401(k) · DOL Form 5500 · 2024

Kadlec Motors, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
165
Participants Small participant base
44th
Percentile by assets National rank
$34,707
Avg per participant Low balance/head
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Official DOL plan name: Tom Kadlec & Affiliates 401(k) Profit Sharing Plan · Sponsored by Kadlec Motors, Inc. · Minnesota · Retail Trade

$6M in assets, 165 participants

Kadlec Motors, Inc.'s Tom Kadlec & Affiliates 401(k) Profit Sharing Plan reported $6M in total assets and 165 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #4,443 in Retail Trade (8,048 peers)

Coverage in Minnesota

Tom Kadlec & Affiliates 401(k) Profit Sharing Plan covers 165 participants in Minnesota, about 15% of the average Minnesota filer (state average ~1,126 per filing). Assets: $6M.

#4,443
in Retail Trade (8,048 peers)
+32.8%
assets growth YoY

Tom Kadlec & Affiliates 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Tom Kadlec & Affiliates 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,726,621 44th percentile higher than 44% of 123,620 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 2024

Tom Kadlec & Affiliates 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tom Kadlec & Affiliates 401(k) Profit Sharing Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tom Kadlec & Affiliates 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Tom Kadlec & Affiliates 401(k) Profit Sharing Plan reported participants rose from 134 in the plan year 2023 filing to 165 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411347459 · Kadlec Motors, Inc. PY 2024 · 401(k)

Tom Kadlec & Affiliates 401(k) Profit Sharing Plan · $6M · 165 · 44th

  • BOOK $6M
  • BOOK 165
  • BOOK 44th
  • BOOK 401(k)
  • BOOK near Puck Custom Enterprises, Inc. 401(k) Plan
  • BOOK ind #4443

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 →

Tom Kadlec & Affiliates 401(k) Profit Sharing Plan in the asset neighbourhood

Tom Kadlec & Affiliates 401(k) Profit Sharing PlanTom Kadlec & Affiliates 401(…$6MPuck Custom Enterprises, Inc. 401(k) PlanPuck Custom Enterprises, Inc…$6MM9 Solutions Retirement Plan$6MClear Title Agency of Arizona 401(k) PlanClear Title Agency of Arizon…$6MReel Men Rentals, Inc. Pension Transfer Trust PlanReel Men Rentals, Inc. Pensi…$6M
End-of-year total assets ($M) among Tom Kadlec & Affiliates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN411347459
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kadlec Motors, Inc.)

Sponsor-wide plan assets over time

All Kadlec Motors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 96.07861331368423% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $2.92M $5.73M ▲ +96.2%
Year Plans Participants Total Assets
2022 1 125 $3M
2023 1 134 $4M
2024 1 165 $6M

Nearby 401(k) Plans in Minnesota

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

Tom Kadlec & Affiliates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Tom Kadlec & Affiliates 401(k) Profit Sharing Plan, Total assets ($B): 0.005726621 · Participants: 165Tom Kadlec & Affiliates 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Tom Kadlec & Affiliates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Tom Kadlec & Affiliates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tom Kadlec & Affiliates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Puck Custom Enterprises, Inc. 401(k) Plan in IA ($6M); by covered participants it is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tom Kadlec & Affiliates 401(k) Profit Sharing Plan assets move in 2024? ▼
Tom Kadlec & Affiliates 401(k) Profit Sharing Plan surged - up 32.8% during 2024, from $4M to $6M. Reported net income was $1M.
How have Kadlec Motors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kadlec Motors, Inc.'s sponsor-wide assets grew 96.1%, from $3M to $6M.
Which 401(k) plans are similar in size to Tom Kadlec & Affiliates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Puck Custom Enterprises, Inc. 401(k) Plan in IA ($6M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Tom Kadlec & Affiliates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411347459.

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.