Defined Benefit (Pension) · DOL Form 5500 · 2023

Kohler Credit Union Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
111
Participants Small participant base
67th
Percentile by assets National rank
$132,930
Avg per participant Near avg balance/head
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Official DOL plan name: Kohler Credit Union Defined Benefit Plan and Trust · Sponsored by Kohler Credit Union · Wisconsin · Finance & Insurance

$15M in assets, 111 participants

Kohler Credit Union's Kohler Credit Union Defined Benefit Plan and Trust reported $15M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,606 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Kohler Credit Union Defined Benefit Plan and Trust covers 111 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.

#4,606
in Finance & Insurance (8,869 peers)
+15.9%
assets growth YoY

Kohler Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Kohler Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$14,755,228 Top 33% higher than 67% 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

Kohler Credit Union Defined Benefit Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kohler Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kohler Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Kohler Credit Union Defined Benefit Plan and Trust reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kohler Credit Union Defined Benefit Plan and Trust reported participants rose from 102 in the plan year 2022 filing to 111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390402815 · Kohler Credit Union PY 2023 · Defined Benefit (Pension)

Kohler Credit Union Defined Benefit Plan and Trust · $15M · 111 · 67th

  • PCT $15M
  • EIN 111
  • RANK 67th
  • PHOTO Defined Benefit (Pension)
  • IND near Plumbers & Pipefitters Local 653 Pension Fund
  • EOY ind #4606

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Kohler Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Cincinnati Stage Employees Local 5 Pension PlanCincinnati Stage Employees L…$15MKohler Credit Union Defined Benefit Plan and TrustKohler Credit Union Defined …$15MPlumbers & Pipefitters Local 653 Pension FundPlumbers & Pipefitters Local…$15MAllina Health Pension Plan for Collectively Bargained EmployeesAllina Health Pension Plan f…$15MHelena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck DriversHelena Agri-Enterprises, LLC…$15M
End-of-year total assets ($M) among Kohler Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN390402815
Plan Effective Date1966-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kohler Credit Union)

Sponsor-wide plan assets over time

All Kohler Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$24M 36.75583886614325% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.6M $24.1M ▲ +36.8%
Year Plans Participants Total Assets
2022 2 218 $18M
2023 2 237 $21M
2024 2 263 $24M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kohler Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Kohler Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.014755228 · Participants: 111Kohler Credit Union Defined Benefit Plan and TrustThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Kohler Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Kohler Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Kohler Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Plumbers & Pipefitters Local 653 Pension Fund in IL ($15M); by covered participants it is Air France USA Retirement Plan in NY (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Kohler Credit Union Defined Benefit Plan and Trust assets move in 2023? ▼
Kohler Credit Union Defined Benefit Plan and Trust grew sharply - up 15.9% during 2023, from $13M to $15M. Reported net income was $2M.
How have Kohler Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kohler Credit Union's sponsor-wide assets grew 36.8%, from $18M to $24M.
Which Defined Benefit (Pension) plans are similar in size to Kohler Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers & Pipefitters Local 653 Pension Fund in IL ($15M, 80 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kohler Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Air France USA Retirement Plan in NY (111 participants, $24M 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 390402815.

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.