401(k) · DOL Form 5500 · 2022
Kum & Go, Lc 401(k) Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 2,631
- Participants Above avg headcount
- 90th
- Percentile by assets National rank
- $25,153
- Avg per participant Low balance/head
Official DOL plan name: Krause Group 401(k) Plan · Sponsored by Kum & Go, Lc · Iowa · Retail Trade
$66M in assets, 2,631 participants
Kum & Go, Lc's Krause Group 401(k) Plan reported $66M in total assets and 2,631 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #9,022 in Retail Trade (9,519 peers)
Coverage in Iowa
Krause Group 401(k) Plan covers 2,631 participants in Iowa, 4.3x the typical Iowa plan (state average ~609 per filing). Assets: $66M.
- #9,022
- in Retail Trade (9,519 peers)
- -16.3%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Krause Group 401(k) Plan's outsized position by total assets
Krause Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$66,177,590 Top 10% higher than 90% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Krause Group 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Krause Group 401(k) Plan lands in the large band (2,631 participants).
Plan-year Form 5500 strip
Filing strip 421465780 · Kum & Go, Lc PY 2022 · 401(k)
Krause Group 401(k) Plan · $66M · 2,631 · 90th
- ASSETS $66M
- ASSETS 2,631
- ASSETS 90th
- ASSETS 401(k)
- ASSETS near Mendo Group Savings and Profit Sharing Plan
- ASSETS ind #9022
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 →
Krause Group 401(k) Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | -$13M |
| Employer EIN | 421465780 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kum & Go, Lc)
Sponsor-wide plan assets over time
All Kum & Go, Lc plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,631 | $66M |
| 2023 | 1 | 4,379 | N/A |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Krause Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Mendo Group Savings and Profit Sharing Plan in CA ($66M); by covered participants it is Bcbsnd and Noridian Healthcare Solutions 401(k) Plan in ND (2,632 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
- Mendo Group Savings and Profit Sharing Plan (CA) $66M · 895
- Urology Healthcare Group, Inc. 401(k)/Profit Sharing Plan (TN) $66M · 360
- Covenant Care 401(k) Plan (CA) $66M · 4,346
- Hbt Financial, Inc. Employees Profit Sharing Trust (IL) $66M · 719
Similar participant headcount
Nearest other-state filings by covered participants (2,631 participants); asset peers above are excluded.
- Bcbsnd and Noridian Healthcare Solutions 401(k) Plan (ND) 2,632 · 1 off
- Cincinnati Bell Retirement Savings Plan (OH) 2,632 · 1 off
- Hawaiian Electric Industries Retirement Savings Plan (HI) 2,630 · 1 off
- Itt Retirement Savings Plan (CT) 2,633 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.