401(k) · DOL Form 5500 · 2024

Koch Services, Inc. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size: 1,435
Participants Near avg headcount: 86th
Percentile by assets National rank: $39,917
Avg per participant Low balance/head

Official DOL plan name: Koch Companies 401(k) Retirement Savings Plan · Sponsored by Koch Services, Inc. · Minnesota · Transportation & Warehousing

$57M in assets, 1,435 participants

Koch Services, Inc.'s Koch Companies 401(k) Retirement Savings Plan reported $57M in total assets and 1,435 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

#2,766 in Transportation & Warehousing (3,299 peers)

Where Koch Companies 401(k) Retirement Savings Plan sits by assets

Koch Companies 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $57M for 1,435 participants (~$39,917/participant), up 7.0% in 2024.

#2,766
in Transportation & Warehousing (3,299 peers): +7.0%
assets growth YoY: 0.6×
vs typical plan assets (national mean)

Koch Companies 401(k) Retirement Savings Plan's outsized position by total assets

Koch Companies 401(k) Retirement Savings Plan vs every filed plan by assets

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

$57,280,453 Top 14% higher than 86% 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

Koch Companies 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koch Companies 401(k) Retirement Savings Plan lands in the large band (1,435 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 992276736 · Koch Services, Inc. PY 2024 · 401(k)

Koch Companies 401(k) Retirement Savings Plan · $57M · 1,435 · 86th

SCH $57M
SCH 1,435
SCH 86th
SCH 401(k)
SCH near Smartbank 401(k) Retirement Plan
SCH ind #2766

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 Minnesota →

End-of-year total assets ($M) among Koch Companies 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$54M
Net Assets (End of Year)	$57M
Net Income	$4M
Employer EIN	992276736
Plan Effective Date	1994-02-28
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Koch Companies 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Wells Fargo & Company 401(k) Plan $57.9B · 179,076
Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
Target Corporation 401(k) Plan $14.4B · 409,649
Medtronic Savings and Investment Plan $13.7B · 38,480
U.S. Bank 401(k) Savings Plan $11.4B · 73,109

Compare Koch Companies 401(k) Retirement Savings Plan side-by-side with 3 peers →

Koch Companies 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Smartbank 401(k) Retirement Plan in TN ($57M); by covered participants it is Firstbank 401(k) Savings Plan & Trust in TN (1,435 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Smartbank 401(k) Retirement Plan (TN) $57M · 587
Baker Roofing Company 401(k) Plan (NC) $57M · 920
Cornerstone Controls 401(k) Plan (OH) $57M · 176
Gerald Champion Regional Medical Center 401(k) Plan (NM) $57M · 1,063

Similar participant headcount

Nearest other-state filings by covered participants (1,435 participants); asset peers above are excluded.

Firstbank 401(k) Savings Plan & Trust (TN) 1,435 · 0 off
Embark Behavioral Health 401(k) Plan (AZ) 1,435 · 0 off
Koorsen Fire & Security, Inc. 401(k) Plan (IN) 1,435 · 0 off
Didlake, Inc. 401(k) Plan (VA) 1,435 · 0 off

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 Koch Companies 401(k) Retirement Savings Plan assets move in 2024? ▼

Koch Companies 401(k) Retirement Savings Plan grew at a solid clip - up 7.0% during 2024, from $54M to $57M. Reported net income was $4M.

Where does Koch Companies 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Koch Companies 401(k) Retirement Savings Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Koch Companies 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Smartbank 401(k) Retirement Plan in TN ($57M, 587 participants).

Which 401(k) plans cover a similar participant headcount to Koch Companies 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Firstbank 401(k) Savings Plan & Trust in TN (1,435 participants, $111M 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 992276736.