401(k) · DOL Form 5500 · 2022

Kaerek Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$668K
Total assets Small plan by assets
23
Participants Small participant base
21st
Percentile by assets National rank
$29,043
Avg per participant Low balance/head
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Official DOL plan name: Kaerek Homes, Inc. 401(k) Plan · Sponsored by Kaerek Homes, Inc. · Wisconsin · Construction

$668K in assets, 23 participants

Kaerek Homes, Inc.'s Kaerek Homes, Inc. 401(k) Plan reported $668K in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,835 in Construction (9,927 peers)

Kaerek Homes, Inc. multi-year trail

Kaerek Homes, Inc.'s plans moved +60.5% in assets from 2022 to 2024; this filing shows Kaerek Homes, Inc. 401(k) Plan at $668K / 23 participants.

#1,835
in Construction (9,927 peers)
+15.7%
assets growth YoY

Kaerek Homes, Inc. 401(k) Plan among the smaller filed plans by assets

Kaerek Homes, Inc. 401(k) Plan vs every filed plan by assets

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

$667,999 21st percentile higher than 21% 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

Kaerek Homes, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaerek Homes, Inc. 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 043612403 · Kaerek Homes, Inc. PY 2022 · 401(k)

Kaerek Homes, Inc. 401(k) Plan · $668K · 23 · 21st

  • SCH $668K
  • EBSA 23
  • PART 21st
  • TYPE 401(k)
  • NET near Bendare Dundat, Inc. 401(k) Plan and Trust
  • BOOK ind #1835

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 Construction retirement plans → · Plans in Wisconsin →

Kaerek Homes, Inc. 401(k) Plan in the asset neighbourhood

Kaerek Homes, Inc. 401(k) PlanKaerek Homes, Inc. 401(k) Pl…$668KBendare Dundat, Inc. 401(k) Plan and TrustBendare Dundat, Inc. 401(k) …$668KThe Outfit Inc. 401(k) Plan$668KTrue Up Companies 401(k) Plan$668KDistrict Taco 401(k) Plan & TrustDistrict Taco 401(k) Plan & …$668K
End-of-year total assets ($M) among Kaerek Homes, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kaerek Homes, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kaerek Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 60.45024019497035% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.67M $1.07M ▲ +59.7%
Year Plans Participants Total Assets
2022 1 23 $668K
2023 1 35 $1M
2024 1 35 $1M

Kaerek Homes, Inc. filing trail (2022)

Total Assets (Beginning of Year)$578K
Net Assets (End of Year)$668K
Net Income$90K
Employer EIN043612403
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Kaerek Homes, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Kaerek Homes, Inc. 401(k) Plan, Total assets ($B): 0.000667999 · Participants: 23Kaerek Homes, Inc. 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Kaerek Homes, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Kaerek Homes, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Bendare Dundat, Inc. 401(k) Plan and Trust in WA ($668K); by covered participants it is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($668K here).

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Kaerek Homes, Inc. 401(k) Plan assets move in 2022? ▼
Kaerek Homes, Inc. 401(k) Plan grew sharply - up 15.7% during 2022, from $578K to $668K. Reported net income was $90K.
How have Kaerek Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaerek Homes, Inc.'s sponsor-wide assets grew 60.5%, from $668K to $1M.
Where does Kaerek Homes, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Kaerek Homes, Inc. 401(k) Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Kaerek Homes, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bendare Dundat, Inc. 401(k) Plan and Trust in WA ($668K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Kaerek Homes, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants, N/A 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 043612403.

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.