Defined Benefit (Pension) · DOL Form 5500 · 2022
Kohler Co. & Subsidiaries Pension Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 8,328
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $171,994
- Avg per participant Above avg balance/head
Official DOL plan name: Kohler Co. Pension Plan · Sponsored by Kohler Co. & Subsidiaries · Wisconsin · Manufacturing
$1.4B in assets, 8,328 participants
Kohler Co. & Subsidiaries's Kohler Co. Pension Plan reported $1.4B in total assets and 8,328 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #20,297 in Manufacturing (20,602 peers)
Coverage in Wisconsin
Kohler Co. Pension Plan covers 8,328 participants in Wisconsin, 15x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.4B.
- #20,297
- in Manufacturing (20,602 peers)
- -17.0%
- assets change YoY
- 14×
- vs typical plan assets (national mean)
The plan reported a net loss of $294M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kohler Co. Pension Plan's outsized position by total assets
Kohler Co. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,432,369,530 Top 1% higher than 99% 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
Kohler Co. Pension 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. Kohler Co. Pension Plan lands in the large band (8,328 participants).
Plan-year Form 5500 strip
Filing strip 390402810 · Kohler Co. & Subsidiaries PY 2022 · Defined Benefit (Pension)
Kohler Co. Pension Plan · $1.4B · 8,328 · 99th
- VS-ST $1.4B
- VS-ST 8,328
- VS-ST 99th
- VS-ST Defined Benefit (Pension)
- VS-ST near Southern California IBEW-NECA Pension Plan
- VS-ST ind #20297
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 →
Kohler Co. Pension Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | -$294M |
| Employer EIN | 390402810 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kohler Co. & Subsidiaries)
Sponsor-wide plan assets over time
All Kohler Co. & Subsidiaries plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.8B 12.196773920080787% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 19,365 | $2.5B |
| 2023 | 3 | 20,855 | $2.8B |
| 2024 | 3 | 20,081 | $2.8B |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
- Rockwell Automation Pension Plan $2.1B · 3,077
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
- Harley-Davidson Retirement Plan $1.8B · 1,744
Scale composition for Kohler Co. Pension Plan
Kohler Co. Pension Plan reports $1.4B in end-of-year assets across 8,328 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $171,994 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was -$294M.
This plan identity (EIN 390402810, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.7B (+21.9%) while covered participants moved from 8,328 to 9,560 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,328 | $1.4B | This page |
| 2023 | 9,878 | $1.6B | Open filing |
| 2024 · index core | 9,560 | $1.7B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Kohler Co. Pension Plan (Defined Benefit (Pension), $1.7B, 9,560 participants)
- Kohler Co. 401(k) Savings Plan for Administrative Associates (401(k), $781M, 4,526 participants)
- Kohler Co. 401(k) Savings Plan (401(k), $264M, 5,995 participants)
Kohler Co. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Southern California IBEW-NECA Pension Plan in CA ($1.4B); by covered participants it is Umass Memorial Health Care Pension Plan in MA (8,364 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- Southern California IBEW-NECA Pension Plan (CA) $1.4B · 8,483
- Plumbers' Pension Fund, Local 130, U.a. (IL) $1.4B · 2,682
- Boy Scouts of America Mastper Pension Trust-Boy Scouts of American Retirement Plan for Employees (TX) $1.4B · 2,469
- Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries (NJ) $1.4B · 1,707
Similar participant headcount
Nearest other-state filings by covered participants (8,328 participants); asset peers above are excluded.
- Umass Memorial Health Care Pension Plan (MA) 8,364 · 36 off
- Directors Guild of America-Producer Pension Plan Basic Benefit Plan (CA) 8,405 · 77 off
- Martin Marietta Pension Plan (NC) 8,414 · 86 off
- The Estee Lauder Companies Retirement Growth Account Plan (NY) 8,416 · 88 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.