401(k) · DOL Form 5500 · 2022

Kohler Credit Union 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
116
Participants Small participant base
50th
Percentile by assets National rank
$41,889
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kohler Credit Union 401(k) Plan and Trust · Sponsored by Kohler Credit Union · Wisconsin · Finance & Insurance

$5M in assets, 116 participants

Kohler Credit Union's Kohler Credit Union 401(k) Plan and Trust reported $5M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,219 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Kohler Credit Union 401(k) Plan and Trust covers 116 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#3,219
in Finance & Insurance (9,261 peers)
-14.0%
assets change YoY

The plan reported a net loss of $792K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kohler Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Kohler Credit Union 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,859,113 Top 50% higher than 50% of 139,123 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 2022

Kohler Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kohler Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (116 participants).

Form 5500 schedule snapshot

Filing strip 390402815 · Kohler Credit Union PY 2022 · 401(k)

Kohler Credit Union 401(k) Plan and Trust · $5M · 116 · 50th

  • BOOK $5M
  • BOOK 116
  • BOOK 50th
  • BOOK 401(k)
  • BOOK near Automotive Transportation 401(k) Retirement Plan
  • BOOK ind #3219

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Kohler Credit Union 401(k) Plan and Trust in the asset neighbourhood

Kohler Credit Union 401(k) Plan and TrustKohler Credit Union 401(k) P…$5MAutomotive Transportation 401(k) Retirement PlanAutomotive Transportation 40…$5MArmstrong's Supply Company, Inc. Profit Sharing Plan and TrustArmstrong's Supply Company, …$5MDare Foods Incorporated 401(k) Savings PlanDare Foods Incorporated 401(…$5MProdehl Management Group Inc. 401(k) PlanProdehl Management Group Inc…$5M
End-of-year total assets ($M) among Kohler Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$792K
Employer EIN390402815
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kohler Credit Union)

Sponsor-wide plan assets over time

All Kohler Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$24M 36.75583886614325% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.6M $24.1M ▲ +36.8%
Year Plans Participants Total Assets
2022 2 218 $18M
2023 2 237 $21M
2024 2 263 $24M

Nearby 401(k) Plans in Wisconsin

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

Kohler Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Kohler Credit Union 401(k) Plan and Trust, Total assets ($B): 0.004859113 · Participants: 116Kohler Credit Union 401(k) Plan and TrustJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Kohler Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Kohler Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Kohler Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Automotive Transportation 401(k) Retirement Plan in KY ($5M); by covered participants it is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kohler Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Kohler Credit Union 401(k) Plan and Trust pulled back noticeably - down 14.0% during 2022, from $6M to $5M. Reported net income was -$792K.
How have Kohler Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kohler Credit Union's sponsor-wide assets grew 36.8%, from $18M to $24M.
Which 401(k) plans are similar in size to Kohler Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Automotive Transportation 401(k) Retirement Plan in KY ($5M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Kohler Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390402815.

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.