Defined Benefit (Pension) · DOL Form 5500 · 2023

Koch Companies, LLC Pension Plan

Data updated 2026-08-25

$1.5B
Total assets Very large vs avg
5,542
Participants Above avg headcount
99th
Percentile by assets National rank
$266,518
Avg per participant High balance/head
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Official DOL plan name: Koch Employees' Pension Plan · Sponsored by Koch Companies, LLC · Kansas · Manufacturing

$1.5B in assets, 5,542 participants

Koch Companies, LLC's Koch Employees' Pension Plan reported $1.5B in total assets and 5,542 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #18,388 in Manufacturing (18,722 peers)

Coverage in Kansas

Koch Employees' Pension Plan covers 5,542 participants in Kansas, 15x the typical Kansas plan (state average ~360 per filing). Assets: $1.5B.

#18,388
in Manufacturing (18,722 peers)
-7.3%
assets change YoY
15×
vs typical plan assets (national mean)

The plan reported a net loss of $117M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Koch Employees' Pension Plan's outsized position by total assets

Koch Employees' Pension Plan vs every filed plan by assets

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

$1,477,041,162 Top 1% higher than 99% 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 Employees' Pension 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 Employees' Pension Plan lands in the large band (5,542 participants).

Plan-year Form 5500 strip

Filing strip 992447784 · Koch Companies, LLC PY 2023 · Defined Benefit (Pension)

Koch Employees' Pension Plan · $1.5B · 5,542 · 99th

  • EIN $1.5B
  • RANK 5,542
  • PHOTO 99th
  • IND Defined Benefit (Pension)
  • EOY near SEIU Affiliates Officers and Employees Pension Plan
  • 5500 ind #18388

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 Kansas →

Koch Employees' Pension Plan in the asset neighbourhood

NECA-IBEW Pension Trust Fund$1.5BCleveland-Cliffs Steel Corporation Noncontributory Pension PlanCleveland-Cliffs Steel Corpo…$1.5BMedtronic Retirement Plan$1.5BKoch Employees' Pension Plan$1.5BSEIU Affiliates Officers and Employees Pension PlanSEIU Affiliates Officers and…$1.5B
End-of-year total assets ($B) among Koch Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)$1.6B
Net Assets (End of Year)$1.5B
Net Income-$117M
Employer EIN992447784
Plan Effective Date1947-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koch Companies, LLC)

Sponsor-wide plan assets over time

All Koch Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5.7B 7.104532978011961% vs 2023
2024 filing year
$5.2B$5.4B$5.6B$5.8B 20232024 $5.35B $5.73B ▲ +7.1%
Year Plans Participants Total Assets
2023 2 17,453 $5.3B
2024 2 16,467 $5.7B

Nearby Defined Benefit (Pension) Plans in Kansas

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

Koch Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 00.511.52 Total assets ($B) Participants Koch Employees' Pension Plan, Total assets ($B): 1.477041162 · Participants: 5542Koch Employees' Pension PlanSprint Retirement Pension Plan, Total assets ($B): 1.270759544 · Participants: 3592Sprint Retirement Pension PlanInvista Pension Plan for Certain Grandfathered Employees, Total assets ($B): 0.394870358 · Participants: 0Invista Pension Plan for Certain Grandfathered EmployeesNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc., Total assets ($B): 0.287846688 · Participants: 502Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc.Roadway LLC Pension Plan, Total assets ($B): 0.192952558 · Participants: 290Roadway LLC Pension PlanYellow Corporation Pension Plan, Total assets ($B): 0.182476129 · Participants: 252Yellow Corporation Pension Plan
Koch Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Kansas, assets vs. participants
Compare Koch Employees' Pension Plan side-by-side with 3 peers →

Koch Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kansas, the nearest Defined Benefit (Pension) by assets is SEIU Affiliates Officers and Employees Pension Plan in DC ($1.5B); by covered participants it is Hawaii Pacific Health Retirement Plan in HI (5,550 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.5B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,542 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 Employees' Pension Plan assets move in 2023? ▼
Koch Employees' Pension Plan pulled back noticeably - down 7.3% during 2023, from $1.6B to $1.5B. Reported net income was -$117M.
How have Koch Companies, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Koch Companies, LLC's sponsor-wide assets grew 7.1%, from $5.3B to $5.7B.
Where does Koch Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Koch Employees' Pension Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Koch Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is SEIU Affiliates Officers and Employees Pension Plan in DC ($1.5B, 8,555 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Koch Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hawaii Pacific Health Retirement Plan in HI (5,550 participants, $452M 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 992447784.

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.