401(k) · DOL Form 5500 · 2023

R.L. Kunz, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 21
Participants Small participant base: 30th
Percentile by assets National rank: $90,948
Avg per participant Below avg balance/head

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Official DOL plan name: R.L. Kunz, Inc. 401(k) Plan · Sponsored by R.L. Kunz, Inc. · South Carolina · Wholesale Trade

$2M in assets, 21 participants

R.L. Kunz, Inc.'s R.L. Kunz, Inc. 401(k) Plan reported $2M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

#1,211 in Wholesale Trade (6,309 peers)

R.L. Kunz, Inc. multi-year trail

R.L. Kunz, Inc.'s plans moved +22.0% in assets from 2022 to 2024; this filing shows R.L. Kunz, Inc. 401(k) Plan at $2M / 21 participants.

#1,211
in Wholesale Trade (6,309 peers): +5.2%
assets growth YoY

R.L. Kunz, Inc. 401(k) Plan among the smaller filed plans by assets

R.L. Kunz, Inc. 401(k) Plan vs every filed plan by assets

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

$1,909,914 30th percentile higher than 30% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

R.L. Kunz, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R.L. Kunz, Inc. 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

R.L. Kunz, Inc. 401(k) Plan reported net income rose from -$276K in the plan year 2022 filing to $95K in the plan year 2023 filing.
R.L. Kunz, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 570446159 · R.L. Kunz, Inc. PY 2023 · 401(k)

R.L. Kunz, Inc. 401(k) Plan · $2M · 21 · 30th

TYPE $2M
TYPE 21
TYPE 30th
TYPE 401(k)
TYPE near Jack's Fresh Market Savings & Retirement Plan
TYPE ind #1211

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 Wholesale Trade retirement plans → · Plans in South Carolina →

End-of-year total assets ($M) among R.L. Kunz, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

R.L. Kunz, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $2M 22.037279990037806% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	21	$2M
2023	1	21	$2M
2024	1	22	$2M

R.L. Kunz, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$95K
Employer EIN	570446159
Plan Effective Date	1966-09-20
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

R.L. Kunz, Inc. 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

Michelin 401(k) Savings Plan $4.1B · 14,439
The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
Sonoco Retirement & Savings Plan $1.6B · 11,311
Sonoco Retirement & Savings Plan $1.3B · 10,614
Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348

Compare R.L. Kunz, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest 401(k) by assets is Jack's Fresh Market Savings & Retirement Plan in MI ($2M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Jack's Fresh Market Savings & Retirement Plan (MI) $2M · 176
Delmar Corporate Cleaning Services, Inc. 401(k) Plan (MD) $2M · 13
Bodkin Design & Engineering, LLC 401(k) Plan (MA) $2M · 6
Hillsdale Home Salt Lake City 401(k) Profit Sharing Plan & Trust (UT) $2M · 73

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan (GA) 21 · 0 off
Aravive 401(k) Plan (TX) 21 · 0 off
Bmc Brewing Company 401(k) Plan (NC) 21 · 0 off
Community State Bankshares, Inc. Employee Stock Ownership Plan (CO) 21 · 0 off

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 R.L. Kunz, Inc. 401(k) Plan assets move in 2023? ▼

R.L. Kunz, Inc. 401(k) Plan grew at a solid clip - up 5.2% during 2023, from $2M to $2M. Reported net income was $95K.

How have R.L. Kunz, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), R.L. Kunz, Inc.'s sponsor-wide assets grew 22.0%, from $2M to $2M.

Which 401(k) plans are similar in size to R.L. Kunz, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jack's Fresh Market Savings & Retirement Plan in MI ($2M, 176 participants).

Which 401(k) plans cover a similar participant headcount to R.L. Kunz, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 570446159.