401(k) · DOL Form 5500 · 2023
Kohler Co. & Subsidiaries 401(k) Plan
Data updated 2026-08-11
- $326M
- Total assets
- 6,397
- Participants
- 96th
- Percentile by assets
- $51,018
- Avg per participant
Official DOL plan name: Kohler Co. 401(k) Savings Plan · Sponsored by Kohler Co. & Subsidiaries · Wisconsin · Manufacturing
$326M in assets, 6,397 participants
Kohler Co. & Subsidiaries's Kohler Co. 401(k) Savings Plan reported $326M in total assets and 6,397 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #17,639 in Manufacturing (18,722 peers)
Coverage in Wisconsin
Kohler Co. 401(k) Savings Plan covers 6,397 participants in Wisconsin, 11x the typical Wisconsin plan (state average ~563 per filing). Assets: $326M.
- $326M
- total plan assets (2023 EOY)
- 6,397
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $51,018
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kohler Co. 401(k) Savings Plan reported net income rose from -$60M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Kohler Co. 401(k) Savings Plan end-of-year assets rose from $297M in the plan year 2022 filing to $326M in the plan year 2023 filing.
- Kohler Co. 401(k) Savings Plan reported participants fell from 6,729 in the plan year 2022 filing to 6,397 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Kohler Co. 401(k) Savings Plan reports 6,397 participants - 11x that state average ($326M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $297M |
|---|---|
| Net Assets (End of Year) | $326M |
| Net Income | $29M |
| Employer EIN | 390402810 |
| Plan Effective Date | 1985-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kohler Co. & Subsidiaries)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 19,365 | $2.5B |
| 2023 | 3 | 20,855 | $2.8B |
| 2024 | 3 | 20,081 | $2.8B |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Kohler Co. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Scale composition for Kohler Co. 401(k) Savings Plan
Kohler Co. 401(k) Savings Plan reports $326M in end-of-year assets across 6,397 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $51,018 per participant (37% of the national average assets-per-participant) . Net income for plan year 2023 was $29M.
This plan identity (EIN 390402810, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $297M to $264M (-11.2%) while covered participants moved from 6,729 to 5,995 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,729 | $297M | Open filing |
| 2023 | 6,397 | $326M | This page |
| 2024 · index core | 5,995 | $264M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Kohler Co. Pension Plan (Defined Benefit (Pension), $1.7B, 9,560 participants)
- Kohler Co. 401(k) Savings Plan for Administrative Associates (401(k), $781M, 4,526 participants)
- Kohler Co. 401(k) Savings Plan (401(k), $264M, 5,995 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kohler Co. 401(k) Savings Plan by total assets, not by location.
- Amsi 401(k) Plan (FL) $326M · 11,645
- Aya Healthcare Services, Inc 401(k) Plan (CA) $326M · 47,042
- Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features (OK) $326M · 1,977
- Mauser Packaging Solutions 401(k) Plan (GA) $327M · 5,540
Frequently Asked Questions
How did Kohler Co. 401(k) Savings Plan assets move in 2023? ▼
How have Kohler Co. & Subsidiaries plan assets changed over time? ▼
Where does Kohler Co. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Kohler Co. 401(k) Savings Plan? ▼
Next read for Kohler Co. 401(k) Savings Plan
Filing takeaways
Ways to act on Kohler Co. 401(k) Savings Plan's numbers.
- By total assets, Kohler Co. 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Kohler Co. & Subsidiaries's sponsor-wide assets have grown 12.2% since 2022 across 3 plan years on file. More Manufacturing plans