401(k) · DOL Form 5500 · 2024

Koehler Instrument Company, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
42
Participants Small participant base
63rd
Percentile by assets National rank
$335,066
Avg per participant High balance/head
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Official DOL plan name: Koehler Instrument Co., Inc. 401(k) Retirement Plan · Sponsored by Koehler Instrument Company, Inc. · New York · Manufacturing

$14M in assets, 42 participants

Koehler Instrument Company, Inc.'s Koehler Instrument Co., Inc. 401(k) Retirement Plan reported $14M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,014 in Manufacturing (17,777 peers)

Koehler Instrument Company, Inc. multi-year trail

Koehler Instrument Company, Inc.'s plans moved +42.3% in assets from 2022 to 2024; this filing shows Koehler Instrument Co., Inc. 401(k) Retirement Plan at $14M / 42 participants.

#9,014
in Manufacturing (17,777 peers)
+18.2%
assets growth YoY

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

Koehler Instrument Co., Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$14,072,754 Top 37% higher than 63% 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

Koehler Instrument Co., Inc. 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koehler Instrument Co., Inc. 401(k) Retirement Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Koehler Instrument Co., Inc. 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Koehler Instrument Co., Inc. 401(k) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Koehler Instrument Co., Inc. 401(k) Retirement Plan reported participants fell from 43 in the plan year 2023 filing to 42 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 111672633 · Koehler Instrument Company, Inc. PY 2024 · 401(k)

Koehler Instrument Co., Inc. 401(k) Retirement Plan · $14M · 42 · 63rd

  • BOY $14M
  • BOY 42
  • BOY 63rd
  • BOY 401(k)
  • BOY near Cpr Advisor K Mep Fiduciary Wise LLC
  • BOY ind #9014

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 New York →

Koehler Instrument Co., Inc. 401(k) Retirement Plan in the asset neighbourhood

Koehler Instrument Co., Inc. 401(k) Retirement PlanKoehler Instrument Co., Inc.…$14MCpr Advisor K Mep Fiduciary Wise LLCCpr Advisor K Mep Fiduciary …$14MNew Orleans & Company 401(k) PlanNew Orleans & Company 401(k)…$14MProsoft Employee Savings & Protection PlanProsoft Employee Savings & P…$14MHeart Institute of East Texas P. a. Employees Retirement PlanHeart Institute of East Texa…$14M
End-of-year total assets ($M) among Koehler Instrument Co., Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Koehler Instrument Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Koehler Instrument Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 42.32819130505491% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.89M $14.1M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 71 $10M
2023 1 43 $12M
2024 1 42 $14M

Koehler Instrument Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN111672633
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Koehler Instrument Co., Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Koehler Instrument Co., Inc. 401(k) Retirement Plan, Total assets ($B): 0.014072754 · Participants: 42Koehler Instrument Co., Inc. 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Koehler Instrument Co., Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Koehler Instrument Co., Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Koehler Instrument Co., Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cpr Advisor K Mep Fiduciary Wise LLC in AZ ($14M); by covered participants it is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Koehler Instrument Co., Inc. 401(k) Retirement Plan assets move in 2024? ▼
Koehler Instrument Co., Inc. 401(k) Retirement Plan grew sharply - up 18.2% during 2024, from $12M to $14M. Reported net income was $2M.
How have Koehler Instrument Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koehler Instrument Company, Inc.'s sponsor-wide assets grew 42.3%, from $10M to $14M.
Which 401(k) plans are similar in size to Koehler Instrument Co., Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cpr Advisor K Mep Fiduciary Wise LLC in AZ ($14M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Koehler Instrument Co., Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 participants, N/A 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 111672633.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.