Defined Benefit (Pension) · DOL Form 5500 · 2024

Kohler Credit Union Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
128
Participants Small participant base
66th
Percentile by assets National rank
$124,506
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kohler Credit Union Defined Benefit Plan · Sponsored by Kohler Credit Union · Wisconsin · Finance & Insurance

$16M in assets, 128 participants

Kohler Credit Union's Kohler Credit Union Defined Benefit Plan reported $16M in total assets and 128 participants in its 2024 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.

  • #4,257 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Kohler Credit Union Defined Benefit Plan covers 128 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $16M.

#4,257
in Finance & Insurance (8,549 peers)
+8.0%
assets growth YoY

Kohler Credit Union Defined Benefit Plan's mid-pack asset rank among Finance & Insurance and all filers

Kohler Credit Union Defined Benefit Plan vs every filed plan by assets

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

$15,936,750 Top 34% higher than 66% 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 Defined Benefit 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. Kohler Credit Union Defined Benefit Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kohler Credit Union Defined Benefit Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Kohler Credit Union Defined Benefit Plan reported participants rose from 111 in the plan year 2023 filing to 128 in the plan year 2024 filing.
  • Kohler Credit Union Defined Benefit Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390402815 · Kohler Credit Union PY 2024 · Defined Benefit (Pension)

Kohler Credit Union Defined Benefit Plan · $16M · 128 · 66th

  • TYPE $16M
  • NET 128
  • BOOK 66th
  • VS-ST Defined Benefit (Pension)
  • BOY near Doctors Community Hospital Cash Balance Pension Plan and Trust
  • SCH ind #4257

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 Defined Benefit Plan in the asset neighbourhood

Oerlikon USA Holding, Inc. Pension PlanOerlikon USA Holding, Inc. P…$16MDoctors Community Hospital Cash Balance Pension Plan and TrustDoctors Community Hospital C…$16MKohler Credit Union Defined Benefit PlanKohler Credit Union Defined …$16MEnloe Medical Center Pension PlanEnloe Medical Center Pension…$16MColgate-Palmolive Puerto Rico Employees Retirement PlanColgate-Palmolive Puerto Ric…$16M
End-of-year total assets ($M) among Kohler Credit Union Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN390402815
Plan Effective Date1966-06-01
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 Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kohler Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Kohler Credit Union Defined Benefit Plan, Total assets ($B): 0.01593675 · Participants: 128Kohler Credit Union Defined Benefit PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Kohler Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Kohler Credit Union Defined Benefit Plan side-by-side with 3 peers →

Kohler Credit Union Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Doctors Community Hospital Cash Balance Pension Plan and Trust in MD ($16M); by covered participants it is Texas-New Mexico Power Company Pension Plan in NM (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Defined Benefit Plan assets move in 2024? ▼
Kohler Credit Union Defined Benefit Plan grew at a solid clip - up 8.0% during 2024, from $15M to $16M. Reported net income was $1M.
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 Defined Benefit (Pension) plans are similar in size to Kohler Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Doctors Community Hospital Cash Balance Pension Plan and Trust in MD ($16M, 263 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kohler Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Texas-New Mexico Power Company Pension Plan in NM (128 participants, $38M 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.