401(k) · DOL Form 5500 · 2024

Kowalski Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
658
Participants Below avg headcount
66th
Percentile by assets National rank
$24,023
Avg per participant Low balance/head
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Official DOL plan name: Kowalski Companies, Inc. 401(k) Plan for Union Employees · Sponsored by Kowalski Companies, Inc. · Minnesota · Retail Trade

$16M in assets, 658 participants

Kowalski Companies, Inc.'s Kowalski Companies, Inc. 401(k) Plan for Union Employees reported $16M in total assets and 658 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,143 in Retail Trade (8,048 peers)

Kowalski Companies, Inc. multi-year trail

Kowalski Companies, Inc.'s plans moved +38.8% in assets from 2022 to 2024; this filing shows Kowalski Companies, Inc. 401(k) Plan for Union Employees at $16M / 658 participants.

#6,143
in Retail Trade (8,048 peers)
+19.2%
assets growth YoY

Kowalski Companies, Inc. 401(k) Plan for Union Employees's mid-pack asset rank among Retail Trade and all filers

Kowalski Companies, Inc. 401(k) Plan for Union Employees vs every filed plan by assets

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

$15,806,857 Top 34% higher than 66% 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. 401(k) Plan for Union Employees 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. 401(k) Plan for Union Employees sits mid-pack in the medium band (658 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kowalski Companies, Inc. 401(k) Plan for Union Employees end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Kowalski Companies, Inc. 401(k) Plan for Union Employees reported participants rose from 612 in the plan year 2023 filing to 658 in the plan year 2024 filing.
  • Kowalski Companies, Inc. 401(k) Plan for Union Employees reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

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

Kowalski Companies, Inc. 401(k) Plan for Union Employees · $16M · 658 · 66th

  • EIN $16M
  • EIN 658
  • EIN 66th
  • EIN 401(k)
  • EIN near Fisher Printing, Inc. 401(k) Plan
  • EIN ind #6143

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. 401(k) Plan for Union Employees in the asset neighbourhood

Kowalski Companies, Inc. 401(k) Plan for Union EmployeesKowalski Companies, Inc. 401…$16MFisher Printing, Inc. 401(k) PlanFisher Printing, Inc. 401(k)…$16MExela Pharma Sciences, LLC 401(k) Safe Harbor PlanExela Pharma Sciences, LLC 4…$16MTaurus Investment Holdings, LLC 401(k) PlanTaurus Investment Holdings, …$16MOlson Engineering Inc. 401(k) PlanOlson Engineering Inc. 401(k…$16M
End-of-year total assets ($M) among Kowalski Companies, Inc. 401(k) Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kowalski Companies, Inc. multi-year asset trail

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

Kowalski Companies, Inc. filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN411500646
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Kowalski Companies, Inc. 401(k) Plan for Union Employees vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Kowalski Companies, Inc. 401(k) Plan for Union Employees, Total assets ($B): 0.015806857 · Participants: 658Kowalski Companies, Inc. 401(k) Plan for Union EmployeesWells 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. 401(k) Plan for Union Employees vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Kowalski Companies, Inc. 401(k) Plan for Union Employees side-by-side with 3 peers →

Kowalski Companies, Inc. 401(k) Plan for Union Employees's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Fisher Printing, Inc. 401(k) Plan in IL ($16M); by covered participants it is Franklin Corporation 401(k) Plan in MS (658 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (658 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. 401(k) Plan for Union Employees assets move in 2024? ▼
Kowalski Companies, Inc. 401(k) Plan for Union Employees grew sharply - up 19.2% during 2024, from $13M to $16M. Reported net income was $3M.
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. 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Fisher Printing, Inc. 401(k) Plan in IL ($16M, 273 participants).
Which 401(k) plans cover a similar participant headcount to Kowalski Companies, Inc. 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Franklin Corporation 401(k) Plan in MS (658 participants, $13M 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.