401(k) · DOL Form 5500 · 2024
Kulzer, LLC 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 112
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $158,322
- Avg per participant Above avg balance/head
Official DOL plan name: Kulzer, LLC 401(k) Savings and Profit Sharing Plan · Sponsored by Kulzer, LLC · Indiana · Manufacturing
$18M in assets, 112 participants
Kulzer, LLC's Kulzer, LLC 401(k) Savings and Profit Sharing Plan reported $18M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #10,081 in Manufacturing (17,777 peers)
Coverage in Indiana
Kulzer, LLC 401(k) Savings and Profit Sharing Plan covers 112 participants in Indiana, about 21% of the average Indiana filer (state average ~541 per filing). Assets: $18M.
- #10,081
- in Manufacturing (17,777 peers)
- +8.4%
- assets growth YoY
Kulzer, LLC 401(k) Savings and Profit Sharing Plan's outsized position by total assets
Kulzer, LLC 401(k) Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,732,080 Top 32% higher than 68% 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
Kulzer, LLC 401(k) Savings and Profit Sharing 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. Kulzer, LLC 401(k) Savings and Profit Sharing Plan sits mid-pack in the medium band (112 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kulzer, LLC 401(k) Savings and Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Kulzer, LLC 401(k) Savings and Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Kulzer, LLC 401(k) Savings and Profit Sharing Plan reported participants fell from 122 in the plan year 2023 filing to 112 in the plan year 2024 filing.
DOL schedule card
Filing strip 263565526 · Kulzer, LLC PY 2024 · 401(k)
Kulzer, LLC 401(k) Savings and Profit Sharing Plan · $18M · 112 · 68th
- SCH $18M
- EBSA 112
- PART 68th
- TYPE 401(k)
- NET near Techtrans International 401(k) Plan
- BOOK ind #10081
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 Indiana →
Kulzer, LLC 401(k) Savings and Profit Sharing Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $1M |
| Employer EIN | 263565526 |
| Plan Effective Date | 2013-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kulzer, LLC)
Sponsor-wide plan assets over time
All Kulzer, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 26.387560874345372% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $14M |
| 2023 | 1 | 122 | $16M |
| 2024 | 1 | 112 | $18M |
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
Kulzer, LLC 401(k) Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Techtrans International 401(k) Plan in TX ($18M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Techtrans International 401(k) Plan (TX) $18M · 121
- Ivx Health 401(k) Plan (TN) $18M · 551
- Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust (NJ) $18M · 259
- Vaden Holding, Inc. 401(k) Profit Sharing Plan (GA) $18M · 537
Similar participant headcount
Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.
- Wiseway LLC 401(k) Profit Sharing Plan (KY) 112 · 0 off
- Ellicott Dredge Group Plan (WI) 112 · 0 off
- Cascade Auto Center 401(k) Plan (WA) 112 · 0 off
- Washman LLC 401(k) Plan (OR) 112 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.