401(k) · DOL Form 5500 · 2023

Karl Chevrolet, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
692
Participants Below avg headcount
77th
Percentile by assets National rank
$36,995
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

$26M in assets, 692 participants

Karl Chevrolet, Inc.'s Karl Chevrolet, Inc. 401(k) Plan reported $26M in total assets and 692 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,216 in Retail Trade (8,414 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, $26M for 692 participants (~$36,995/participant), up 26.9% in 2023.

#7,216
in Retail Trade (8,414 peers)
+26.9%
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 2023 · DOL Form 5500

$25,600,492 Top 23% higher than 77% 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

Karl Chevrolet, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 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 (692 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Karl Chevrolet, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Karl Chevrolet, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Karl Chevrolet, Inc. 401(k) Plan reported participants rose from 580 in the plan year 2022 filing to 692 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 421092272 · Karl Chevrolet, Inc. PY 2023 · 401(k)

Karl Chevrolet, Inc. 401(k) Plan · $26M · 692 · 77th

  • PART $26M
  • PART 692
  • PART 77th
  • PART 401(k)
  • PART near Flagstone Foods 401(k) Plan
  • PART ind #7216

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) …$26MFlagstone Foods 401(k) Plan$26MChelan Fresh Marketing/Bhpo LP 401(k) PlanChelan Fresh Marketing/Bhpo …$26MO.R. Colan Associates 401(k) PlanO.R. Colan Associates 401(k)…$26MIndependence Realty Operating Partnership 401(k) PlanIndependence Realty Operatin…$26M
End-of-year total assets ($M) among Karl Chevrolet, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$5M
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 -1012345 Total assets ($B) Participants Karl Chevrolet, Inc. 401(k) Plan, Total assets ($B): 0.025600492 · Participants: 692Karl Chevrolet, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 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 Flagstone Foods 401(k) Plan in MN ($26M); by covered participants it is Diligent Corporation 401(k) Plan in NY (692 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (692 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 Karl Chevrolet, Inc. 401(k) Plan assets move in 2023? ▼
Karl Chevrolet, Inc. 401(k) Plan grew sharply - up 26.9% during 2023, from $20M to $26M. Reported net income was $5M.
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 77th 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 Karl Chevrolet, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flagstone Foods 401(k) Plan in MN ($26M, 1,040 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 Diligent Corporation 401(k) Plan in NY (692 participants, $75M 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 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.