Defined Benefit (Pension) · DOL Form 5500 · 2022

Kohler Credit Union Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
102
Participants Small participant base
70th
Percentile by assets National rank
$124,838
Avg per participant Near avg balance/head
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Official DOL plan name: Kohler Credit Union Defined Benefit Plan and Trust · Sponsored by Kohler Credit Union · Wisconsin · Finance & Insurance

$13M in assets, 102 participants

Kohler Credit Union's Kohler Credit Union Defined Benefit Plan and Trust reported $13M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,965 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Kohler Credit Union Defined Benefit Plan and Trust covers 102 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#4,965
in Finance & Insurance (9,261 peers)
+22.6%
assets growth YoY

Kohler Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Kohler Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$12,733,515 Top 30% higher than 70% 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

Kohler Credit Union Defined Benefit Plan and Trust 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. Kohler Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (102 participants).

EBSA filing schedule strip

Filing strip 390402815 · Kohler Credit Union PY 2022 · Defined Benefit (Pension)

Kohler Credit Union Defined Benefit Plan and Trust · $13M · 102 · 70th

  • PCT $13M
  • EIN 102
  • RANK 70th
  • PHOTO Defined Benefit (Pension)
  • IND near Employees' Retirement Plan of Columbia Memorial Hospital
  • EOY ind #4965

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Kohler Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Employees' Retirement Plan of Columbia Memorial HospitalEmployees' Retirement Plan o…$13MKohler Credit Union Defined Benefit Plan and TrustKohler Credit Union Defined …$13MAllina Health Pension Plan for Collectively Bargained EmployeesAllina Health Pension Plan f…$13MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$13MReser's Fine Foods, Inc. Restated Employees' Pension PlanReser's Fine Foods, Inc. Res…$13M
End-of-year total assets ($M) among Kohler Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN390402815
Plan Effective Date1966-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kohler Credit Union)

Sponsor-wide plan assets over time

All Kohler Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$24M 36.75583886614325% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.6M $24.1M ▲ +36.8%
Year Plans Participants Total Assets
2022 2 218 $18M
2023 2 237 $21M
2024 2 263 $24M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kohler Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Kohler Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.012733515 · Participants: 102Kohler Credit Union Defined Benefit Plan and TrustThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Kohler Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Kohler Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Kohler Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of Columbia Memorial Hospital in NY ($13M); by covered participants it is Shutts & Bowen LLP Retirement Plan and Trust in FL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Kohler Credit Union Defined Benefit Plan and Trust assets move in 2022? ▼
Kohler Credit Union Defined Benefit Plan and Trust grew sharply - up 22.6% during 2022, from $10M to $13M. Reported net income was $2M.
How have Kohler Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kohler Credit Union's sponsor-wide assets grew 36.8%, from $18M to $24M.
Which Defined Benefit (Pension) plans are similar in size to Kohler Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of Columbia Memorial Hospital in NY ($13M, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kohler Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Shutts & Bowen LLP Retirement Plan and Trust in FL (102 participants, $43M 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 390402815.

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.