401(k) · DOL Form 5500 · 2023

Koch Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$252M
Total assets Near avg plan size
2,612
Participants Above avg headcount
96th
Percentile by assets National rank
$96,335
Avg per participant Below avg balance/head
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Official DOL plan name: Koch Companies 401(k) Plan · Sponsored by Koch Enterprises, Inc. · Indiana · Management of Enterprises

$252M in assets, 2,612 participants

Koch Enterprises, Inc.'s Koch Companies 401(k) Plan reported $252M in total assets and 2,612 participants in its 2023 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.

  • #967 in Management of Enterprises (1,137 peers)

Coverage in Indiana

Koch Companies 401(k) Plan covers 2,612 participants in Indiana, 4.8x the typical Indiana plan (state average ~541 per filing). Assets: $252M.

#967
in Management of Enterprises (1,137 peers)
+22.0%
assets growth YoY
2.5×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$251,626,298 Top 4% higher than 96% 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

Koch Companies 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. Koch Companies 401(k) Plan lands in the large band (2,612 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Koch Companies 401(k) Plan reported net income rose from -$45M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Koch Companies 401(k) Plan end-of-year assets rose from $206M in the plan year 2022 filing to $252M in the plan year 2023 filing.
  • Koch Companies 401(k) Plan reported participants rose from 2,406 in the plan year 2022 filing to 2,612 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 350447300 · Koch Enterprises, Inc. PY 2023 · 401(k)

Koch Companies 401(k) Plan · $252M · 2,612 · 96th

  • EBSA $252M
  • PART 2,612
  • TYPE 96th
  • NET 401(k)
  • BOOK near The Goodyear Tire & Rubber Company Savings Plan for Retail Employees
  • VS-ST ind #967

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

Lionsgate 401(k) Plan$252MKoch Companies 401(k) Plan$252MThe Goodyear Tire & Rubber Company Savings Plan for Retail EmployeesThe Goodyear Tire & Rubber C…$252MCentral National Gottesman Inc. 401(k) PlanCentral National Gottesman I…$252MEnvoy Solutions Retirement Savings PlanEnvoy Solutions Retirement S…$252M
End-of-year total assets ($M) among Koch Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$206M
Net Assets (End of Year)$252M
Net Income$44M
Employer EIN350447300
Plan Effective Date1986-01-01
Filing StatusFILING 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
$150M$200M$250M$300M 202220232024 $206M $285M ▲ +38.0%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Koch Companies 401(k) Plan, Total assets ($B): 0.251626298 · Participants: 2612Koch Companies 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Koch Companies 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Koch Companies 401(k) Plan side-by-side with 3 peers →

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 The Goodyear Tire & Rubber Company Savings Plan for Retail Employees in OH ($252M); by covered participants it is Crum & Forster Employee Savings Plan in NJ (2,613 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($252M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,612 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 Koch Companies 401(k) Plan assets move in 2023? ▼
Koch Companies 401(k) Plan grew sharply - up 22.0% during 2023, from $206M to $252M. Reported net income was $44M.
How have Koch Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koch Enterprises, Inc.'s sponsor-wide assets grew 38.0%, from $206M to $284M.
Where does Koch Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Koch Companies 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Koch Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Goodyear Tire & Rubber Company Savings Plan for Retail Employees in OH ($252M, 8,135 participants).
Which 401(k) plans cover a similar participant headcount to Koch Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crum & Forster Employee Savings Plan in NJ (2,613 participants, $522M 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 350447300.

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.