401(k) · DOL Form 5500 · 2023
Kohler Co. & Subsidiaries 401(k) Plan
Data updated 2026-08-25
- $326M
- Total assets Above avg plan size
- 6,397
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $51,018
- Avg per participant Low balance/head
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.
- #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.
- #17,639
- in Manufacturing (18,722 peers)
- +9.9%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Kohler Co. 401(k) Savings Plan's outsized position by total assets
Kohler Co. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$326,359,000 Top 4% higher than 96% 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
Kohler Co. 401(k) 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. Kohler Co. 401(k) Savings Plan lands in the large band (6,397 participants).
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.
Plan-year Form 5500 strip
Filing strip 390402810 · Kohler Co. & Subsidiaries PY 2023 · 401(k)
Kohler Co. 401(k) Savings Plan · $326M · 6,397 · 96th
- EBSA $326M
- PART 6,397
- TYPE 96th
- NET 401(k)
- BOOK near Amsi 401(k) Plan
- VS-ST ind #17639
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 Wisconsin →
Kohler Co. 401(k) Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Kohler Co. & Subsidiaries plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.8B 12.196773920080787% vs 2022
- 2024 filing year
| 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.
- 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)
Kohler Co. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Amsi 401(k) Plan in FL ($326M); by covered participants it is Dsv 401(k) Plan in NJ (6,395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($326M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,397 participants); asset peers above are excluded.
- Dsv 401(k) Plan (NJ) 6,395 · 2 off
- Parts Authority LLC Profit Share/401(k) Plan (NY) 6,394 · 3 off
- Inland Empire IBEW-NECA Defined Contribution Plan (PA) 6,400 · 3 off
- Resourcing Edge Retirement Savings Plan (TX) 6,401 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.