401(k) · DOL Form 5500 · 2024
Koch Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $284M
- Total assets Near avg plan size
- 2,610
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $109,002
- Avg per participant Below avg balance/head
Official DOL plan name: Koch Companies 401(k) Plan · Sponsored by Koch Enterprises, Inc. · Indiana · Management of Enterprises
$284M in assets, 2,610 participants
Koch Enterprises, Inc.'s Koch Companies 401(k) Plan reported $284M in total assets and 2,610 participants in its 2024 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.
- #985 in Management of Enterprises (1,133 peers)
Coverage in Indiana
Koch Companies 401(k) Plan covers 2,610 participants in Indiana, 4.8x the typical Indiana plan (state average ~541 per filing). Assets: $284M.
- #985
- in Management of Enterprises (1,133 peers)
- +13.1%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
Koch Companies 401(k) Plan's outsized position by total assets
Koch Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$284,495,571 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Koch Companies 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koch Companies 401(k) Plan lands in the large band (2,610 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Koch Companies 401(k) Plan reported net income fell from $44M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Koch Companies 401(k) Plan end-of-year assets rose from $252M in the plan year 2023 filing to $284M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 350447300 · Koch Enterprises, Inc. PY 2024 · 401(k)
Koch Companies 401(k) Plan · $284M · 2,610 · 96th
- VS-ST $284M
- VS-ST 2,610
- VS-ST 96th
- VS-ST 401(k)
- VS-ST near Sensient Technologies Corporation Savings Plan
- VS-ST ind #985
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 Management of Enterprises retirement plans → · Plans in Indiana →
Koch Companies 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $252M |
|---|---|
| Net Assets (End of Year) | $284M |
| Net Income | $33M |
| Employer EIN | 350447300 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Koch Enterprises, Inc.)
Sponsor-wide plan assets over time
All Koch Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $284M 37.97628597391796% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,406 | $206M |
| 2023 | 1 | 2,612 | $252M |
| 2024 | 1 | 2,610 | $284M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Koch Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Sensient Technologies Corporation Savings Plan in WI ($284M); by covered participants it is Gibson, Dunn & Crutcher LLP Retirement Plan in CA (2,610 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($284M here).
- Sensient Technologies Corporation Savings Plan (WI) $284M · 1,703
- Charlotte Pipe and Foundry Company 401(k) Retirement Savings Plan (NC) $284M · 1,766
- Willscot 401(k) Plan (AZ) $285M · 4,627
- Richards, Layton & Finger, P.a. Retirement & Savings Plan (DE) $285M · 286
Similar participant headcount
Nearest other-state filings by covered participants (2,610 participants); asset peers above are excluded.
- Gibson, Dunn & Crutcher LLP Retirement Plan (CA) 2,610 · 0 off
- Atlantic Aviation Fbo Inc. 401(k) Plan (TX) 2,607 · 3 off
- Pcrk Services Company, LLC 401(k) Plan (AZ) 2,613 · 3 off
- Boar's Head Provisions Co., Inc. 401(k) and Profit Sharing Plan (FL) 2,613 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.