401(k) · DOL Form 5500 · 2023

Kulzer, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
122
Participants Small participant base
69th
Percentile by assets National rank
$134,124
Avg per participant Near avg balance/head
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Official DOL plan name: Kulzer, LLC 401(k) Savings and Profit Sharing Plan · Sponsored by Kulzer, LLC · Indiana · Manufacturing

$16M in assets, 122 participants

Kulzer, LLC's Kulzer, LLC 401(k) Savings and Profit Sharing Plan reported $16M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,813 in Manufacturing (18,722 peers)

Coverage in Indiana

Kulzer, LLC 401(k) Savings and Profit Sharing Plan covers 122 participants in Indiana, about 23% of the average Indiana filer (state average ~541 per filing). Assets: $16M.

#10,813
in Manufacturing (18,722 peers)
+16.6%
assets growth YoY

Kulzer, LLC 401(k) Savings and Profit Sharing Plan's outsized position by total assets

Kulzer, LLC 401(k) Savings and Profit Sharing Plan vs every filed plan by assets

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

$16,363,095 Top 31% higher than 69% 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

Kulzer, LLC 401(k) Savings and Profit Sharing 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. Kulzer, LLC 401(k) Savings and Profit Sharing Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kulzer, LLC 401(k) Savings and Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kulzer, LLC 401(k) Savings and Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Kulzer, LLC 401(k) Savings and Profit Sharing Plan reported participants rose from 115 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 263565526 · Kulzer, LLC PY 2023 · 401(k)

Kulzer, LLC 401(k) Savings and Profit Sharing Plan · $16M · 122 · 69th

  • SCH $16M
  • SCH 122
  • SCH 69th
  • SCH 401(k)
  • SCH near Arylessence, Inc. 401(k) Profit Sharing Plan
  • SCH ind #10813

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 Manufacturing retirement plans → · Plans in Indiana →

Kulzer, LLC 401(k) Savings and Profit Sharing Plan in the asset neighbourhood

Kulzer, LLC 401(k) Savings and Profit Sharing PlanKulzer, LLC 401(k) Savings a…$16MArylessence, Inc. 401(k) Profit Sharing PlanArylessence, Inc. 401(k) Pro…$16MInspired Energy Profit Sharing & 401(k) PlanInspired Energy Profit Shari…$16MMayer, LLP 401(k) and Profit Sharing PlanMayer, LLP 401(k) and Profit…$16MLake County Press, Inc. Deferred Compensation PlanLake County Press, Inc. Defe…$16M
End-of-year total assets ($M) among Kulzer, LLC 401(k) Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN263565526
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kulzer, LLC)

Sponsor-wide plan assets over time

All Kulzer, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 26.387560874345372% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14M $17.7M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 115 $14M
2023 1 122 $16M
2024 1 112 $18M

Nearby 401(k) Plans in Indiana

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

Kulzer, LLC 401(k) Savings and Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Kulzer, LLC 401(k) Savings and Profit Sharing Plan, Total assets ($B): 0.016363095 · Participants: 122Kulzer, LLC 401(k) Savings and Profit Sharing 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
Kulzer, LLC 401(k) Savings and Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Kulzer, LLC 401(k) Savings and Profit Sharing Plan side-by-side with 3 peers →

Kulzer, LLC 401(k) Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Arylessence, Inc. 401(k) Profit Sharing Plan in GA ($16M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Kulzer, LLC 401(k) Savings and Profit Sharing Plan assets move in 2023? ▼
Kulzer, LLC 401(k) Savings and Profit Sharing Plan grew sharply - up 16.6% during 2023, from $14M to $16M. Reported net income was $2M.
How have Kulzer, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kulzer, LLC's sponsor-wide assets grew 26.4%, from $14M to $18M.
Which 401(k) plans are similar in size to Kulzer, LLC 401(k) Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arylessence, Inc. 401(k) Profit Sharing Plan in GA ($16M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Kulzer, LLC 401(k) Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 263565526.

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.