401(k) · DOL Form 5500 · 2024

Kokatat, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
119
Participants Small participant base
40th
Percentile by assets National rank
$38,119
Avg per participant Low balance/head
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Official DOL plan name: Kokatat, Inc. 401(k) Plan · Sponsored by Kokatat, Inc. · California · Manufacturing

$5M in assets, 119 participants

Kokatat, Inc.'s Kokatat, Inc. 401(k) Plan reported $5M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,144 in Manufacturing (17,777 peers)

Coverage in California

Kokatat, Inc. 401(k) Plan covers 119 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $5M.

#4,144
in Manufacturing (17,777 peers)
-23.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kokatat, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Kokatat, Inc. 401(k) Plan vs every filed plan by assets

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

$4,536,207 40th percentile higher than 40% 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

Kokatat, Inc. 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. Kokatat, Inc. 401(k) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kokatat, Inc. 401(k) Plan reported net income fell from $546K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Kokatat, Inc. 401(k) Plan end-of-year assets fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Kokatat, Inc. 401(k) Plan reported participants fell from 145 in the plan year 2023 filing to 119 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942844025 · Kokatat, Inc. PY 2024 · 401(k)

Kokatat, Inc. 401(k) Plan · $5M · 119 · 40th

  • PART $5M
  • TYPE 119
  • NET 40th
  • BOOK 401(k)
  • VS-ST near Vic Technology Venture Development, LLC 401(k) Profit Sharing Plan
  • BOY ind #4144

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 California →

Kokatat, Inc. 401(k) Plan in the asset neighbourhood

Kokatat, Inc. 401(k) Plan$5MVic Technology Venture Development, LLC 401(k) Profit Sharing PlanVic Technology Venture Devel…$5MCalnet 401(k) Plan$5MArizona Charter Solutions 401(k) PlanArizona Charter Solutions 40…$5MHalgene Watch, Ltd Retirement PlanHalgene Watch, Ltd Retiremen…$5M
End-of-year total assets ($M) among Kokatat, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN942844025
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kokatat, Inc.)

Sponsor-wide plan assets over time

All Kokatat, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 16.157671832887832% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.41M $4.54M ▼ -16.1%
Year Plans Participants Total Assets
2022 1 127 $5M
2023 1 145 $6M
2024 1 119 $5M

Nearby 401(k) Plans in California

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

Kokatat, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kokatat, Inc. 401(k) Plan, Total assets ($B): 0.004536207 · Participants: 119Kokatat, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Kokatat, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Kokatat, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vic Technology Venture Development, LLC 401(k) Profit Sharing Plan in AR ($5M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Kokatat, Inc. 401(k) Plan assets move in 2024?
Kokatat, Inc. 401(k) Plan declined sharply - down 23.3% during 2024, from $6M to $5M. Reported net income was -$1M.
How have Kokatat, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kokatat, Inc.'s sponsor-wide assets declined 16.2%, from $5M to $5M.
Which 401(k) plans are similar in size to Kokatat, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Vic Technology Venture Development, LLC 401(k) Profit Sharing Plan in AR ($5M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Kokatat, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 participants, N/A in assets).