401(k) · DOL Form 5500 · 2024
The Koehler Organization 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 559
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $15,166
- Avg per participant Low balance/head
Official DOL plan name: The Koehler Organization 401(k) Plan · Sponsored by The Koehler Organization · South Dakota · Food Services & Accommodation
$8M in assets, 559 participants
The Koehler Organization's The Koehler Organization 401(k) Plan reported $8M in total assets and 559 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #3,026 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, The Koehler Organization 401(k) Plan ranks #3,026 of 3,672 2024 filers by assets (231% of the sector average)-$8M for 559 participants.
- #3,026
- in Food Services & Accommodation (3,672 peers)
- +17.6%
- assets growth YoY
The Koehler Organization 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers
The Koehler Organization 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,477,858 Top 48% higher than 52% 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
The Koehler Organization 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. The Koehler Organization 401(k) Plan sits mid-pack in the medium band (559 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Koehler Organization 401(k) Plan reported net income rose from $486K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The Koehler Organization 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- The Koehler Organization 401(k) Plan reported participants rose from 520 in the plan year 2023 filing to 559 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 470650251 · The Koehler Organization PY 2024 · 401(k)
The Koehler Organization 401(k) Plan · $8M · 559 · 52nd
- PCT $8M
- PCT 559
- PCT 52nd
- PCT 401(k)
- PCT near Kerola Group 401(k) Plan
- PCT ind #3026
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 Food Services & Accommodation retirement plans → · Plans in South Dakota →
The Koehler Organization 401(k) Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 470650251 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Koehler Organization)
Sponsor-wide plan assets over time
All The Koehler Organization plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 26.04812151254332% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 356 | $7M |
| 2023 | 1 | 520 | $7M |
| 2024 | 1 | 559 | $8M |
Nearby 401(k) Plans in South Dakota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Black Hills Corporation 401(k) Retirement Savings Plan $811M · 2,881
- Good Samaritan Society 401(k) Plan $278M · 12,199
- Poet 401(k) Plan $266M · 2,380
- Daktronics, Inc. 401(k) Plan $263M · 2,369
- Premier 401(k) Plan $241M · 1,821
The Koehler Organization 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside South Dakota, the nearest 401(k) by assets is Kerola Group 401(k) Plan in OH ($8M); by covered participants it is Ampersand 401(k) Plan in NY (559 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Kerola Group 401(k) Plan (OH) $8M · 249
- Avantia, Inc. 401(k) Plan (OH) $8M · 33
- Dana Augustine, Inc. 401(k) Plan (GA) $8M · 77
- Skin Cancer and Cosmetic Dermatology 401(k) Plan a (GA) $8M · 206
Similar participant headcount
Nearest other-state filings by covered participants (559 participants); asset peers above are excluded.
- Ampersand 401(k) Plan (NY) 559 · 0 off
- Encompass Digital Media 401(k) Plan (GA) 559 · 0 off
- Avem Business Solutions 401(k) Plan (OK) 559 · 0 off
- Ksm Business Services, Inc. 401(k) Plan (IN) 559 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.