401(k) · DOL Form 5500 · 2022

Karl Chevrolet, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
580
Participants Below avg headcount
77th
Percentile by assets National rank
$34,772
Avg per participant Low balance/head
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Official DOL plan name: Karl Chevrolet, Inc. 401(k) Plan · Sponsored by Karl Chevrolet, Inc. · Iowa · Retail Trade

$20M in assets, 580 participants

Karl Chevrolet, Inc.'s Karl Chevrolet, Inc. 401(k) Plan reported $20M in total assets and 580 participants in its 2022 DOL Form 5500 filing, ranking in the 77th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,237 in Retail Trade (9,519 peers)

Where Karl Chevrolet, Inc. 401(k) Plan sits by assets

Karl Chevrolet, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 580 participants (~$34,772/participant), down 11.2% in 2022.

#8,237
in Retail Trade (9,519 peers)
-11.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Karl Chevrolet, Inc. 401(k) Plan's outsized position by total assets

Karl Chevrolet, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$20,168,014 Top 23% higher than 77% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Karl Chevrolet, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Karl Chevrolet, Inc. 401(k) Plan sits mid-pack in the medium band (580 participants).

Plan-year Form 5500 strip

Filing strip 421092272 · Karl Chevrolet, Inc. PY 2022 · 401(k)

Karl Chevrolet, Inc. 401(k) Plan · $20M · 580 · 77th

  • RANK $20M
  • RANK 580
  • RANK 77th
  • RANK 401(k)
  • RANK near Refac Optical Group 401(k) Plan
  • RANK ind #8237

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Iowa →

Karl Chevrolet, Inc. 401(k) Plan in the asset neighbourhood

Karl Chevrolet, Inc. 401(k) PlanKarl Chevrolet, Inc. 401(k) …$20MRefac Optical Group 401(k) PlanRefac Optical Group 401(k) P…$20MAvepoint, Inc. 401(k) Savings PlanAvepoint, Inc. 401(k) Saving…$20MCenturion Pipeline Company, LLC 401(k) PlanCenturion Pipeline Company, …$20MKalas Manufacturing, Inc. Profit Sharing and 401(k) PlanKalas Manufacturing, Inc. Pr…$20M
End-of-year total assets ($M) among Karl Chevrolet, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN421092272
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Karl Chevrolet, Inc.)

Sponsor-wide plan assets over time

All Karl Chevrolet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 54.84172611145549% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.2M $31.2M ▲ +54.8%
Year Plans Participants Total Assets
2022 1 580 $20M
2023 1 692 $26M
2024 1 752 $31M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Karl Chevrolet, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Karl Chevrolet, Inc. 401(k) Plan, Total assets ($B): 0.020168014 · Participants: 580Karl Chevrolet, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Karl Chevrolet, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Karl Chevrolet, Inc. 401(k) Plan side-by-side with 3 peers →

Karl Chevrolet, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Refac Optical Group 401(k) Plan in NJ ($20M); by covered participants it is The Motley Fool Holdings, Inc. 401(k) Plan in VA (580 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (580 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Karl Chevrolet, Inc. 401(k) Plan assets move in 2022? ▼
Karl Chevrolet, Inc. 401(k) Plan pulled back noticeably - down 11.2% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Karl Chevrolet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Karl Chevrolet, Inc.'s sponsor-wide assets grew 54.8%, from $20M to $31M.
Where does Karl Chevrolet, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Karl Chevrolet, Inc. 401(k) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Karl Chevrolet, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Refac Optical Group 401(k) Plan in NJ ($20M, 780 participants).
Which 401(k) plans cover a similar participant headcount to Karl Chevrolet, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Motley Fool Holdings, Inc. 401(k) Plan in VA (580 participants, $110M in assets).

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 421092272.

Read our methodology - how this data is sourced, computed, and verified.

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