ADRS — Auto Dealer Retirement Solutions
Chevrolet

Karl Chevrolet, Inc

1101 SE ORALABOR RD.

ANKENY, IA 50021

Latest Filing: 2023Financial Data Through: 2023Source: DOL Form 5500

Plan Data Available

Source-backed retirement-plan information is available to benchmark this dealership.

The leading signal

Karl Chevrolet, Inc

Opting Out MoreParticipation Rate · 3-Year Trend
80%actively saving · 2022 → 2023
Down 1.7 pts over 2 filings — more employees opting out. Sourced from DOL Form 5500.
2022
2023
No trend yet · Workforce footprint
Members Only
Employer Contribution / Participant
$469
vs $852 National Median
Employer Percentile
Room to Grow
Bottom 69% of peers
Where this sits vs national auto-dealer peers.

Fewer participants are actively saving — the participation rate is slipping as more employees opt out or go inactive. Employer contribution per participant is below the national median — the dealership's own investment in the plan has not yet caught up to how engaged its savers are. A separate workforce-retention watch flags a sustained decline in active savers — participation strength is not the same as headcount stability.

Benchmark Scorecard

Observable, source-backed metrics. No inferred grades or quality scores.

Members
Employer Contribution / Participant
$469
vs $852 National Median
Room to Grow Nationally

The lagging confirmation of plan health. Below median signals under-investment in workforce retention — the dollar has yet to follow the leading active-saver signal.

Participant Contribution / Participant
$4,273
vs $3,435 National Median
Above Median Nationally

The leading signal of plan engagement. A rising trajectory precedes the lagging employer-contribution dollar; below median can signal gaps in auto-enrollment or plan design.

Members
Plan Assets / Participant
$37,482
vs $48,309 National Median
Room to Grow Nationally

How seasoned the workforce is. Below national median can also indicate higher-than-needed employee turnover.

Members
Employer Contributions
$320,647
Latest source filing

Total annual employer contribution from the latest DOL filing.

Plan Assets
$25.6M
Latest source filing

The retirement pool employees are building. Larger pools reflect longer-tenured workforces.

Plan Participants
683
Latest source filing

Active employees covered by the plan — the scope of the dealership's retirement offering.

Local Dealerships with a More Competitive 401(k) Plan

Every comparable dealership we track in IA, ranked by employer contribution per participant. Names and locations are public; head-to-head contribution numbers unlock when you verify your dealership email.

1.Charles Gabus Ford, Inc
DES MOINES, IA • 7 mi
Contributes / participant
$2,914
2.Willis Cadillac, Inc
DES MOINES, IA • 11 mi
Contributes / participant
$2,165
3.Bob Brown Chevrolet, Inc
URBANDALE, IA • 11 mi
Contributes / participant
$1,219
4.Deery Brothers Of Ames, Inc.
AMES, IA • 21 mi
Contributes / participant
$867
5.Deery Brothers Of Waukee
WAUKEE, IA • 15 mi
Contributes / participant
$293
6.Wilson Auto Group, Inc
AMES, IA • 21 mi
Contributes / participant
$284
7.Ed Stivers Ford, Inc
WAUKEE, IA • 15 mi
Contributes / participant
$179
Hummel'S Nissan
GRIMES, IA • 12 mi
Ranking available
The Finway Group, Llc
WEST DES MOINES, IA • 14 mi
Ranking available
M Parker Trucking Llc
ADEL, IA • 24 mi
Ranking available

No credit card. Verify with your dealership work email and every contribution number in this list unblurs — plus your own full benchmark.

Source: U.S. Department of Labor Form 5500. Peer contribution amounts unlock with a verified dealership email or an advisor pass.

Peer Position

Where this dealership ranks on Employer Contribution / Participant across cohorts of similarly comparable dealerships.

National Auto Dealers
Room to Grow
Bottom 69% of peers
4966 valid peers
Members
IA Dealers
Optimization Potential
Bottom 89% of peers
101 valid peers
Members
Chevrolet Dealers
Room to Grow
Bottom 67% of peers
557 valid peers
Members
Similar-Size Dealers
Room to Grow
Bottom 67% of peers
261 valid peers
Members

Engagement Trajectory

Active-saver trajectory is the leading signal; employer contribution is the lagging confirmation. Public filings from 2022 to 2024. Missing years are not interpolated.

2022202320240200400600800
Fewer than three annual filings with usable values — no trend available for active-saver trajectory.
Years available: 2022, 2023, 2024

Reported Plan Data

The public filing record behind every metric on this page — for audit and trust.

Plan SponsorKARL CHEVROLET, INC.
Plan NameKARL CHEVROLET, INC. 401(K) PLAN
EIN Members421092272
Plan Number001
RecordkeeperNot yet contributed — contribute plan data
Trustee / Custodian—
Custodian Phone—
Recordkeeping Fees—
Latest Filing Year2023
Financial Data Year2023
Participants (active, EOY)683
Plan Assets$25.6M
Employer Contributions$320,647
Participant Contributions$2,918,470
Total Contributions$3,239,117
Plan Type401(k) + Profit Sharing + 401(m)
Source FormDOL Form 5500
Source Filing ID20251006103044NAL0003499921001
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Members only

Karl Chevrolet, Inc's full 401(k) benchmark is reserved for members.

Some of the benchmarking details on this plan are sensitive, so they aren't published publicly — they're available with a paid membership. One way to start moving this plan up: flag it to a decision-maker below so we can bring the matter to them and offer a solution.

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Leadership & Contacts

Who runs Karl Chevrolet, Inc

Senior executives surfaced from public sources. Verify your access to view names and emails.

J••• C••••
Controller
j••••@karlchevrolet.com
R••• R••••
General Manager
T••• S••••
Executive Assistant
C••• A••••
Service Manager
B••• M••••
Dealer Principal
or I'm an executive — submit my info

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