401(k) · DOL Form 5500 · 2022
Koch Enterprises, Inc. 401(k) Plan
Data updated 2026-08-11
- $206M
- Total assets
- 2,406
- Participants
- 96th
- Percentile by assets
- $85,699
- Avg per participant
Official DOL plan name: Koch Companies 401(k) Plan · Sponsored by Koch Enterprises, Inc. · Indiana · Management of Enterprises
$206M in assets, 2,406 participants
Koch Enterprises, Inc.'s Koch Companies 401(k) Plan reported $206M in total assets and 2,406 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #1,013 in Management of Enterprises (1,193 peers)
Coverage in Indiana
Koch Companies 401(k) Plan covers 2,406 participants in Indiana, 4.4x the typical Indiana plan (state average ~541 per filing). Assets: $206M.
- $206M
- total plan assets (2022 EOY)
- 2,406
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $85,699
- avg assets per participant
The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Koch Companies 401(k) Plan sits by total assets
Koch Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$206,191,643 Top 4% higher than 96% 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
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Koch Companies 401(k) Plan reports 2,406 participants - 4.4x that state average ($206M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $247M |
|---|---|
| Net Assets (End of Year) | $206M |
| Net Income | -$45M |
| Employer EIN | 350447300 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Koch Enterprises, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,406 | $206M |
| 2023 | 1 | 2,612 | $252M |
| 2024 | 1 | 2,610 | $284M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Koch Companies 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Koch Companies 401(k) Plan by total assets, not by location.
- American Lebanese Syrian Associated Charities, Inc. Employees Retirement Plan (TN) $206M · 1,565
- The Rummel, Klepper & Kahl, L.L.P. Pre-Tax Savings Plan (MD) $206M · 1,311
- Loews Hotels 401(k) Plan (NY) $206M · 8,089
- Clearwater Paper Represented 401(k) Plan (WA) $206M · 1,212
Frequently Asked Questions
How did Koch Companies 401(k) Plan assets move in 2022? ▼
How have Koch Enterprises, Inc. plan assets changed over time? ▼
Where does Koch Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Koch Companies 401(k) Plan? ▼
Next read for Koch Companies 401(k) Plan
Filing takeaways
Ways to act on Koch Companies 401(k) Plan's numbers.
- By total assets, Koch Companies 401(k) 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 Indiana. Compare plans
- Koch Enterprises, Inc.'s sponsor-wide assets have grown 38.0% since 2022 across 3 plan years on file. More Management of Enterprises plans