Profit Sharing · DOL Form 5500 · 2022

Kottke Trucking 401(k) Plan

Data updated 2026-07-23

$3M
Total assets
159
Participants
39th
Percentile by assets
$17,834
Avg per participant

Sponsored by Kottke Trucking, Inc. · Minnesota · Transportation & Warehousing

What the 2022 filing shows

Kottke Trucking 401(k) Plan holds $3M for 159 participants - about $17,834 per participant, in the lower half of filed plans by assets, down 4.8% over the 2022 plan year.

$3M
total plan assets (2022 EOY)
159
covered participants
39th
percentile by assets (of 139,258 plans)
$17,834
avg assets per participant

The plan reported a net loss of $143K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry
Transportation & Warehousing

Profit Sharing · DOL Form 5500 · 2022

What the Filing Says About Kottke Trucking 401(k) Plan

Kottke Trucking 401(k) Plan is a Profit Sharing retirement plan sponsored by Kottke Trucking, Inc., headquartered in Minnesota. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 159 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 411358720, and the plan has been effective since 2017-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets edged down modestly from $3M at the beginning of 2022 to $3M at year-end - down 4.8%. Net assets (after liabilities) closed the year at $3M, with reported net income of -$143K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Kottke Trucking 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2022)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income-$143K
Plan TypeProfit Sharing
Employer EIN411358720
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Minnesota

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Kottke Trucking 401(k) Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants

Kottke Trucking 401(k) Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -10123 Total assets ($B) Participants Kottke Trucking 401(…Ameriprise Financial…Park Nicollet Health…Centracare Health Sy…Childrens Hospitals …Carpenters & Joiners…
Kottke Trucking 401(k) Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants

Frequently Asked Questions

How much money is in the Kottke Trucking 401(k) Plan?
As of the 2022 Form 5500 filing, Kottke Trucking 401(k) Plan holds $3M in total assets with 159 participants. It is sponsored by Kottke Trucking, Inc..
What type of plan is Kottke Trucking 401(k) Plan?
Kottke Trucking 401(k) Plan is a Profit Sharing plan. It has been effective since 2017-01-01. The plan is filed with the U.S. Department of Labor under EIN 411358720.
Who sponsors the Kottke Trucking 401(k) Plan?
Kottke Trucking 401(k) Plan is sponsored by Kottke Trucking, Inc., located in Minnesota. The sponsor's EIN is 411358720 and the plan operates in the Transportation & Warehousing industry.
How did Kottke Trucking 401(k) Plan perform in 2022?
Kottke Trucking 401(k) Plan edged down modestly - down 4.8% during 2022, moving from $3M to $3M in total assets. Net income was -$143K.

What this filing means

Ways to act on Kottke Trucking 401(k) Plan's numbers.

  • By total assets, Kottke Trucking 401(k) Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Minnesota. Compare plans
  • A Profit Sharing plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411358720.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-23.