401(k) · DOL Form 5500 · 2024
Kohler Co. & Subsidiaries 401(k) Plan
Data updated 2026-08-25
- $264M
- Total assets Near avg plan size
- 5,995
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $44,012
- Avg per participant Low balance/head
Official DOL plan name: Kohler Co. 401(k) Savings Plan · Sponsored by Kohler Co. & Subsidiaries · Wisconsin · Manufacturing
$264M in assets, 5,995 participants
Kohler Co. & Subsidiaries's Kohler Co. 401(k) Savings Plan reported $264M in total assets and 5,995 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #16,489 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Kohler Co. 401(k) Savings Plan covers 5,995 participants in Wisconsin, 11x the typical Wisconsin plan (state average ~563 per filing). Assets: $264M.
- #16,489
- in Manufacturing (17,777 peers)
- -19.2%
- assets change YoY
- 2.6×
- vs typical plan assets (national mean)
Kohler Co. 401(k) Savings Plan's outsized position by total assets
Kohler Co. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$263,853,245 Top 5% higher than 95% 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
Kohler Co. 401(k) 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. Kohler Co. 401(k) Savings Plan lands in the large band (5,995 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kohler Co. 401(k) Savings Plan reported net income fell from $29M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Kohler Co. 401(k) Savings Plan end-of-year assets fell from $326M in the plan year 2023 filing to $264M in the plan year 2024 filing.
- Kohler Co. 401(k) Savings Plan reported participants fell from 6,397 in the plan year 2023 filing to 5,995 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 390402810 · Kohler Co. & Subsidiaries PY 2024 · 401(k)
Kohler Co. 401(k) Savings Plan · $264M · 5,995 · 95th
- VS-ST $264M
- VS-ST 5,995
- VS-ST 95th
- VS-ST 401(k)
- VS-ST near Spencer Fane Retirement Plan
- VS-ST ind #16489
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 Wisconsin →
Kohler Co. 401(k) Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $326M |
|---|---|
| Net Assets (End of Year) | $264M |
| Net Income | $15M |
| Employer EIN | 390402810 |
| Plan Effective Date | 1985-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kohler Co. & Subsidiaries)
Sponsor-wide plan assets over time
All Kohler Co. & Subsidiaries plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.8B 12.196773920080787% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 19,365 | $2.5B |
| 2023 | 3 | 20,855 | $2.8B |
| 2024 | 3 | 20,081 | $2.8B |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Scale composition for Kohler Co. 401(k) Savings Plan
Kohler Co. 401(k) Savings Plan reports $264M in end-of-year assets across 5,995 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $44,012 per participant (32% of the national average assets-per-participant) . Net income for plan year 2024 was $15M.
This plan identity (EIN 390402810, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $297M to $264M (-11.2%) while covered participants moved from 6,729 to 5,995 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,729 | $297M | Open filing |
| 2023 | 6,397 | $326M | Open filing |
| 2024 · index core | 5,995 | $264M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Kohler Co. Pension Plan (Defined Benefit (Pension), $1.7B, 9,560 participants)
- Kohler Co. 401(k) Savings Plan for Administrative Associates (401(k), $781M, 4,526 participants)
Kohler Co. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Spencer Fane Retirement Plan in MO ($264M); by covered participants it is Sun Advantage Savings and Investment Plan in MA (5,996 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($264M here).
- Spencer Fane Retirement Plan (MO) $264M · 721
- Curriculum Associates 401(k) Plan (MA) $264M · 2,261
- Onto Innovation, Inc. 401(k) Savings Plan (NJ) $264M · 928
- Etsy, Inc. 401(k) Plan (NY) $264M · 1,849
Similar participant headcount
Nearest other-state filings by covered participants (5,995 participants); asset peers above are excluded.
- Sun Advantage Savings and Investment Plan (MA) 5,996 · 1 off
- Longwood Management Corporation 401(k) Savings Plan (CA) 5,992 · 3 off
- Staffing Partners Holdings 401(k) Plan (CA) 5,991 · 4 off
- Gpi Hourly Savings Plan (GA) 6,004 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.