401(k) · DOL Form 5500 · 2024

Llb Investments, LLC Dba Korth Transfer 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
104
Participants Small participant base
43rd
Percentile by assets National rank
$51,911
Avg per participant Low balance/head
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Official DOL plan name: Korth Transfer 401(k) Plan · Sponsored by Llb Investments, LLC Dba Korth Transfer · Wisconsin · Transportation & Warehousing

$5M in assets, 104 participants

Llb Investments, LLC Dba Korth Transfer's Korth Transfer 401(k) Plan reported $5M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,463 in Transportation & Warehousing (3,299 peers)

Coverage in Wisconsin

Korth Transfer 401(k) Plan covers 104 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#1,463
in Transportation & Warehousing (3,299 peers)
+12.3%
assets growth YoY

Korth Transfer 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Korth Transfer 401(k) Plan vs every filed plan by assets

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

$5,398,711 43rd percentile higher than 43% 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

Korth Transfer 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. Korth Transfer 401(k) Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Korth Transfer 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $591K in the plan year 2024 filing.
  • Korth Transfer 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Korth Transfer 401(k) Plan reported participants rose from 97 in the plan year 2023 filing to 104 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 721564480 · Llb Investments, LLC Dba Korth Transfer PY 2024 · 401(k)

Korth Transfer 401(k) Plan · $5M · 104 · 43rd

  • EOY $5M
  • EOY 104
  • EOY 43rd
  • EOY 401(k)
  • EOY near The Online Information Services 401(k) Plan
  • EOY ind #1463

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

Korth Transfer 401(k) Plan in the asset neighbourhood

Korth Transfer 401(k) Plan$5MThe Online Information Services 401(k) PlanThe Online Information Servi…$5MLansdowne - Moody Company LP 401(k) Profit Sharing PlanLansdowne - Moody Company LP…$5MKnott Mechanical, Inc. 401(k) Profit Sharing Plan and TrustKnott Mechanical, Inc. 401(k…$5MTskp Studio, LLC 401(k) Plan$5M
End-of-year total assets ($M) among Korth Transfer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$591K
Employer EIN721564480
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Llb Investments, LLC Dba Korth Transfer)

Sponsor-wide plan assets over time

All Llb Investments, LLC Dba Korth Transfer plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.305961204384992% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.24M $5.4M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 122 $4M
2023 1 97 $5M
2024 1 104 $5M

Nearby 401(k) Plans in Wisconsin

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

Korth Transfer 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Korth Transfer 401(k) Plan, Total assets ($B): 0.005398711 · Participants: 104Korth Transfer 401(k) PlanAdvocate 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
Korth Transfer 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Korth Transfer 401(k) Plan side-by-side with 3 peers →

Korth Transfer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Online Information Services 401(k) Plan in NC ($5M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Korth Transfer 401(k) Plan assets move in 2024? ▼
Korth Transfer 401(k) Plan grew at a solid clip - up 12.3% during 2024, from $5M to $5M. Reported net income was $591K.
How have Llb Investments, LLC Dba Korth Transfer plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Llb Investments, LLC Dba Korth Transfer's sponsor-wide assets grew 27.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Korth Transfer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Online Information Services 401(k) Plan in NC ($5M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Korth Transfer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 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 721564480.

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.