401(k) · DOL Form 5500 · 2022

Koehler Instrument Company, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
71
Participants Small participant base
65th
Percentile by assets National rank
$139,261
Avg per participant Near avg balance/head
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Official DOL plan name: Koehler Instrument Co., Inc. 401(k) Retirement Plan · Sponsored by Koehler Instrument Company, Inc. · New York · Manufacturing

$10M in assets, 71 participants

Koehler Instrument Company, Inc.'s Koehler Instrument Co., Inc. 401(k) Retirement Plan reported $10M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #10,676 in Manufacturing (20,602 peers)

Koehler Instrument Company, Inc. multi-year trail

Koehler Instrument Company, Inc.'s plans moved +42.3% in assets from 2022 to 2024; this filing shows Koehler Instrument Co., Inc. 401(k) Retirement Plan at $10M / 71 participants.

#10,676
in Manufacturing (20,602 peers)
-17.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Koehler Instrument Co., Inc. 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Koehler Instrument Co., Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$9,887,538 Top 35% higher than 65% 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

Koehler Instrument Co., Inc. 401(k) Retirement 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. Koehler Instrument Co., Inc. 401(k) Retirement Plan is a small filing (71 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 111672633 · Koehler Instrument Company, Inc. PY 2022 · 401(k)

Koehler Instrument Co., Inc. 401(k) Retirement Plan · $10M · 71 · 65th

  • EOY $10M
  • 5500 71
  • ASSETS 65th
  • PCT 401(k)
  • EIN near Ruthman Pump & Engineering Inc 401(k) Profit Sharing Plan & Trust
  • RANK ind #10676

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 New York →

Koehler Instrument Co., Inc. 401(k) Retirement Plan in the asset neighbourhood

Koehler Instrument Co., Inc. 401(k) Retirement PlanKoehler Instrument Co., Inc.…$10MRuthman Pump & Engineering Inc 401(k) Profit Sharing Plan & TrustRuthman Pump & Engineering I…$10MCe 401(k) Plan$10MJ. Lee Milligan, Inc. 401(k) PlanJ. Lee Milligan, Inc. 401(k)…$10MLogistics Plus 401(k) Profit Sharing PlanLogistics Plus 401(k) Profit…$10M
End-of-year total assets ($M) among Koehler Instrument Co., Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Koehler Instrument Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Koehler Instrument Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 42.32819130505491% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.89M $14.1M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 71 $10M
2023 1 43 $12M
2024 1 42 $14M

Koehler Instrument Company, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN111672633
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Koehler Instrument Co., Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Koehler Instrument Co., Inc. 401(k) Retirement Plan, Total assets ($B): 0.009887538 · Participants: 71Koehler Instrument Co., Inc. 401(k) Retirement 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
Koehler Instrument Co., Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Koehler Instrument Co., Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Koehler Instrument Co., Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ruthman Pump & Engineering Inc 401(k) Profit Sharing Plan & Trust in OH ($10M); by covered participants it is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Koehler Instrument Co., Inc. 401(k) Retirement Plan assets move in 2022? ▼
Koehler Instrument Co., Inc. 401(k) Retirement Plan declined sharply - down 17.0% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Koehler Instrument Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koehler Instrument Company, Inc.'s sponsor-wide assets grew 42.3%, from $10M to $14M.
Which 401(k) plans are similar in size to Koehler Instrument Co., Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ruthman Pump & Engineering Inc 401(k) Profit Sharing Plan & Trust in OH ($10M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Koehler Instrument Co., Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 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 111672633.

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.