401(k) · DOL Form 5500 · 2023

Kodiak Group, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
36
Participants Small participant base
55th
Percentile by assets National rank
$238,265
Avg per participant Above avg balance/head
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Official DOL plan name: Kodiak Group, LLC 401(k) Plan · Sponsored by Kodiak Group, LLC · Michigan · Professional & Technical Services

$9M in assets, 36 participants

Kodiak Group, LLC's Kodiak Group, LLC 401(k) Plan reported $9M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,933 in Professional & Technical Services (20,321 peers)

Kodiak Group, LLC multi-year trail

Kodiak Group, LLC's plans moved +34.1% in assets from 2022 to 2024; this filing shows Kodiak Group, LLC 401(k) Plan at $9M / 36 participants.

#10,933
in Professional & Technical Services (20,321 peers)
+7.2%
assets growth YoY

Kodiak Group, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kodiak Group, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,577,547 Top 45% higher than 55% of 127,068 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 2023

Kodiak Group, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kodiak Group, LLC 401(k) Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kodiak Group, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $573K in the plan year 2023 filing.
  • Kodiak Group, LLC 401(k) Plan reported participants rose from 30 in the plan year 2022 filing to 36 in the plan year 2023 filing.
  • Kodiak Group, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 030465741 · Kodiak Group, LLC PY 2023 · 401(k)

Kodiak Group, LLC 401(k) Plan · $9M · 36 · 55th

  • PCT $9M
  • EIN 36
  • RANK 55th
  • PHOTO 401(k)
  • IND near Southern Counties Lubricants, LLC 401(k) Plan
  • EOY ind #10933

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Kodiak Group, LLC 401(k) Plan in the asset neighbourhood

Kodiak Group, LLC 401(k) Plan$9MSouthern Counties Lubricants, LLC 401(k) PlanSouthern Counties Lubricants…$9MFrankies' Fun Park 401(k) PlanFrankies' Fun Park 401(k) Pl…$9MSaturn of St. Paul Salary Deferral 401(k) Profit Sharing PlanSaturn of St. Paul Salary De…$9MScarc, Inc. Retirement Plan$9M
End-of-year total assets ($M) among Kodiak Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kodiak Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Kodiak Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 34.125223270310215% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8M $10.7M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 30 $8M
2023 1 36 $9M
2024 1 40 $11M

Kodiak Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$573K
Employer EIN030465741
Plan Effective Date2003-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Kodiak Group, LLC 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Kodiak Group, LLC 401(k) Plan, Total assets ($B): 0.008577547 · Participants: 36Kodiak Group, LLC 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Kodiak Group, LLC 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Kodiak Group, LLC 401(k) Plan side-by-side with 3 peers →

Kodiak Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Southern Counties Lubricants, LLC 401(k) Plan in CA ($9M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kodiak Group, LLC 401(k) Plan assets move in 2023? ▼
Kodiak Group, LLC 401(k) Plan grew at a solid clip - up 7.2% during 2023, from $8M to $9M. Reported net income was $573K.
How have Kodiak Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kodiak Group, LLC's sponsor-wide assets grew 34.1%, from $8M to $11M.
Which 401(k) plans are similar in size to Kodiak Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southern Counties Lubricants, LLC 401(k) Plan in CA ($9M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Kodiak Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030465741.

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.