401(k) · DOL Form 5500 · 2024

Kunes Country Ford-Lincoln, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
1,970
Participants Near avg headcount
81st
Percentile by assets National rank
$19,675
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kunes Retirement Plan · Sponsored by Kunes Country Ford-Lincoln, Inc. · Wisconsin · Retail Trade

$39M in assets, 1,970 participants

Kunes Country Ford-Lincoln, Inc.'s Kunes Retirement Plan reported $39M in total assets and 1,970 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,153 in Retail Trade (8,048 peers)

Coverage in Wisconsin

Kunes Retirement Plan covers 1,970 participants in Wisconsin, 3.5x the typical Wisconsin plan (state average ~563 per filing). Assets: $39M.

#7,153
in Retail Trade (8,048 peers)
+26.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Kunes Retirement Plan's outsized position by total assets

Kunes Retirement Plan vs every filed plan by assets

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

$38,758,939 Top 19% higher than 81% 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

Kunes Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kunes Retirement Plan lands in the large band (1,970 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kunes Retirement Plan end-of-year assets rose from $31M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Kunes Retirement Plan reported participants rose from 1,715 in the plan year 2023 filing to 1,970 in the plan year 2024 filing.
  • Kunes Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 364115913 · Kunes Country Ford-Lincoln, Inc. PY 2024 · 401(k)

Kunes Retirement Plan · $39M · 1,970 · 81st

  • PHOTO $39M
  • PHOTO 1,970
  • PHOTO 81st
  • PHOTO 401(k)
  • PHOTO near Century Golf 401(k) Savings Plan
  • PHOTO ind #7153

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 Wisconsin →

Kunes Retirement Plan in the asset neighbourhood

Kunes Retirement Plan$39MCentury Golf 401(k) Savings PlanCentury Golf 401(k) Savings …$39MPorte Brown LLC 401(k) Profit Sharing PlanPorte Brown LLC 401(k) Profi…$39MSoutheast Texas Classic Automotive, Inc. 401(k) Profit Sharing PlanSoutheast Texas Classic Auto…$39MFurnitureland South, Inc. 401(k) PlanFurnitureland South, Inc. 40…$39M
End-of-year total assets ($M) among Kunes Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$39M
Net Income$8M
Employer EIN364115913
Plan Effective Date1994-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kunes Country Ford-Lincoln, Inc.)

Sponsor-wide plan assets over time

All Kunes Country Ford-Lincoln, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 66.12579581620703% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $23.3M $38.8M ▲ +66.1%
Year Plans Participants Total Assets
2022 1 1,420 $23M
2023 1 1,715 $31M
2024 1 1,970 $39M

Nearby 401(k) Plans in Wisconsin

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

Kunes Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Kunes Retirement Plan, Total assets ($B): 0.038758939 · Participants: 1970Kunes Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Kunes Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Kunes Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Century Golf 401(k) Savings Plan in TX ($39M); by covered participants it is Illumifin Corporation 401(k) Plan in MN (1,970 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,970 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 Kunes Retirement Plan assets move in 2024?
Kunes Retirement Plan grew sharply - up 26.1% during 2024, from $31M to $39M. Reported net income was $8M.
How have Kunes Country Ford-Lincoln, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kunes Country Ford-Lincoln, Inc.'s sponsor-wide assets grew 66.1%, from $23M to $39M.
Where does Kunes Retirement Plan rank by assets among Form 5500 filers?
Kunes Retirement Plan ranks in the 81st 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 Kunes Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Century Golf 401(k) Savings Plan in TX ($39M, 2,150 participants).
Which 401(k) plans cover a similar participant headcount to Kunes Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Illumifin Corporation 401(k) Plan in MN (1,970 participants, $103M in assets).