Lithia Motors 401(k) plan

Lithia Motors, Inc., Medford, OR. EIN 93-0572810. Annual reports 2009–2024. Also filed as Lithia Motors Inc.

Lithia Motors, Inc. has one active retirement plan on file, the Lithia Motors, Inc. 401(k) Plan, with 30,021 participants and $1.0 billion in assets in 2024. Merrill has been its recordkeeper since 2015. No traditional pension plan appears in Lithia Motors's filings since 2009.

Active plans: 1
Participants: 30,021
Plan assets: $1.0 billion
401(k) recordkeeper: Merrill
Plans on file: 1
Industry: Retail

The plan

Lithia Motors, Inc. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 93-0572810
Participants (2024): 30,021
Net assets (2024): $1.0 billion
Recordkeeper: MerrillEarlier: ADP (2009–2014)
Plan administrator: Lithia Motors, Inc.
150 N Bartlett ST
Medford, OR 97501
(800) 995-4125As filed for 2024
In effect since: January 1, 1980

Plans merged into this one: 401K Savings Plan of the DCH Group of Companies (2014).

Earlier plan names: Lithia Motors, Inc. Salary Reduction Profit Sharing Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	30,021	$1.0 billion	Merrill
2023	30,318	$862 million	Merrill
2022	29,235	$627 million	Merrill
2021	26,227	$712 million	Merrill
2020	18,823	$563 million	Merrill
2019	18,468	$442 million	Merrill
2018	17,450	$339 million	Merrill
2017	17,597	$354 million	Merrill
2016	13,334	$258 million	Merrill
2015	11,737	$233 million	Merrill
2014	7,543	$224 million	ADP
2013	6,589	$125 million	ADP
2012	5,961	$96.9 million	ADP
2011	5,422	$78.8 million	ADP
2010	4,882	$70.3 million	ADP
2009	4,884	$58.3 million	ADP

If you had money in one of these plans

Call Merrill (benefits.ml.com), which runs the Lithia Motors, Inc. 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((800) 995-4125). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Lithia Motors, Inc. 401(k) Plan

If you had money in one of these plans

What these numbers are

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