401(k) · DOL Form 5500 · 2023

Kugler Oil Company 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
108
Participants Small participant base
66th
Percentile by assets National rank
$130,492
Avg per participant Near avg balance/head
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Official DOL plan name: Kugler Company 401(k) Profit Sharing Plan · Sponsored by Kugler Oil Company · Nebraska · Manufacturing

$14M in assets, 108 participants

Kugler Oil Company's Kugler Company 401(k) Profit Sharing Plan reported $14M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #10,112 in Manufacturing (18,722 peers)

Coverage in Nebraska

Kugler Company 401(k) Profit Sharing Plan covers 108 participants in Nebraska, about 20% of the average Nebraska filer (state average ~552 per filing). Assets: $14M.

#10,112
in Manufacturing (18,722 peers)
+30.6%
assets growth YoY

Kugler Company 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Kugler Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,093,165 Top 34% higher than 66% 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

Kugler Company 401(k) Profit Sharing 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. Kugler Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kugler Company 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kugler Company 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Kugler Company 401(k) Profit Sharing Plan reported participants rose from 101 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 470461025 · Kugler Oil Company PY 2023 · 401(k)

Kugler Company 401(k) Profit Sharing Plan · $14M · 108 · 66th

  • PHOTO $14M
  • PHOTO 108
  • PHOTO 66th
  • PHOTO 401(k)
  • PHOTO near Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan
  • PHOTO ind #10112

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 Nebraska →

Kugler Company 401(k) Profit Sharing Plan in the asset neighbourhood

Kugler Company 401(k) Profit Sharing PlanKugler Company 401(k) Profit…$14MJulia Dyckman Andrus Memorial, Inc. 401(k) Retirement PlanJulia Dyckman Andrus Memoria…$14MCovation Savings Plan$14MBold Penguin 401(k) Plan$14MHumacyte Global 401(k) Plan$14M
End-of-year total assets ($M) among Kugler Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN470461025
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kugler Oil Company)

Sponsor-wide plan assets over time

All Kugler Oil Company plans reported in each filing year

Latest sponsor-wide plan assets
$15M 40.01157346276338% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.8M $15.1M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 101 $11M
2023 1 108 $14M
2024 1 114 $15M

Nearby 401(k) Plans in Nebraska

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

Kugler Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Kugler Company 401(k) Profit Sharing Plan, Total assets ($B): 0.014093165 · Participants: 108Kugler Company 401(k) Profit Sharing PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Kugler Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Kugler Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kugler Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan in NY ($14M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Kugler Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Kugler Company 401(k) Profit Sharing Plan surged - up 30.6% during 2023, from $11M to $14M. Reported net income was $3M.
How have Kugler Oil Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kugler Oil Company's sponsor-wide assets grew 40.0%, from $11M to $15M.
Which 401(k) plans are similar in size to Kugler Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan in NY ($14M, 420 participants).
Which 401(k) plans cover a similar participant headcount to Kugler Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 470461025.

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.