401(k) · DOL Form 5500 · 2023

Llb Investments, LLC Dba Korth Transfer 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
97
Participants Small participant base
44th
Percentile by assets National rank
$49,568
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Korth Transfer 401(k) Plan · Sponsored by Llb Investments, LLC Dba Korth Transfer · Wisconsin · Transportation & Warehousing

$5M in assets, 97 participants

Llb Investments, LLC Dba Korth Transfer's Korth Transfer 401(k) Plan reported $5M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #1,458 in Transportation & Warehousing (3,362 peers)

Llb Investments, LLC Dba Korth Transfer multi-year trail

Llb Investments, LLC Dba Korth Transfer's plans moved +27.3% in assets from 2022 to 2024; this filing shows Korth Transfer 401(k) Plan at $5M / 97 participants.

#1,458
in Transportation & Warehousing (3,362 peers)
+13.4%
assets growth YoY

Korth Transfer 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Korth Transfer 401(k) Plan vs every filed plan by assets

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

$4,808,070 44th percentile higher than 44% 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

Korth Transfer 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. Korth Transfer 401(k) Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Korth Transfer 401(k) Plan reported net income rose from -$479K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Korth Transfer 401(k) Plan reported participants fell from 122 in the plan year 2022 filing to 97 in the plan year 2023 filing.
  • Korth Transfer 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 721564480 · Llb Investments, LLC Dba Korth Transfer PY 2023 · 401(k)

Korth Transfer 401(k) Plan · $5M · 97 · 44th

  • NET $5M
  • NET 97
  • NET 44th
  • NET 401(k)
  • NET near Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust
  • NET ind #1458

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

Korth Transfer 401(k) Plan in the asset neighbourhood

Korth Transfer 401(k) Plan$5MOrthopaedics Spine and Sports 401 K Profit Sharing Plan TrustOrthopaedics Spine and Sport…$5MButler County Childrens Center, Inc. Employees Savings TrustButler County Childrens Cent…$5MPremier Resources, LLC 401(k) PlanPremier Resources, LLC 401(k…$5MEnvironmental Community Development Co., Inc. 401(k) PlanEnvironmental Community Deve…$5M
End-of-year total assets ($M) among Korth Transfer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Llb Investments, LLC Dba Korth Transfer multi-year asset trail

Sponsor-wide plan assets over time

All Llb Investments, LLC Dba Korth Transfer plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.305961204384992% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.24M $5.4M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 122 $4M
2023 1 97 $5M
2024 1 104 $5M

Llb Investments, LLC Dba Korth Transfer filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN721564480
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Korth Transfer 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Korth Transfer 401(k) Plan, Total assets ($B): 0.00480807 · Participants: 97Korth Transfer 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Korth Transfer 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Korth Transfer 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust in NY ($5M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Korth Transfer 401(k) Plan assets move in 2023? ▼
Korth Transfer 401(k) Plan grew at a solid clip - up 13.4% during 2023, from $4M to $5M. Reported net income was $1M.
How have Llb Investments, LLC Dba Korth Transfer plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Llb Investments, LLC Dba Korth Transfer's sponsor-wide assets grew 27.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Korth Transfer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust in NY ($5M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Korth Transfer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Lines, Inc. 401(k) Plan in FL (97 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 721564480.

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.