401(k) · DOL Form 5500 · 2024

Koetter Woodworking, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
280
Participants Below avg headcount
76th
Percentile by assets National rank
$101,601
Avg per participant Below avg balance/head
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Official DOL plan name: Koetter Woodworking, Inc. 401(k) Plan · Sponsored by Koetter Woodworking, Inc. · Indiana · Construction

$28M in assets, 280 participants

Koetter Woodworking, Inc.'s Koetter Woodworking, Inc. 401(k) Plan reported $28M in total assets and 280 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,787 in Construction (9,039 peers)

Where Koetter Woodworking, Inc. 401(k) Plan sits by assets

Koetter Woodworking, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 280 participants (~$101,601/participant), up 12.7% in 2024.

#6,787
in Construction (9,039 peers)
+12.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Koetter Woodworking, Inc. 401(k) Plan's outsized position by total assets

Koetter Woodworking, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$28,448,230 Top 24% higher than 76% of 123,620 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 2024

Koetter Woodworking, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koetter Woodworking, Inc. 401(k) Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Koetter Woodworking, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Koetter Woodworking, Inc. 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Koetter Woodworking, Inc. 401(k) Plan reported participants rose from 265 in the plan year 2023 filing to 280 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 351420041 · Koetter Woodworking, Inc. PY 2024 · 401(k)

Koetter Woodworking, Inc. 401(k) Plan · $28M · 280 · 76th

  • EBSA $28M
  • EBSA 280
  • EBSA 76th
  • EBSA 401(k)
  • EBSA near Thermo System LLC 401(k) Profit Sharing Plan and Trust
  • EBSA ind #6787

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 Construction retirement plans → · Plans in Indiana →

Koetter Woodworking, Inc. 401(k) Plan in the asset neighbourhood

Koetter Woodworking, Inc. 401(k) PlanKoetter Woodworking, Inc. 40…$28MThermo System LLC 401(k) Profit Sharing Plan and TrustThermo System LLC 401(k) Pro…$28MCimarron Energy, Inc. Savings and Investment PlanCimarron Energy, Inc. Saving…$28MPersonify Corporation 401(k) PlanPersonify Corporation 401(k)…$28MDick Smith Automotive Group 401(k) Profit Sharing PlanDick Smith Automotive Group …$28M
End-of-year total assets ($M) among Koetter Woodworking, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN351420041
Plan Effective Date2001-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koetter Woodworking, Inc.)

Sponsor-wide plan assets over time

All Koetter Woodworking, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 33.21633604560562% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21.4M $28.5M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 263 $21M
2023 1 265 $25M
2024 1 280 $28M

Nearby 401(k) Plans in Indiana

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

Koetter Woodworking, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Koetter Woodworking, Inc. 401(k) Plan, Total assets ($B): 0.02844823 · Participants: 280Koetter Woodworking, Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Koetter Woodworking, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Koetter Woodworking, Inc. 401(k) Plan side-by-side with 3 peers →

Koetter Woodworking, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Thermo System LLC 401(k) Profit Sharing Plan and Trust in NJ ($28M); by covered participants it is T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan in PA (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Koetter Woodworking, Inc. 401(k) Plan assets move in 2024? ▼
Koetter Woodworking, Inc. 401(k) Plan grew at a solid clip - up 12.7% during 2024, from $25M to $28M. Reported net income was $3M.
How have Koetter Woodworking, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koetter Woodworking, Inc.'s sponsor-wide assets grew 33.2%, from $21M to $28M.
Where does Koetter Woodworking, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Koetter Woodworking, Inc. 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Koetter Woodworking, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thermo System LLC 401(k) Profit Sharing Plan and Trust in NJ ($28M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Koetter Woodworking, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan in PA (280 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351420041.

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.