401(k) · DOL Form 5500 · 2022

Kowalski Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
595
Participants Below avg headcount
66th
Percentile by assets National rank
$18,234
Avg per participant Low balance/head
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Official DOL plan name: Kowalski Companies, Inc. 401(k) Plan for Union Employees · Sponsored by Kowalski Companies, Inc. · Minnesota · Retail Trade

$11M in assets, 595 participants

Kowalski Companies, Inc.'s Kowalski Companies, Inc. 401(k) Plan for Union Employees reported $11M in total assets and 595 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #7,339 in Retail Trade (9,519 peers)

Kowalski Companies, Inc. multi-year trail

Kowalski Companies, Inc.'s plans moved +38.8% in assets from 2022 to 2024; this filing shows Kowalski Companies, Inc. 401(k) Plan for Union Employees at $11M / 595 participants.

#7,339
in Retail Trade (9,519 peers)
-6.2%
assets change YoY

The plan reported a net loss of $697K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kowalski Companies, Inc. 401(k) Plan for Union Employees's mid-pack asset rank among Retail Trade and all filers

Kowalski Companies, Inc. 401(k) Plan for Union Employees vs every filed plan by assets

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

$10,849,407 Top 34% higher than 66% 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

Kowalski Companies, Inc. 401(k) Plan for Union Employees 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. Kowalski Companies, Inc. 401(k) Plan for Union Employees sits mid-pack in the medium band (595 participants).

DOL schedule card

Filing strip 411500646 · Kowalski Companies, Inc. PY 2022 · 401(k)

Kowalski Companies, Inc. 401(k) Plan for Union Employees · $11M · 595 · 66th

  • NET $11M
  • BOOK 595
  • VS-ST 66th
  • BOY 401(k)
  • SCH near Eastman Footwear Group, Inc. 401(k) Plan
  • EBSA ind #7339

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 Minnesota →

Kowalski Companies, Inc. 401(k) Plan for Union Employees in the asset neighbourhood

Kowalski Companies, Inc. 401(k) Plan for Union EmployeesKowalski Companies, Inc. 401…$11MEastman Footwear Group, Inc. 401(k) PlanEastman Footwear Group, Inc.…$11MCumberland Heights Foundation, Inc. 401(k) Retirement PlanCumberland Heights Foundatio…$11MDorel U.S.a. Associates 401(k) Retirement PlanDorel U.S.a. Associates 401(…$11MClub Med Sales and Management Employee Retirement PlanClub Med Sales and Managemen…$11M
End-of-year total assets ($M) among Kowalski Companies, Inc. 401(k) Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kowalski Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kowalski Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 38.80359321009682% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.7M $35.7M ▲ +38.8%
Year Plans Participants Total Assets
2022 2 892 $26M
2023 2 903 $31M
2024 2 867 $36M

Kowalski Companies, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$697K
Employer EIN411500646
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Kowalski Companies, Inc. 401(k) Plan for Union Employees vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Kowalski Companies, Inc. 401(k) Plan for Union Employees, Total assets ($B): 0.010849407 · Participants: 595Kowalski Companies, Inc. 401(k) Plan for Union EmployeesUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Kowalski Companies, Inc. 401(k) Plan for Union Employees vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Kowalski Companies, Inc. 401(k) Plan for Union Employees side-by-side with 3 peers →

Kowalski Companies, Inc. 401(k) Plan for Union Employees's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Eastman Footwear Group, Inc. 401(k) Plan in NY ($11M); by covered participants it is Vanguard Furniture Co., Inc. Employees' Retirement Savings Plan in NC (595 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (595 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 Kowalski Companies, Inc. 401(k) Plan for Union Employees assets move in 2022? ▼
Kowalski Companies, Inc. 401(k) Plan for Union Employees pulled back noticeably - down 6.2% during 2022, from $12M to $11M. Reported net income was -$697K.
How have Kowalski Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kowalski Companies, Inc.'s sponsor-wide assets grew 38.8%, from $26M to $36M.
Which 401(k) plans are similar in size to Kowalski Companies, Inc. 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Eastman Footwear Group, Inc. 401(k) Plan in NY ($11M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Kowalski Companies, Inc. 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Vanguard Furniture Co., Inc. Employees' Retirement Savings Plan in NC (595 participants, $15M 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 411500646.

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.