401(k) · DOL Form 5500 · 2023

Koch Companies, LLC 401(k) Plan

Data updated 2026-08-25

$3.9B
Total assets Very large vs avg: 11,911
Participants Very large workforce: 100th
Percentile by assets National rank: $324,919
Avg per participant High balance/head

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Official DOL plan name: Koch Employees' Savings Plan · Sponsored by Koch Companies, LLC · Kansas · Manufacturing

$3.9B in assets, 11,911 participants

Koch Companies, LLC's Koch Employees' Savings Plan reported $3.9B in total assets and 11,911 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

#18,587 in Manufacturing (18,722 peers)

Coverage in Kansas

Koch Employees' Savings Plan covers 11,911 participants in Kansas, 33x the typical Kansas plan (state average ~360 per filing). Assets: $3.9B.

#18,587
in Manufacturing (18,722 peers): +12.7%
assets growth YoY: 39×
vs typical plan assets (national mean)

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

Koch Employees' Savings Plan vs every filed plan by assets

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

$3,870,107,696 Highest reported value at or above every one of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Koch Employees' Savings Plan's mega-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' Savings Plan is a mega filing (11,911 participants), the rightmost band on the breakdown.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 992447784 · Koch Companies, LLC PY 2023 · 401(k)

Koch Employees' Savings Plan · $3.9B · 11,911 · 100th

EOY $3.9B
EOY 11,911
EOY 100th
EOY 401(k)
EOY near Laboratory Corporation of America Holdings 401(k) Savings Plan
EOY ind #18587

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 →

End-of-year total assets ($B) among Koch Employees' Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)	$3.4B
Net Assets (End of Year)	$3.9B
Net Income	$482M
Employer EIN	992447784
Plan Effective Date	1967-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Koch Companies, LLC)

Latest sponsor-wide plan assets: $5.7B 7.104532978011961% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	2	17,453	$5.3B
2024	2	16,467	$5.7B

Nearby 401(k) Plans in Kansas

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

Koch Employees' Savings Plan vs. nearby 401(k) plans in Kansas, assets vs. participants

Performance Contracting Group, Inc. ESOP/401(k) Plan $2.9B · 1,223
Black & Veatch Retirement Program $2.7B · 6,890
Garmin International, Inc. Retirement Plan $1.8B · 6,332
Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,704
The Terracon 401(k) and ESOP Plan $877M · 5,896

Compare Koch Employees' Savings Plan side-by-side with 3 peers →

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

Outside Kansas, the nearest 401(k) by assets is Laboratory Corporation of America Holdings 401(k) Savings Plan in NC ($3.9B); by covered participants it is Saber Healthcare 401(k) Profit Sharing Plan in OH (11,915 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.9B here).

Laboratory Corporation of America Holdings 401(k) Savings Plan (NC) $3.9B · 50,826
Analog Devices, Inc. the Investment Partnership Plan (MA) $3.9B · 6,716
St. Joseph and Covenant Health Systems 401(k) Plan (WA) $3.9B · 28,968
Iu Health 401(k) Savings Plan (IN) $3.9B · 38,575

Similar participant headcount

Nearest other-state filings by covered participants (11,911 participants); asset peers above are excluded.

Saber Healthcare 401(k) Profit Sharing Plan (OH) 11,915 · 4 off
Republic National 401(k) Plan (GA) 11,918 · 7 off
Decisionhr Retirement Savings Plan (FL) 11,933 · 22 off
Staples US Retail 401(k) Retirement Plan (MA) 11,937 · 26 off

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' Savings Plan assets move in 2023? ▼

Koch Employees' Savings Plan grew at a solid clip - up 12.7% during 2023, from $3.4B to $3.9B. Reported net income was $482M.

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' Savings Plan rank by assets among Form 5500 filers? ▼

Koch Employees' Savings Plan ranks in the 100th 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 401(k) plans are similar in size to Koch Employees' Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Laboratory Corporation of America Holdings 401(k) Savings Plan in NC ($3.9B, 50,826 participants).

Which 401(k) plans cover a similar participant headcount to Koch Employees' Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Saber Healthcare 401(k) Profit Sharing Plan in OH (11,915 participants, $60M 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.