Defined Benefit (Pension) · DOL Form 5500 · 2024
Kohler Co. & Subsidiaries Pension Plan
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 9,560
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $182,618
- Avg per participant Above avg balance/head
Official DOL plan name: Kohler Co. Pension Plan · Sponsored by Kohler Co. & Subsidiaries · Wisconsin · Manufacturing
$1.7B in assets, 9,560 participants
Kohler Co. & Subsidiaries's Kohler Co. Pension Plan reported $1.7B in total assets and 9,560 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #17,486 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Kohler Co. Pension Plan covers 9,560 participants in Wisconsin, 17x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.7B.
- #17,486
- in Manufacturing (17,777 peers)
- +9.4%
- assets growth YoY
- 18×
- vs typical plan assets (national mean)
Kohler Co. Pension Plan's outsized position by total assets
Kohler Co. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,745,831,581 Top 1% higher than 99% 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. Pension 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. Pension Plan lands in the large band (9,560 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kohler Co. Pension Plan end-of-year assets rose from $1.6B in the plan year 2023 filing to $1.7B in the plan year 2024 filing.
- Kohler Co. Pension Plan reported net income fell from $163M in the plan year 2023 filing to $151M in the plan year 2024 filing.
- Kohler Co. Pension Plan reported participants fell from 9,878 in the plan year 2023 filing to 9,560 in the plan year 2024 filing.
DOL schedule card
Filing strip 390402810 · Kohler Co. & Subsidiaries PY 2024 · Defined Benefit (Pension)
Kohler Co. Pension Plan · $1.7B · 9,560 · 99th
- EBSA $1.7B
- PART 9,560
- TYPE 99th
- NET Defined Benefit (Pension)
- BOOK near Whirlpool Tammy Employees Pension Plan
- VS-ST ind #17486
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. Pension Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | $151M |
| Employer EIN | 390402810 |
| Plan Effective Date | 1975-01-01 |
| 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 Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
Scale composition for Kohler Co. Pension Plan
Kohler Co. Pension Plan reports $1.7B in end-of-year assets across 9,560 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $182,618 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2024 was $151M.
This plan identity (EIN 390402810, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.7B (+21.9%) while covered participants moved from 8,328 to 9,560 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,328 | $1.4B | Open filing |
| 2023 | 9,878 | $1.6B | Open filing |
| 2024 · index core | 9,560 | $1.7B | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Kohler Co. 401(k) Savings Plan for Administrative Associates (401(k), $781M, 4,526 participants)
- Kohler Co. 401(k) Savings Plan (401(k), $264M, 5,995 participants)
Kohler Co. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Whirlpool Tammy Employees Pension Plan in MI ($1.7B); by covered participants it is Ufcw-Giant Variable Annuity Fund in MD (9,542 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- Whirlpool Tammy Employees Pension Plan (MI) $1.7B · 4,233
- Automatic Data Processing Inc Pension Retirement Plan (NJ) $1.8B · 10,049
- Teamsters Local 639 - Employers Pension Trust Fund (DC) $1.7B · 4,123
- Gciu - Employer Retirement Benefit Plan (WA) $1.8B · 1,253
Similar participant headcount
Nearest other-state filings by covered participants (9,560 participants); asset peers above are excluded.
- Ufcw-Giant Variable Annuity Fund (MD) 9,542 · 18 off
- Laboratory Corporation of America Holdings Cash Balance Retirement Plan (NC) 9,540 · 20 off
- New York State Teamsters Conference Pension & Retirement Fund (NY) 9,522 · 38 off
- Southwest Airlines Market-Based Cash Balance Plan (TX) 9,612 · 52 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.