401(k) · DOL Form 5500 · 2023

Kowalski Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
291
Participants Below avg headcount
71st
Percentile by assets National rank
$61,953
Avg per participant Low balance/head
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Official DOL plan name: Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust · Sponsored by Kowalski Companies, Inc. · Minnesota · Retail Trade

$18M in assets, 291 participants

Kowalski Companies, Inc.'s Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust reported $18M in total assets and 291 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,827 in Retail Trade (8,414 peers)

Coverage in Minnesota

Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust covers 291 participants in Minnesota, about 26% of the average Minnesota filer (state average ~1,126 per filing). Assets: $18M.

#6,827
in Retail Trade (8,414 peers)
+21.1%
assets growth YoY

Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust's outsized position by total assets

Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,028,197 Top 29% higher than 71% of 127,068 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 2023

Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust reported participants fell from 297 in the plan year 2022 filing to 291 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411500646 · Kowalski Companies, Inc. PY 2023 · 401(k)

Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust · $18M · 291 · 71st

  • NET $18M
  • BOOK 291
  • VS-ST 71st
  • BOY 401(k)
  • SCH near Leisure Sports, Inc. 401(k) Plan
  • EBSA ind #6827

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. Salary Reduction Profit Sharing Plan and Trust in the asset neighbourhood

Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and TrustKowalski Companies, Inc. Sal…$18MLeisure Sports, Inc. 401(k) PlanLeisure Sports, Inc. 401(k) …$18MData Business Equipment, Inc. Retirement PlanData Business Equipment, Inc…$18MMedical Society of Delaware 401(k) Profit Sharing PlanMedical Society of Delaware …$18M403(b) Thrift Plan for Employees of Dakota Boys and Girls Ranch403(b) Thrift Plan for Emplo…$18M
End-of-year total assets ($M) among Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN411500646
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kowalski Companies, Inc.)

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

Nearby 401(k) Plans in Minnesota

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

Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust, Total assets ($B): 0.018028197 · Participants: 291Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust side-by-side with 3 peers →

Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Leisure Sports, Inc. 401(k) Plan in CA ($18M); by covered participants it is Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings and Profit in CA (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust assets move in 2023? ▼
Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust grew sharply - up 21.1% during 2023, from $15M to $18M. Reported net income was $3M.
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. Salary Reduction Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Leisure Sports, Inc. 401(k) Plan in CA ($18M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings and Profit in CA (291 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.