401(k) · DOL Form 5500 · 2022

Stan Koch & Sons Trucking, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
1,414
Participants Near avg headcount
87th
Percentile by assets National rank
$32,565
Avg per participant Low balance/head
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Official DOL plan name: Koch Companies 401(k) Retirement Savings Plan · Sponsored by Stan Koch & Sons Trucking, Inc. · Minnesota · Transportation & Warehousing

$46M in assets, 1,414 participants

Stan Koch & Sons Trucking, Inc.'s Koch Companies 401(k) Retirement Savings Plan reported $46M in total assets and 1,414 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.

  • #3,344 in Transportation & Warehousing (3,876 peers)

Where Koch Companies 401(k) Retirement Savings Plan sits by assets

Koch Companies 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $46M for 1,414 participants (~$32,565/participant), down 11.9% in 2022.

#3,344
in Transportation & Warehousing (3,876 peers)
-11.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Koch Companies 401(k) Retirement Savings Plan's outsized position by total assets

Koch Companies 401(k) Retirement Savings Plan vs every filed plan by assets

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

$46,047,086 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

Koch Companies 401(k) Retirement Savings 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. Koch Companies 401(k) Retirement Savings Plan lands in the large band (1,414 participants).

DOL schedule card

Filing strip 411338292 · Stan Koch & Sons Trucking, Inc. PY 2022 · 401(k)

Koch Companies 401(k) Retirement Savings Plan · $46M · 1,414 · 87th

  • SCH $46M
  • SCH 1,414
  • SCH 87th
  • SCH 401(k)
  • SCH near Zetron Retirement Plan
  • SCH ind #3344

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 Transportation & Warehousing retirement plans → · Plans in Minnesota →

Koch Companies 401(k) Retirement Savings Plan in the asset neighbourhood

Koch Companies 401(k) Retirement Savings PlanKoch Companies 401(k) Retire…$46MZetron Retirement Plan$46MPathology Laboratory Associates, Inc. 401(k) Profit Sharing PlanPathology Laboratory Associa…$46MKleinschmidt Associates Employees Profit Sharing Plan and TrustKleinschmidt Associates Empl…$46MBobby Rahal Automotive Group 401(k) PlanBobby Rahal Automotive Group…$46M
End-of-year total assets ($M) among Koch Companies 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$46M
Net Income-$6M
Employer EIN411338292
Plan Effective Date1994-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Stan Koch & Sons Trucking, Inc.)

Sponsor-wide plan assets over time

All Stan Koch & Sons Trucking, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 16.29945486669884% vs 2022
2023 filing year
$45M$50M$55M 20222023 $46.1M $53.6M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 1,414 $46M
2023 1 1,612 $54M

Nearby 401(k) Plans in Minnesota

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

Koch Companies 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Koch Companies 401(k) Retirement Savings Plan, Total assets ($B): 0.046047086 · Participants: 1414Koch Companies 401(k) Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Koch Companies 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Koch Companies 401(k) Retirement Savings Plan side-by-side with 3 peers →

Koch Companies 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Zetron Retirement Plan in WA ($46M); by covered participants it is Mckenney's, Inc. and Affiliated Companies Profit Sharing and 401(k) Plan in GA (1,414 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,414 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 Koch Companies 401(k) Retirement Savings Plan assets move in 2022? ▼
Koch Companies 401(k) Retirement Savings Plan pulled back noticeably - down 11.9% during 2022, from $52M to $46M. Reported net income was -$6M.
How have Stan Koch & Sons Trucking, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Stan Koch & Sons Trucking, Inc.'s sponsor-wide assets grew 16.3%, from $46M to $54M.
Where does Koch Companies 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Koch Companies 401(k) Retirement Savings 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 Koch Companies 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zetron Retirement Plan in WA ($46M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Koch Companies 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mckenney's, Inc. and Affiliated Companies Profit Sharing and 401(k) Plan in GA (1,414 participants, $89M 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 411338292.

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.