401(k) · DOL Form 5500 · 2024

Karl Chevrolet, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
752
Participants Near avg headcount
78th
Percentile by assets National rank
$41,527
Avg per participant Low balance/head
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Official DOL plan name: Karl Chevrolet, Inc. 401(k) Plan · Sponsored by Karl Chevrolet, Inc. · Iowa · Retail Trade

$31M in assets, 752 participants

Karl Chevrolet, Inc.'s Karl Chevrolet, Inc. 401(k) Plan reported $31M in total assets and 752 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,975 in Retail Trade (8,048 peers)

Where Karl Chevrolet, Inc. 401(k) Plan sits by assets

Karl Chevrolet, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 752 participants (~$41,527/participant), up 22.0% in 2024.

#6,975
in Retail Trade (8,048 peers)
+22.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Karl Chevrolet, Inc. 401(k) Plan's outsized position by total assets

Karl Chevrolet, Inc. 401(k) Plan vs every filed plan by assets

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

$31,228,501 Top 22% higher than 78% 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

Karl Chevrolet, Inc. 401(k) 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. Karl Chevrolet, Inc. 401(k) Plan sits mid-pack in the medium band (752 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Karl Chevrolet, Inc. 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Karl Chevrolet, Inc. 401(k) Plan reported participants rose from 692 in the plan year 2023 filing to 752 in the plan year 2024 filing.
  • Karl Chevrolet, Inc. 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 421092272 · Karl Chevrolet, Inc. PY 2024 · 401(k)

Karl Chevrolet, Inc. 401(k) Plan · $31M · 752 · 78th

  • BOOK $31M
  • VS-ST 752
  • BOY 78th
  • SCH 401(k)
  • EBSA near United Radio, Inc. 401(k) Plan
  • PART ind #6975

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 Iowa →

Karl Chevrolet, Inc. 401(k) Plan in the asset neighbourhood

Karl Chevrolet, Inc. 401(k) PlanKarl Chevrolet, Inc. 401(k) …$31MUnited Radio, Inc. 401(k) PlanUnited Radio, Inc. 401(k) Pl…$31MMeissner Filtration Products, Inc.401(k) Profit Sharing PlanMeissner Filtration Products…$31MCallisons, Inc. Employee Incentive Savings PlanCallisons, Inc. Employee Inc…$31MParr Instrument Company 401(k) PlanParr Instrument Company 401(…$31M
End-of-year total assets ($M) among Karl Chevrolet, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN421092272
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Karl Chevrolet, Inc.)

Sponsor-wide plan assets over time

All Karl Chevrolet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 54.84172611145549% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.2M $31.2M ▲ +54.8%
Year Plans Participants Total Assets
2022 1 580 $20M
2023 1 692 $26M
2024 1 752 $31M

Nearby 401(k) Plans in Iowa

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

Karl Chevrolet, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Karl Chevrolet, Inc. 401(k) Plan, Total assets ($B): 0.031228501 · Participants: 752Karl Chevrolet, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Karl Chevrolet, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Karl Chevrolet, Inc. 401(k) Plan side-by-side with 3 peers →

Karl Chevrolet, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is United Radio, Inc. 401(k) Plan in KY ($31M); by covered participants it is Performance Bankers, Inc. Retirement Savings Plan in SD (752 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (752 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 Karl Chevrolet, Inc. 401(k) Plan assets move in 2024? ▼
Karl Chevrolet, Inc. 401(k) Plan grew sharply - up 22.0% during 2024, from $26M to $31M. Reported net income was $6M.
How have Karl Chevrolet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Karl Chevrolet, Inc.'s sponsor-wide assets grew 54.8%, from $20M to $31M.
Where does Karl Chevrolet, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Karl Chevrolet, Inc. 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Karl Chevrolet, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Radio, Inc. 401(k) Plan in KY ($31M, 383 participants).
Which 401(k) plans cover a similar participant headcount to Karl Chevrolet, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Performance Bankers, Inc. Retirement Savings Plan in SD (752 participants, $101M 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 421092272.

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.