401(k) · DOL Form 5500 · 2023

Kodiak Gypsum Mountain States LLC 401(k) Plan

Data updated 2026-08-25

$151M
Total assets Near avg plan size
5,708
Participants Above avg headcount
94th
Percentile by assets National rank
$26,367
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kodiak Bp 401(k) Plan · Sponsored by Kodiak Gypsum Mountain States LLC · Colorado · Retail Trade

$151M in assets, 5,708 participants

Kodiak Gypsum Mountain States LLC's Kodiak Bp 401(k) Plan reported $151M in total assets and 5,708 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,108 in Retail Trade (8,414 peers)

Coverage in Colorado

Kodiak Bp 401(k) Plan covers 5,708 participants in Colorado, 15x the typical Colorado plan (state average ~376 per filing). Assets: $151M.

#8,108
in Retail Trade (8,414 peers)
+29.4%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Kodiak Bp 401(k) Plan's outsized position by total assets

Kodiak Bp 401(k) Plan vs every filed plan by assets

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

$150,502,972 Top 6% higher than 94% 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 Bp 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kodiak Bp 401(k) Plan lands in the large band (5,708 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kodiak Bp 401(k) Plan reported net income rose from $8M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Kodiak Bp 401(k) Plan end-of-year assets rose from $116M in the plan year 2022 filing to $151M in the plan year 2023 filing.
  • Kodiak Bp 401(k) Plan reported participants rose from 5,168 in the plan year 2022 filing to 5,708 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 800961989 · Kodiak Gypsum Mountain States LLC PY 2023 · 401(k)

Kodiak Bp 401(k) Plan · $151M · 5,708 · 94th

  • EOY $151M
  • EOY 5,708
  • EOY 94th
  • EOY 401(k)
  • EOY near Wcg 401(k) Plan
  • EOY ind #8108

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 Retail Trade retirement plans → · Plans in Colorado →

Kodiak Bp 401(k) Plan in the asset neighbourhood

Wcg 401(k) Plan$151MKodiak Bp 401(k) Plan$151MH2m Architects + Engineers 401(k) PlanH2m Architects + Engineers 4…$150MMelroe Savings and Investment PlanMelroe Savings and Investmen…$150MCoxhealth 401(k) Plan$150M
End-of-year total assets ($M) among Kodiak Bp 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$151M
Net Income$34M
Employer EIN800961989
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kodiak Gypsum Mountain States LLC)

Sponsor-wide plan assets over time

All Kodiak Gypsum Mountain States LLC plans reported in each filing year

Latest sponsor-wide plan assets
$193M 66.32404603592514% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $116M $193M ▲ +66.3%
Year Plans Participants Total Assets
2022 1 5,168 $116M
2023 1 5,708 $151M
2024 1 5,627 $193M

Nearby 401(k) Plans in Colorado

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

Kodiak Bp 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -101234 Total assets ($B) Participants Kodiak Bp 401(k) Plan, Total assets ($B): 0.150502972 · Participants: 5708Kodiak Bp 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Kodiak Bp 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Kodiak Bp 401(k) Plan side-by-side with 3 peers →

Scale composition for Kodiak Bp 401(k) Plan

Kodiak Bp 401(k) Plan reports $151M in end-of-year assets across 5,708 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $26,367 per participant (19% of the national average assets-per-participant) . Net income for plan year 2023 was $34M.

This plan identity (EIN 800961989, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $116M to $193M (+66.3%) while covered participants moved from 5,168 to 5,627 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,168 $116M Open filing
2023 5,708 $151M This page
2024 · index core 5,627 $193M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside Colorado, the nearest 401(k) by assets is Wcg 401(k) Plan in NJ ($151M); by covered participants it is Ahmc Healthcare Inc. 401(k) Retirement Savings Plan in CA (5,711 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($151M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,708 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 Bp 401(k) Plan assets move in 2023? ▼
Kodiak Bp 401(k) Plan grew sharply - up 29.4% during 2023, from $116M to $151M. Reported net income was $34M.
How have Kodiak Gypsum Mountain States LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kodiak Gypsum Mountain States LLC's sponsor-wide assets grew 66.3%, from $116M to $193M.
Where does Kodiak Bp 401(k) Plan rank by assets among Form 5500 filers? ▼
Kodiak Bp 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Kodiak Bp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wcg 401(k) Plan in NJ ($151M, 1,639 participants).
Which 401(k) plans cover a similar participant headcount to Kodiak Bp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahmc Healthcare Inc. 401(k) Retirement Savings Plan in CA (5,711 participants, $650M 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 800961989.

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.