401(k) · DOL Form 5500 · 2023
Koch Enterprises, Inc. 401(k) Plan
Data updated 2026-08-11
- $252M
- Total assets
- 2,612
- Participants
- 96th
- Percentile by assets
- $96,335
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $252M
- total plan assets (2023 EOY)
- 2,612
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $96,335
- avg assets per participant
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Koch Companies 401(k) Plan reports 2,612 participants - 4.8x that state average ($252M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $206M |
|---|---|
| Net Assets (End of Year) | $252M |
| Net Income | $44M |
| Employer EIN | 350447300 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Koch Enterprises, Inc.)
| 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
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Koch Companies 401(k) Plan by total assets, not by location.
- The Goodyear Tire & Rubber Company Savings Plan for Retail Employees (OH) $252M · 8,135
- Central National Gottesman Inc. 401(k) Plan (NY) $252M · 1,448
- Envoy Solutions Retirement Savings Plan (IL) $252M · 424
- Lionsgate 401(k) Plan (CA) $252M · 1,452
Frequently Asked Questions
How did Koch Companies 401(k) Plan assets move in 2023? ▼
How have Koch Enterprises, Inc. plan assets changed over time? ▼
Where does Koch Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Koch Companies 401(k) Plan? ▼
Next read for Koch Companies 401(k) Plan
Filing takeaways
Ways to act on Koch Companies 401(k) Plan's numbers.
- By total assets, Koch Companies 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
- Koch Enterprises, Inc.'s sponsor-wide assets have grown 38.0% since 2022 across 3 plan years on file. More Management of Enterprises plans