401(k) · DOL Form 5500 · 2022

Kohlberg & Co., LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
67
Participants Small participant base
87th
Percentile by assets National rank
$634,656
Avg per participant High balance/head
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Official DOL plan name: Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan · Sponsored by Kohlberg & Co., LLC · New York · Finance & Insurance

$43M in assets, 67 participants

Kohlberg & Co., LLC's Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan reported $43M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,265 in Finance & Insurance (9,261 peers)

Where Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan sits by assets

Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $43M for 67 participants (~$634,656/participant), down 13.9% in 2022.

#7,265
in Finance & Insurance (9,261 peers)
-13.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan's outsized position by total assets

Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan vs every filed plan by assets

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

$42,521,923 Top 13% higher than 87% 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

Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan is a small filing (67 participants) on this national headcount ladder.

DOL schedule card

Filing strip 133850539 · Kohlberg & Co., LLC PY 2022 · 401(k)

Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan · $43M · 67 · 87th

  • VS-ST $43M
  • VS-ST 67
  • VS-ST 87th
  • VS-ST 401(k)
  • VS-ST near Steinhafels Inc. Profit Sharing 401(k) Plan
  • VS-ST ind #7265

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 New York →

Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan in the asset neighbourhood

Cooke Seafoods USA 401(k) PlanCooke Seafoods USA 401(k) Pl…$43MAnnuity Fund of Stage Employees Local 4 IatseAnnuity Fund of Stage Employ…$43MKohlberg & Co. LLC Employee Savings and Profit Sharing PlanKohlberg & Co. LLC Employee …$43MSteinhafels Inc. Profit Sharing 401(k) PlanSteinhafels Inc. Profit Shar…$43MWest Michigan Plumbers Fitters & Service Trades Local Union No 174 401(k) Retirement Savings PlanWest Michigan Plumbers Fitte…$43M
End-of-year total assets ($M) among Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$43M
Net Income-$7M
Employer EIN133850539
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kohlberg & Co., LLC)

Sponsor-wide plan assets over time

All Kohlberg & Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$65M 53.97725780181673% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.5M $65.5M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 67 $43M
2023 1 83 $53M
2024 1 92 $65M

Nearby 401(k) Plans in New York

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

Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan, Total assets ($B): 0.042521923 · Participants: 67Kohlberg & Co. LLC Employee Savings and Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan side-by-side with 3 peers →

Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Steinhafels Inc. Profit Sharing 401(k) Plan in WI ($43M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan assets move in 2022? ▼
Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan pulled back noticeably - down 13.9% during 2022, from $49M to $43M. Reported net income was -$7M.
How have Kohlberg & Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kohlberg & Co., LLC's sponsor-wide assets grew 54.0%, from $43M to $65M.
Where does Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Steinhafels Inc. Profit Sharing 401(k) Plan in WI ($43M, 612 participants).
Which 401(k) plans cover a similar participant headcount to Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (67 participants, $11M 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 133850539.

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.