401(k) · DOL Form 5500 · 2022
Koch Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $206M
- Total assets Near avg plan size
- 2,406
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $85,699
- Avg per participant Below avg balance/head
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.
- #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.
- #1,013
- in Management of Enterprises (1,193 peers)
- -16.4%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
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.
Koch Companies 401(k) Plan's outsized position 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
Koch Companies 401(k) 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. Koch Companies 401(k) Plan lands in the large band (2,406 participants).
DOL schedule card
Filing strip 350447300 · Koch Enterprises, Inc. PY 2022 · 401(k)
Koch Companies 401(k) Plan · $206M · 2,406 · 96th
- BOY $206M
- BOY 2,406
- BOY 96th
- BOY 401(k)
- BOY near American Lebanese Syrian Associated Charities, Inc. Employees Retirement Plan
- BOY ind #1013
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 Management of Enterprises retirement plans → · Plans in Indiana →
Koch Companies 401(k) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Koch Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $284M 37.97628597391796% vs 2022
- 2024 filing year
| 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.
- 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
Koch Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is American Lebanese Syrian Associated Charities, Inc. Employees Retirement Plan in TN ($206M); by covered participants it is Njm 401(k) Retirement Plan in NJ (2,406 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($206M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,406 participants); asset peers above are excluded.
- Njm 401(k) Retirement Plan (NJ) 2,406 · 0 off
- Seagen Inc. 401(k) Plan (WA) 2,404 · 2 off
- Avante Group, Inc. 401(k) Plan (FL) 2,408 · 2 off
- Care Hospice, Inc. 401(k) Plan (VA) 2,404 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.