Back to filter
Original filing (PDF)20250808160643NAL0002704563001
MCCARTHY FORD INC.
Form 5500-SF
FILING_RECEIVED
MCCARTHY FORD 401(K) SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Active participants
71
Accounts w/ balance
40
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCCARTHY FORD INC..
Plan sponsor
Name
MCCARTHY FORD INC.
EIN
36-4413920
Address
11400 S. PULASKI RD. · CHICAGO, IL · 60655
Phone
(773) 239-7900
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
CRABJOGOPO LLC DBA HONDA OF TOMBALL
HONDA OF TOMBALL 401(K) PLAN
$3.3M · 129 participants
BAM, LLC BROOKINGS AUTO MALL
BROOKINGS AUTO MALL 401(K) PLAN AND TRUST
$3.3M · 56 participants
LUNDE AUTOMOTIVE, INC.
LUNDE AUTOMOTIVE, INC. 401(K) PROFIT SHARING PLAN & TRUST
$3.3M · 81 participants
OBAUGH FORD, INC.
OBAUGH FORD, INC. 401(K) PLAN
$3.3M · 45 participants
G-M COMPANIES, INC.
G-M COMPANIES 401(K) PLAN & TRUST
$3.3M · 157 participants
COLE AUTOMOTIVE GROUP, LLC
COLE AUTOMOTIVE GROUP 401(K) PLAN
$3.3M · 180 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B