401(k) · DOL Form 5500 · 2022

Kolbe & Kolbe Millwork Co., Inc. 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
884
Participants Near avg headcount
92nd
Percentile by assets National rank
$92,211
Avg per participant Below avg balance/head
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Official DOL plan name: Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan · Sponsored by Kolbe & Kolbe Millwork Co., Inc. · Wisconsin · Manufacturing

$82M in assets, 884 participants

Kolbe & Kolbe Millwork Co., Inc.'s Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan reported $82M in total assets and 884 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #17,979 in Manufacturing (20,602 peers)

Where Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan sits by assets

Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan sits in the top 10% of all filed plans by assets, $82M for 884 participants (~$92,211/participant), down 12.5% in 2022.

#17,979
in Manufacturing (20,602 peers)
-12.5%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan's outsized position by total assets

Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan vs every filed plan by assets

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

$81,514,786 Top 8% higher than 92% 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

Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan 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. Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan sits mid-pack in the medium band (884 participants).

Published 5500 schedule card

Filing strip 391193314 · Kolbe & Kolbe Millwork Co., Inc. PY 2022 · 401(k)

Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan · $82M · 884 · 92nd

  • EIN $82M
  • RANK 884
  • PHOTO 92nd
  • IND 401(k)
  • EOY near Shopify (USA), Inc. 401(k) Plan
  • 5500 ind #17979

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 Wisconsin →

Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan in the asset neighbourhood

Lansing Building Products, LLC 401(k) PlanLansing Building Products, L…$82MKolbe & Kolbe Millwork Co., Inc. Retirement Savings PlanKolbe & Kolbe Millwork Co., …$82MShopify (USA), Inc. 401(k) PlanShopify (USA), Inc. 401(k) P…$82MThe Retirement Savings Plan for Employees of the Rockefeller FoundationThe Retirement Savings Plan …$81MBaird Holm LLP Profit Sharing PlanBaird Holm LLP Profit Sharin…$81M
End-of-year total assets ($M) among Kolbe & Kolbe Millwork Co., Inc. 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)$93M
Net Assets (End of Year)$82M
Net Income-$12M
Employer EIN391193314
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kolbe & Kolbe Millwork Co., Inc.)

Sponsor-wide plan assets over time

All Kolbe & Kolbe Millwork Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$99M 21.847777408137954% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $81.5M $99.3M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 884 $82M
2023 1 927 $92M
2024 1 917 $99M

Nearby 401(k) Plans in Wisconsin

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

Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan, Total assets ($B): 0.081514786 · Participants: 884Kolbe & Kolbe Millwork Co., Inc. Retirement Savings PlanJohnson 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
Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan side-by-side with 3 peers →

Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Shopify (USA), Inc. 401(k) Plan in CA ($82M); by covered participants it is Service Federal Credit Union Profit Sharing/401(k) Plan in NH (884 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (884 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 Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan assets move in 2022? ▼
Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan pulled back noticeably - down 12.5% during 2022, from $93M to $82M. Reported net income was -$12M.
How have Kolbe & Kolbe Millwork Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kolbe & Kolbe Millwork Co., Inc.'s sponsor-wide assets grew 21.8%, from $82M to $99M.
Where does Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shopify (USA), Inc. 401(k) Plan in CA ($82M, 1,842 participants).
Which 401(k) plans cover a similar participant headcount to Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Service Federal Credit Union Profit Sharing/401(k) Plan in NH (884 participants, $67M 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 391193314.

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.