401(k) · DOL Form 5500 · 2022

Karl's, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
377
Participants Below avg headcount
50th
Percentile by assets National rank
$13,219
Avg per participant Low balance/head
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Official DOL plan name: Karl's, Inc. 401(k) Plan · Sponsored by Karl's, Inc. · South Dakota · Retail Trade

$5M in assets, 377 participants

Karl's, Inc.'s Karl's, Inc. 401(k) Plan reported $5M in total assets and 377 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,719 in Retail Trade (9,519 peers)

Karl's, Inc. multi-year trail

Karl's, Inc.'s plans moved +50.1% in assets from 2022 to 2024; this filing shows Karl's, Inc. 401(k) Plan at $5M / 377 participants.

#5,719
in Retail Trade (9,519 peers)
-17.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Karl's, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

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

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

$4,983,751 Top 50% higher than 50% 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's, 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's, Inc. 401(k) Plan sits mid-pack in the medium band (377 participants).

Form 5500 schedule snapshot

Filing strip 460307274 · Karl's, Inc. PY 2022 · 401(k)

Karl's, Inc. 401(k) Plan · $5M · 377 · 50th

  • VS-ST $5M
  • VS-ST 377
  • VS-ST 50th
  • VS-ST 401(k)
  • VS-ST near Citizens Rx 401(k) Retirement Plan
  • VS-ST ind #5719

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 South Dakota →

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

Karl's, Inc. 401(k) Plan$5MCitizens Rx 401(k) Retirement PlanCitizens Rx 401(k) Retiremen…$5MWilliston Orthodontics, P.C. Profit-Sharing TrustWilliston Orthodontics, P.C.…$5MNational Loan Investors, L.P. 401(k) Profit Sharing Plan and TrustNational Loan Investors, L.P…$5MValley Cash & Carry 401(k) P/S PlanValley Cash & Carry 401(k) P…$5M
End-of-year total assets ($M) among Karl's, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Karl's, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Karl's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 50.124935698495236% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.2M $30.4M ▲ +50.1%
Year Plans Participants Total Assets
2022 2 637 $20M
2023 2 597 $25M
2024 2 670 $30M

Karl's, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN460307274
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

Karl's, Inc. 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Karl's, Inc. 401(k) Plan, Total assets ($M): 4.983751 · Participants: 377Karl's, Inc. 401(k) PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 615.260397 · Participants: 2873Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 212.264423 · Participants: 13988Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 189.289255 · Participants: 2033Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 183.910332 · Participants: 1883Premier 401(k) PlanPoet Biorefining 401(k) Plan, Total assets ($M): 171.826935 · Participants: 2022Poet Biorefining 401(k) Plan
Karl's, Inc. 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Karl's, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside South Dakota, the nearest 401(k) by assets is Citizens Rx 401(k) Retirement Plan in IL ($5M); by covered participants it is Jim Lupient Companies Employee Savings Plan in MN (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (377 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's, Inc. 401(k) Plan assets move in 2022? ▼
Karl's, Inc. 401(k) Plan declined sharply - down 17.8% during 2022, from $6M to $5M. Reported net income was -$2M.
How have Karl's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Karl's, Inc.'s sponsor-wide assets grew 50.1%, from $20M to $30M.
Which 401(k) plans are similar in size to Karl's, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citizens Rx 401(k) Retirement Plan in IL ($5M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Karl's, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jim Lupient Companies Employee Savings Plan in MN (377 participants, $16M 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 460307274.

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.