401(k) · DOL Form 5500 · 2023

Koch Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
460
Participants Below avg headcount
63rd
Percentile by assets National rank
$26,916
Avg per participant Low balance/head
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Official DOL plan name: Koch Automotive Group 401(k) Plan · Sponsored by Koch Holdings Inc. · Pennsylvania · Retail Trade

$12M in assets, 460 participants

Koch Holdings Inc.'s Koch Automotive Group 401(k) Plan reported $12M in total assets and 460 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,225 in Retail Trade (8,414 peers)

Koch Holdings Inc. multi-year trail

Koch Holdings Inc.'s plans moved +43.0% in assets from 2022 to 2024; this filing shows Koch Automotive Group 401(k) Plan at $12M / 460 participants.

#6,225
in Retail Trade (8,414 peers)
+28.6%
assets growth YoY

Koch Automotive Group 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Koch Automotive Group 401(k) Plan vs every filed plan by assets

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

$12,381,549 Top 37% higher than 63% 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 Automotive Group 401(k) Plan 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. Koch Automotive Group 401(k) Plan sits mid-pack in the medium band (460 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Koch Automotive Group 401(k) Plan reported net income rose from $165K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Koch Automotive Group 401(k) Plan reported participants rose from 349 in the plan year 2022 filing to 460 in the plan year 2023 filing.
  • Koch Automotive Group 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232771501 · Koch Holdings Inc. PY 2023 · 401(k)

Koch Automotive Group 401(k) Plan · $12M · 460 · 63rd

  • BOY $12M
  • SCH 460
  • EBSA 63rd
  • PART 401(k)
  • TYPE near Hutchinson Manufacturing Holdings, LLC Retirement Savings Plan and Trust
  • NET ind #6225

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 Pennsylvania →

Koch Automotive Group 401(k) Plan in the asset neighbourhood

Koch Automotive Group 401(k) PlanKoch Automotive Group 401(k)…$12MHutchinson Manufacturing Holdings, LLC Retirement Savings Plan and TrustHutchinson Manufacturing Hol…$12MDan Cummins, Inc. 401(k) Plan$12MAccommodations Plus International Profit Sharing PlanAccommodations Plus Internat…$12MHeat Transfer Equipment Company Savings PlanHeat Transfer Equipment Comp…$12M
End-of-year total assets ($M) among Koch Automotive Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Koch Holdings Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Koch Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 43.00352825272422% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.62M $13.8M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 349 $10M
2023 1 460 $12M
2024 1 591 $14M

Koch Holdings Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN232771501
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Koch Automotive Group 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Koch Automotive Group 401(k) Plan, Total assets ($B): 0.012381549 · Participants: 460Koch Automotive Group 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Koch Automotive Group 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Koch Automotive Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hutchinson Manufacturing Holdings, LLC Retirement Savings Plan and Trust in MN ($12M); by covered participants it is Laerdal Medical Corporation 401(k) Profit Sharing Plan in NY (460 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (460 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 Automotive Group 401(k) Plan assets move in 2023?
Koch Automotive Group 401(k) Plan grew sharply - up 28.6% during 2023, from $10M to $12M. Reported net income was $3M.
How have Koch Holdings Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Koch Holdings Inc.'s sponsor-wide assets grew 43.0%, from $10M to $14M.
Which 401(k) plans are similar in size to Koch Automotive Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Hutchinson Manufacturing Holdings, LLC Retirement Savings Plan and Trust in MN ($12M, 263 participants).
Which 401(k) plans cover a similar participant headcount to Koch Automotive Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Laerdal Medical Corporation 401(k) Profit Sharing Plan in NY (460 participants, $61M in assets).