401(k) · DOL Form 5500 · 2022
Kohler Co. & Subsidiaries 401(k) Plan
Data updated 2026-08-25
- $297M
- Total assets Near avg plan size
- 6,729
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $44,142
- Avg per participant Low balance/head
Official DOL plan name: Kohler Co. 401(k) Savings Plan · Sponsored by Kohler Co. & Subsidiaries · Wisconsin · Manufacturing
$297M in assets, 6,729 participants
Kohler Co. & Subsidiaries's Kohler Co. 401(k) Savings Plan reported $297M in total assets and 6,729 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,530 in Manufacturing (20,602 peers)
Coverage in Wisconsin
Kohler Co. 401(k) Savings Plan covers 6,729 participants in Wisconsin, 12x the typical Wisconsin plan (state average ~563 per filing). Assets: $297M.
- #19,530
- in Manufacturing (20,602 peers)
- -17.4%
- assets change YoY
- 3.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $60M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kohler Co. 401(k) Savings Plan's outsized position by total assets
Kohler Co. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$297,032,274 Top 3% higher than 97% 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. 401(k) 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. Kohler Co. 401(k) Savings Plan lands in the large band (6,729 participants).
Published 5500 schedule card
Filing strip 390402810 · Kohler Co. & Subsidiaries PY 2022 · 401(k)
Kohler Co. 401(k) Savings Plan · $297M · 6,729 · 97th
- PART $297M
- PART 6,729
- PART 97th
- PART 401(k)
- PART near Flsmidth 401(k) Plan Trust
- PART ind #19530
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. 401(k) Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $359M |
|---|---|
| Net Assets (End of Year) | $297M |
| Net Income | -$60M |
| Employer EIN | 390402810 |
| Plan Effective Date | 1985-09-01 |
| 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 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Scale composition for Kohler Co. 401(k) Savings Plan
Kohler Co. 401(k) Savings Plan reports $297M in end-of-year assets across 6,729 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $44,142 per participant (32% of the national average assets-per-participant) . Net income for plan year 2022 was -$60M.
This plan identity (EIN 390402810, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $297M to $264M (-11.2%) while covered participants moved from 6,729 to 5,995 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,729 | $297M | This page |
| 2023 | 6,397 | $326M | Open filing |
| 2024 · index core | 5,995 | $264M | 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. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Flsmidth 401(k) Plan Trust in PA ($297M); by covered participants it is Bechtel Trust & Thrift Plan in VA (6,733 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($297M here).
- Flsmidth 401(k) Plan Trust (PA) $297M · 1,512
- Iuoe Local 478 Annuity Fund (CT) $297M · 4,541
- The Perficient, Inc. 401(k) Employee Savings Plan (MO) $297M · 2,823
- The Pape' Group, Inc. Profit Sharing 401(k) Plan (OR) $297M · 3,628
Similar participant headcount
Nearest other-state filings by covered participants (6,729 participants); asset peers above are excluded.
- Bechtel Trust & Thrift Plan (VA) 6,733 · 4 off
- Barrick Retirement Plan (NV) 6,733 · 4 off
- I.a.T.S.E. Local 33 Section 401(k) Plan (CA) 6,738 · 9 off
- Lifestance Health 401(k) Plan (WA) 6,739 · 10 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.