401(k) · DOL Form 5500 · 2023

Kunes Country Ford-Lincoln, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
1,715
Participants Near avg headcount
80th
Percentile by assets National rank
$17,922
Avg per participant Low balance/head
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Official DOL plan name: Kunes Retirement Plan · Sponsored by Kunes Country Ford-Lincoln, Inc. · Wisconsin · Retail Trade

$31M in assets, 1,715 participants

Kunes Country Ford-Lincoln, Inc.'s Kunes Retirement Plan reported $31M in total assets and 1,715 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,403 in Retail Trade (8,414 peers)

Coverage in Wisconsin

Kunes Retirement Plan covers 1,715 participants in Wisconsin, 3.0x the typical Wisconsin plan (state average ~563 per filing). Assets: $31M.

#7,403
in Retail Trade (8,414 peers)
+31.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kunes Retirement Plan's outsized position by total assets

Kunes Retirement Plan vs every filed plan by assets

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

$30,736,220 Top 20% higher than 80% 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

Kunes Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kunes Retirement Plan lands in the large band (1,715 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kunes Retirement Plan reported net income rose from -$75K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Kunes Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Kunes Retirement Plan reported participants rose from 1,420 in the plan year 2022 filing to 1,715 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364115913 · Kunes Country Ford-Lincoln, Inc. PY 2023 · 401(k)

Kunes Retirement Plan · $31M · 1,715 · 80th

  • SCH $31M
  • EBSA 1,715
  • PART 80th
  • TYPE 401(k)
  • NET near Ssfm International, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #7403

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 Wisconsin →

Kunes Retirement Plan in the asset neighbourhood

Kunes Retirement Plan$31MSsfm International, Inc. 401(k) Profit Sharing PlanSsfm International, Inc. 401…$31MSymetri 401(k) Plan$31MNetzsch 401(k) Profit Sharing and Savings PlanNetzsch 401(k) Profit Sharin…$31MHayden Homes 401(k) Profit Sharing PlanHayden Homes 401(k) Profit S…$31M
End-of-year total assets ($M) among Kunes Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$31M
Net Income$7M
Employer EIN364115913
Plan Effective Date1994-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kunes Country Ford-Lincoln, Inc.)

Sponsor-wide plan assets over time

All Kunes Country Ford-Lincoln, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 66.12579581620703% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $23.3M $38.8M ▲ +66.1%
Year Plans Participants Total Assets
2022 1 1,420 $23M
2023 1 1,715 $31M
2024 1 1,970 $39M

Nearby 401(k) Plans in Wisconsin

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

Kunes Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Kunes Retirement Plan, Total assets ($B): 0.03073622 · Participants: 1715Kunes Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Kunes Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Kunes Retirement Plan side-by-side with 3 peers →

Kunes Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Ssfm International, Inc. 401(k) Profit Sharing Plan in HI ($31M); by covered participants it is Invitae 401(k) Plan in CA (1,715 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,715 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 Kunes Retirement Plan assets move in 2023? ▼
Kunes Retirement Plan surged - up 31.7% during 2023, from $23M to $31M. Reported net income was $7M.
How have Kunes Country Ford-Lincoln, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kunes Country Ford-Lincoln, Inc.'s sponsor-wide assets grew 66.1%, from $23M to $39M.
Where does Kunes Retirement Plan rank by assets among Form 5500 filers? ▼
Kunes Retirement Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kunes Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ssfm International, Inc. 401(k) Profit Sharing Plan in HI ($31M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Kunes Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Invitae 401(k) Plan in CA (1,715 participants, $122M 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 364115913.

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.