401(k) · DOL Form 5500 · 2024

Kohler Credit Union 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
135
Participants Small participant base
51st
Percentile by assets National rank
$60,164
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kohler Credit Union 401(k) Plan and Trust · Sponsored by Kohler Credit Union · Wisconsin · Finance & Insurance

$8M in assets, 135 participants

Kohler Credit Union's Kohler Credit Union 401(k) Plan and Trust reported $8M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,046 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Kohler Credit Union 401(k) Plan and Trust covers 135 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#3,046
in Finance & Insurance (8,549 peers)
+28.4%
assets growth YoY

Kohler Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Kohler Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$8,122,196 Top 49% higher than 51% 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

Kohler Credit Union 401(k) Plan and Trust 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. Kohler Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kohler Credit Union 401(k) Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Kohler Credit Union 401(k) Plan and Trust reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Kohler Credit Union 401(k) Plan and Trust reported participants rose from 126 in the plan year 2023 filing to 135 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390402815 · Kohler Credit Union PY 2024 · 401(k)

Kohler Credit Union 401(k) Plan and Trust · $8M · 135 · 51st

  • TYPE $8M
  • TYPE 135
  • TYPE 51st
  • TYPE 401(k)
  • TYPE near Rootstock Software 401(k) Retirement Plan
  • TYPE ind #3046

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Kohler Credit Union 401(k) Plan and Trust in the asset neighbourhood

Kohler Credit Union 401(k) Plan and TrustKohler Credit Union 401(k) P…$8MRootstock Software 401(k) Retirement PlanRootstock Software 401(k) Re…$8MEichelberger Farms, Inc. 401(k) PlanEichelberger Farms, Inc. 401…$8MMike Young Buick Gmc 401(k) PlanMike Young Buick Gmc 401(k) …$8MHfw Profit Sharing Plan$8M
End-of-year total assets ($M) among Kohler Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN390402815
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kohler Credit Union)

Sponsor-wide plan assets over time

All Kohler Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$24M 36.75583886614325% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.6M $24.1M ▲ +36.8%
Year Plans Participants Total Assets
2022 2 218 $18M
2023 2 237 $21M
2024 2 263 $24M

Nearby 401(k) Plans in Wisconsin

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

Kohler Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Kohler Credit Union 401(k) Plan and Trust, Total assets ($B): 0.008122196 · Participants: 135Kohler Credit Union 401(k) Plan and TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Kohler Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Kohler Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Kohler Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Rootstock Software 401(k) Retirement Plan in CA ($8M); by covered participants it is Ahold Delhaize USA 401(k) Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Kohler Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Kohler Credit Union 401(k) Plan and Trust grew sharply - up 28.4% during 2024, from $6M to $8M. Reported net income was $2M.
How have Kohler Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kohler Credit Union's sponsor-wide assets grew 36.8%, from $18M to $24M.
Which 401(k) plans are similar in size to Kohler Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rootstock Software 401(k) Retirement Plan in CA ($8M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Kohler Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Delhaize USA 401(k) Plan in MA (135 participants, N/A 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 390402815.

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.