribution numbers unlock when you verify your dealership email.

1.Bob Tedford Chevrolet Co
FARMERSVILLE, TX • 18 mi
Contributes / participant
$10,474
2.Star Md Pllc
MESQUITE, TX • 13 mi
Contributes / participant
$6,510
3.Cowboy Toyota
DALLAS, TX • 16 mi
Contributes / participant
$835
4.Town North Automotive, Inc
RICHARDSON, TX • 17 mi
Contributes / participant
$305
5.Don Herring, Ltd.
PLANO, TX • 20 mi
Contributes / participant
$246
6.Snell Motor Company
DALLAS, TX • 19 mi
Contributes / participant
$82
7.Rusty Wallis Honda
DALLAS, TX • 13 mi
Contributes / participant
$44
8.Elm Creek Auto Group Holdings
DALLAS, TX • 19 mi
Contributes / participant
$0
Jupiter Chevrolet
GARLAND, TX • 14 mi
Ranking available
Randall Noe Auto Group
TERRELL, TX • 15 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.

Peer Position

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

National Auto Dealers
Optimization Potential
Bottom 94% of peers
4966 valid peers
Members
TX Dealers
Optimization Potential
Bottom 93% of peers
294 valid peers
Members
Toyota Dealers
Optimization Potential
Bottom 96% of peers
161 valid peers
Members
Similar-Size Dealers
Optimization Potential
Bottom 95% of peers
475 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.

202220232024075150225300
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 SponsorJACKSON AUTOMOTIVE INVESTMENTS, LLC DBA TOYOTA OF ROCKWALL
Plan NameJACKSON AUTOMOTIVE GROUP, LLC 401(K) PLAN
EIN Members205048794
Plan Number001
RecordkeeperNot yet contributed — contribute plan data
Trustee / Custodian—
Custodian Phone—
Recordkeeping Fees—
Latest Filing Year2023
Financial Data Year2023
Participants (active, EOY)271
Plan Assets$3.9M
Employer Contributions$0
Participant Contributions$515,370
Total Contributions$515,370
Plan Type401(k) + Profit Sharing + 401(m)
Source FormDOL Form 5500
Source Filing ID20240820141619NAL0002663249001
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Members only

Toyota Of Rockwall'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 Toyota Of Rockwall

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

S••• J••••
President
i••••@toyotaofrockwall.com
B••• J••••
Vice President
T••• Y••••
General Manager
i••••@toyotaofrockwall.com
C••• C••••
Fixed Operations Director
c••••@toyotarockwall.com
S••• C••••
Internet Sales Director
s••••@toyotaofrockwall.com
J••• J••••
Vice President Operations
or I'm an executive — submit my info

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