401(k) · DOL Form 5500 · 2023

Kool Pak, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
111
Participants Small participant base
34th
Percentile by assets National rank
$24,635
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kool Pak Deferred Income Plan · Sponsored by Kool Pak, LLC · Oregon · Transportation & Warehousing

$3M in assets, 111 participants

Kool Pak, LLC's Kool Pak Deferred Income Plan reported $3M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,133 in Transportation & Warehousing (3,362 peers)

Coverage in Oregon

Kool Pak Deferred Income Plan covers 111 participants in Oregon, about 25% of the average Oregon filer (state average ~443 per filing). Assets: $3M.

#1,133
in Transportation & Warehousing (3,362 peers)
+18.0%
assets growth YoY

Kool Pak Deferred Income Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Kool Pak Deferred Income Plan vs every filed plan by assets

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

$2,734,520 34th percentile higher than 34% 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

Kool Pak Deferred Income Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kool Pak Deferred Income Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kool Pak Deferred Income Plan reported net income rose from -$433K in the plan year 2022 filing to $417K in the plan year 2023 filing.
  • Kool Pak Deferred Income Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kool Pak Deferred Income Plan reported participants fell from 116 in the plan year 2022 filing to 111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 200215577 · Kool Pak, LLC PY 2023 · 401(k)

Kool Pak Deferred Income Plan · $3M · 111 · 34th

  • EOY $3M
  • EOY 111
  • EOY 34th
  • EOY 401(k)
  • EOY near Goodlife Innovations 401(k) Plan
  • EOY ind #1133

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 Oregon →

Kool Pak Deferred Income Plan in the asset neighbourhood

Kool Pak Deferred Income Plan$3MGoodlife Innovations 401(k) PlanGoodlife Innovations 401(k) …$3MINTELITEK$3MPrestige Volvo 401(k) Plan$3MFirst National Bank of Hughes Springs Employees Savings PlanFirst National Bank of Hughe…$3M
End-of-year total assets ($M) among Kool Pak Deferred Income Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$417K
Employer EIN200215577
Plan Effective Date1967-07-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Kool Pak, LLC)

Sponsor-wide plan assets over time

All Kool Pak, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 18.01267165010675% vs 2022
2023 filing year
$2.2M$2.4M$2.6M$2.8M 20222023 $2.32M $2.73M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 116 $2M
2023 1 111 $3M

Nearby 401(k) Plans in Oregon

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

Kool Pak Deferred Income Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Kool Pak Deferred Income Plan, Total assets ($B): 0.00273452 · Participants: 111Kool Pak Deferred Income Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Kool Pak Deferred Income Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Kool Pak Deferred Income Plan side-by-side with 3 peers →

Kool Pak Deferred Income Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Goodlife Innovations 401(k) Plan in KS ($3M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Kool Pak Deferred Income Plan assets move in 2023? ▼
Kool Pak Deferred Income Plan grew sharply - up 18.0% during 2023, from $2M to $3M. Reported net income was $417K.
How have Kool Pak, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Kool Pak, LLC's sponsor-wide assets grew 18.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Kool Pak Deferred Income Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goodlife Innovations 401(k) Plan in KS ($3M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Kool Pak Deferred Income Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants, $3M 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 200215577.

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.