Defined Benefit (Pension) · DOL Form 5500 · 2022
Kone Inc. Pension Plan
Data updated 2026-08-25
- $159M
- Total assets Near avg plan size
- 1,608
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $98,645
- Avg per participant Below avg balance/head
Official DOL plan name: Kone Inc. Employees' Retirement Plan · Sponsored by Kone Inc. · Illinois · Manufacturing
$159M in assets, 1,608 participants
Kone Inc.'s Kone Inc. Employees' Retirement Plan reported $159M in total assets and 1,608 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #18,938 in Manufacturing (20,602 peers)
Coverage in Illinois
Kone Inc. Employees' Retirement Plan covers 1,608 participants in Illinois, 2.1x the typical Illinois plan (state average ~779 per filing). Assets: $159M.
- #18,938
- in Manufacturing (20,602 peers)
- -16.4%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kone Inc. Employees' Retirement Plan's outsized position by total assets
Kone Inc. Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$158,621,174 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kone Inc. Employees' Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kone Inc. Employees' Retirement Plan lands in the large band (1,608 participants).
Published 5500 schedule card
Filing strip 362357423 · Kone Inc. PY 2022 · Defined Benefit (Pension)
Kone Inc. Employees' Retirement Plan · $159M · 1,608 · 95th
- PART $159M
- TYPE 1,608
- NET 95th
- BOOK Defined Benefit (Pension)
- VS-ST near Lumber Industry Pension Plan
- BOY ind #18938
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 Manufacturing retirement plans → · Plans in Illinois →
Kone Inc. Employees' Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $190M |
|---|---|
| Net Assets (End of Year) | $159M |
| Net Income | -$31M |
| Employer EIN | 362357423 |
| Plan Effective Date | 1962-05-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kone Inc.)
Sponsor-wide plan assets over time
All Kone Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $634M 19.525268171064646% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,405 | $530M |
| 2023 | 2 | 3,539 | $588M |
| 2024 | 2 | 3,551 | $634M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Kone Inc. Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Lumber Industry Pension Plan in WA ($159M); by covered participants it is Bayer Corporation Pension Plan in MO (1,611 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159M here).
- Lumber Industry Pension Plan (WA) $159M · 97
- Semco/Enstar Non-Union Retirement Plan (MI) $159M · 202
- Cnh Industrial U.S. Pension Plan (WI) $158M · 791
- Ingram Retirement Plan (TN) $158M · 1,012
Similar participant headcount
Nearest other-state filings by covered participants (1,608 participants); asset peers above are excluded.
- Bayer Corporation Pension Plan (MO) 1,611 · 3 off
- Blue Cross Blue Shield of Michigan Represented Employees' Retirement Income Plan (MI) 1,612 · 4 off
- Carrier Represented Employee Pension Plan (FL) 1,603 · 5 off
- Alaska United Food & Commercial Workers Pension Fund (WA) 1,613 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.