401(k) · DOL Form 5500 · 2023
Kwik Trip, Inc. 401(k) Plan
Data updated 2026-08-25
- $926M
- Total assets Above avg plan size
- 25,121
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $36,855
- Avg per participant Low balance/head
Official DOL plan name: Kwik Trip Profit Sharing 401(k) Plan · Sponsored by Kwik Trip, Inc. · Wisconsin · Retail Trade
$926M in assets, 25,121 participants
Kwik Trip, Inc.'s Kwik Trip Profit Sharing 401(k) Plan reported $926M in total assets and 25,121 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,334 in Retail Trade (8,414 peers)
Coverage in Wisconsin
Kwik Trip Profit Sharing 401(k) Plan covers 25,121 participants in Wisconsin, 45x the typical Wisconsin plan (state average ~563 per filing). Assets: $926M.
- #8,334
- in Retail Trade (8,414 peers)
- +34.7%
- assets growth YoY
- 9.3×
- vs typical plan assets (national mean)
Kwik Trip Profit Sharing 401(k) Plan's outsized position by total assets
Kwik Trip Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$925,842,273 Top 2% higher than 98% 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
Kwik Trip Profit Sharing 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kwik Trip Profit Sharing 401(k) Plan is a mega filing (25,121 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kwik Trip Profit Sharing 401(k) Plan reported net income rose from $160M in the plan year 2022 filing to $238M in the plan year 2023 filing.
- Kwik Trip Profit Sharing 401(k) Plan end-of-year assets rose from $687M in the plan year 2022 filing to $926M in the plan year 2023 filing.
- Kwik Trip Profit Sharing 401(k) Plan reported participants rose from 23,221 in the plan year 2022 filing to 25,121 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 391036365 · Kwik Trip, Inc. PY 2023 · 401(k)
Kwik Trip Profit Sharing 401(k) Plan · $926M · 25,121 · 98th
- BOY $926M
- BOY 25,121
- BOY 98th
- BOY 401(k)
- BOY near First National of Nebraska, Inc. First Savings Plan
- BOY ind #8334
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 →
Kwik Trip Profit Sharing 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $687M |
|---|---|
| Net Assets (End of Year) | $926M |
| Net Income | $238M |
| Employer EIN | 391036365 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kwik Trip, Inc.)
Sponsor-wide plan assets over time
All Kwik Trip, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 62.05025653483359% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23,221 | $687M |
| 2023 | 1 | 25,121 | $926M |
| 2024 | 1 | 26,983 | $1.1B |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Scale composition for Kwik Trip Profit Sharing 401(k) Plan
Kwik Trip Profit Sharing 401(k) Plan reports $926M in end-of-year assets across 25,121 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.027% of 93,925,755 covered participants) - about $36,855 per participant (27% of the national average assets-per-participant) . Net income for plan year 2023 was $238M.
This plan identity (EIN 391036365, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $687M to $1.1B (+62.1%) while covered participants moved from 23,221 to 26,983 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 23,221 | $687M | Open filing |
| 2023 | 25,121 | $926M | This page |
| 2024 · index core | 26,983 | $1.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Kwik Trip Profit Sharing 401(k) Plan (401(k), $1.1B, 26,983 participants)
Kwik Trip Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is First National of Nebraska, Inc. First Savings Plan in NE ($926M); by covered participants it is The Bank of New York Mellon Corporation 401(k) Savings Plan in PA (25,184 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($926M here).
- First National of Nebraska, Inc. First Savings Plan (NE) $926M · 5,038
- United Launch Alliance 401(k) Savings and Retirement Plan (CO) $925M · 2,453
- Guidehouse Inc. Retirement Plan (VA) $925M · 6,675
- Citgo Petroleum Corporation Employees' Retirement and Savings Plan (TX) $925M · 2,221
Similar participant headcount
Nearest other-state filings by covered participants (25,121 participants); asset peers above are excluded.
- The Bank of New York Mellon Corporation 401(k) Savings Plan (PA) 25,184 · 63 off
- Unifi Aviation 401(k) Retirement Plan (GA) 25,217 · 96 off
- Aon Pooled Employer Plan (IL) 25,018 · 103 off
- The Goldman Sachs 401(k) Plan (NY) 24,866 · 255 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.