401(k) · DOL Form 5500 · 2024

Kodiak Group, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
40
Participants Small participant base
57th
Percentile by assets National rank
$268,395
Avg per participant High balance/head
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Official DOL plan name: Kodiak Group, LLC 401(k) Plan · Sponsored by Kodiak Group, LLC · Michigan · Professional & Technical Services

$11M in assets, 40 participants

Kodiak Group, LLC's Kodiak Group, LLC 401(k) Plan reported $11M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,222 in Professional & Technical Services (20,173 peers)

Kodiak Group, LLC multi-year trail

Kodiak Group, LLC's plans moved +34.1% in assets from 2022 to 2024; this filing shows Kodiak Group, LLC 401(k) Plan at $11M / 40 participants.

#11,222
in Professional & Technical Services (20,173 peers)
+25.2%
assets growth YoY

Kodiak Group, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kodiak Group, LLC 401(k) Plan vs every filed plan by assets

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

$10,735,800 Top 43% higher than 57% 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

Kodiak Group, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kodiak Group, LLC 401(k) Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kodiak Group, LLC 401(k) Plan reported net income rose from $573K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Kodiak Group, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Kodiak Group, LLC 401(k) Plan reported participants rose from 36 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 030465741 · Kodiak Group, LLC PY 2024 · 401(k)

Kodiak Group, LLC 401(k) Plan · $11M · 40 · 57th

  • ASSETS $11M
  • ASSETS 40
  • ASSETS 57th
  • ASSETS 401(k)
  • ASSETS near Brightinsight, Inc. Retirement Savings Plan
  • ASSETS ind #11222

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Kodiak Group, LLC 401(k) Plan in the asset neighbourhood

Kodiak Group, LLC 401(k) Plan$11MBrightinsight, Inc. Retirement Savings PlanBrightinsight, Inc. Retireme…$11MBlack Mountain Management, LLC 401(k)Black Mountain Management, L…$11MFahef, Inc. 401(k) Plan$11MBeecher, Field, Walker, Morris, Hoffman & Johnson 401(k) PlanBeecher, Field, Walker, Morr…$11M
End-of-year total assets ($M) among Kodiak Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kodiak Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Kodiak Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 34.125223270310215% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8M $10.7M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 30 $8M
2023 1 36 $9M
2024 1 40 $11M

Kodiak Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN030465741
Plan Effective Date2003-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Kodiak Group, LLC 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Kodiak Group, LLC 401(k) Plan, Total assets ($B): 0.0107358 · Participants: 40Kodiak Group, LLC 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Kodiak Group, LLC 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Kodiak Group, LLC 401(k) Plan side-by-side with 3 peers →

Kodiak Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Brightinsight, Inc. Retirement Savings Plan in CA ($11M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Kodiak Group, LLC 401(k) Plan assets move in 2024? ▼
Kodiak Group, LLC 401(k) Plan grew sharply - up 25.2% during 2024, from $9M to $11M. Reported net income was $2M.
How have Kodiak Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kodiak Group, LLC's sponsor-wide assets grew 34.1%, from $8M to $11M.
Which 401(k) plans are similar in size to Kodiak Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brightinsight, Inc. Retirement Savings Plan in CA ($11M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Kodiak Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants, $982K 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 030465741.

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.