401(k) · DOL Form 5500 · 2022
Kohler Co. & Subsidiaries 401(k) Plan
Data updated 2026-08-11
- $297M
- Total assets
- 6,729
- Participants
- 97th
- Percentile by assets
- $44,142
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $297M
- total plan assets (2022 EOY)
- 6,729
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $44,142
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Kohler Co. 401(k) Savings Plan reports 6,729 participants - 12x that state average ($297M EOY assets).
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)
| 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.
Kohler Co. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kohler Co. 401(k) Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Kohler Co. 401(k) Savings Plan assets move in 2022? ▼
How have Kohler Co. & Subsidiaries plan assets changed over time? ▼
Where does Kohler Co. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Kohler Co. 401(k) Savings Plan? ▼
Next read for Kohler Co. 401(k) Savings Plan
Filing takeaways
Ways to act on Kohler Co. 401(k) Savings Plan's numbers.
- By total assets, Kohler Co. 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Kohler Co. & Subsidiaries's sponsor-wide assets have grown 12.2% since 2022 across 3 plan years on file. More Manufacturing plans