401(k) · DOL Form 5500 · 2023

Stan Koch & Sons Trucking, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
1,612
Participants Near avg headcount
86th
Percentile by assets National rank
$33,221
Avg per participant Low balance/head
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Official DOL plan name: Koch Companies 401(k) Retirement Savings Plan · Sponsored by Stan Koch & Sons Trucking, Inc. · Minnesota · Transportation & Warehousing

$54M in assets, 1,612 participants

Stan Koch & Sons Trucking, Inc.'s Koch Companies 401(k) Retirement Savings Plan reported $54M in total assets and 1,612 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,830 in Transportation & Warehousing (3,362 peers)

Where Koch Companies 401(k) Retirement Savings Plan sits by assets

Koch Companies 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $54M for 1,612 participants (~$33,221/participant), up 16.3% in 2023.

#2,830
in Transportation & Warehousing (3,362 peers)
+16.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Koch Companies 401(k) Retirement Savings Plan's outsized position by total assets

Koch Companies 401(k) Retirement Savings Plan vs every filed plan by assets

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

$53,552,510 Top 14% higher than 86% 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) Retirement Savings 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) Retirement Savings Plan lands in the large band (1,612 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Koch Companies 401(k) Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Koch Companies 401(k) Retirement Savings Plan end-of-year assets rose from $46M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Koch Companies 401(k) Retirement Savings Plan reported participants rose from 1,414 in the plan year 2022 filing to 1,612 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411338292 · Stan Koch & Sons Trucking, Inc. PY 2023 · 401(k)

Koch Companies 401(k) Retirement Savings Plan · $54M · 1,612 · 86th

  • 5500 $54M
  • ASSETS 1,612
  • PCT 86th
  • EIN 401(k)
  • RANK near Regenxbio Inc 401(k) Plan
  • PHOTO ind #2830

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 Transportation & Warehousing retirement plans → · Plans in Minnesota →

Koch Companies 401(k) Retirement Savings Plan in the asset neighbourhood

Brady Services Holdings, Inc.$54MKoch Companies 401(k) Retirement Savings PlanKoch Companies 401(k) Retire…$54MRegenxbio Inc 401(k) Plan$54MThe Pampered Chef 401(k) Plan$54M9dot 401(k) Plan$54M
End-of-year total assets ($M) among Koch Companies 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$54M
Net Income$8M
Employer EIN411338292
Plan Effective Date1994-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Stan Koch & Sons Trucking, Inc.)

Sponsor-wide plan assets over time

All Stan Koch & Sons Trucking, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 16.29945486669884% vs 2022
2023 filing year
$45M$50M$55M 20222023 $46.1M $53.6M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 1,414 $46M
2023 1 1,612 $54M

Nearby 401(k) Plans in Minnesota

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

Koch Companies 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Koch Companies 401(k) Retirement Savings Plan, Total assets ($B): 0.05355251 · Participants: 1612Koch Companies 401(k) Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Koch Companies 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Koch Companies 401(k) Retirement Savings Plan side-by-side with 3 peers →

Koch Companies 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Regenxbio Inc 401(k) Plan in MD ($54M); by covered participants it is Hachette Book Group, Inc. 401(k) Plan in NY (1,612 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,612 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) Retirement Savings Plan assets move in 2023? ▼
Koch Companies 401(k) Retirement Savings Plan grew sharply - up 16.3% during 2023, from $46M to $54M. Reported net income was $8M.
How have Stan Koch & Sons Trucking, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Stan Koch & Sons Trucking, Inc.'s sponsor-wide assets grew 16.3%, from $46M to $54M.
Where does Koch Companies 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Koch Companies 401(k) Retirement Savings Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Koch Companies 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Regenxbio Inc 401(k) Plan in MD ($54M, 395 participants).
Which 401(k) plans cover a similar participant headcount to Koch Companies 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hachette Book Group, Inc. 401(k) Plan in NY (1,612 participants, $253M 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 411338292.

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.