401(k) · DOL Form 5500 · 2024

Kowalski Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
209
Participants Below avg headcount
70th
Percentile by assets National rank
$95,291
Avg per participant Below avg balance/head
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Official DOL plan name: Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust · Sponsored by Kowalski Companies, Inc. · Minnesota · Retail Trade

$20M in assets, 209 participants

Kowalski Companies, Inc.'s Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust reported $20M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,503 in Retail Trade (8,048 peers)

Coverage in Minnesota

Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust covers 209 participants in Minnesota, about 19% of the average Minnesota filer (state average ~1,126 per filing). Assets: $20M.

#6,503
in Retail Trade (8,048 peers)
+10.5%
assets growth YoY

Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust's outsized position by total assets

Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust vs every filed plan by assets

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

$19,915,769 Top 30% higher than 70% 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

Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust 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. Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust reported participants fell from 291 in the plan year 2023 filing to 209 in the plan year 2024 filing.
  • Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 411500646 · Kowalski Companies, Inc. PY 2024 · 401(k)

Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust · $20M · 209 · 70th

  • PART $20M
  • TYPE 209
  • NET 70th
  • BOOK 401(k)
  • VS-ST near Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T
  • BOY ind #6503

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 →

Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust in the asset neighbourhood

Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and TrustKowalski Companies, Inc. Sal…$20MPure Financial Advisors, LLC 401(k) Profit Sharing Plan and TPure Financial Advisors, LLC…$20MFort Recovery Industries, Inc. Money Accumulation Plan and TrustFort Recovery Industries, In…$20MFort Recovery Industries, Inc. Money Accumulation Plan and TrustFort Recovery Industries, In…$20MEmi Industries, LLC 401(k) & Bonus PlanEmi Industries, LLC 401(k) &…$20M
End-of-year total assets ($M) among Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN411500646
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kowalski Companies, Inc.)

Sponsor-wide plan assets over time

All Kowalski Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 38.80359321009682% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.7M $35.7M ▲ +38.8%
Year Plans Participants Total Assets
2022 2 892 $26M
2023 2 903 $31M
2024 2 867 $36M

Nearby 401(k) Plans in Minnesota

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

Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust, Total assets ($B): 0.019915769 · Participants: 209Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and TrustWells 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
Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust side-by-side with 3 peers →

Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T in CA ($20M); by covered participants it is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust assets move in 2024? ▼
Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust grew at a solid clip - up 10.5% during 2024, from $18M to $20M. Reported net income was $2M.
How have Kowalski Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kowalski Companies, Inc.'s sponsor-wide assets grew 38.8%, from $26M to $36M.
Which 401(k) plans are similar in size to Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T in CA ($20M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants, $291K 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 411500646.

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.