401(k)
2024 plan-year 401(k) DOL Form 5500

KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KOLBE & KOLBE MILLWORK CO., INC.

This 401(k) plan holds $99M in total assets and serves 917 participants as of 2024. It is sponsored by KOLBE & KOLBE MILLWORK CO., INC. in Wisconsin. The plan reported positive net income of $7M for the year.

Total Assets (2023)
$99M
Participants
917
State
Industry
Manufacturing

What the Filing Says About KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN

KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN is a 401(k) retirement plan sponsored by KOLBE & KOLBE MILLWORK CO., INC., headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports $99M in total end-of-year assets and covers 917 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 391193314, and the plan has been effective since 1993-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $92M at the beginning of 2024 to $99M at year-end — a gain of 7.8%. Net assets (after liabilities) closed the year at $99M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$92M
Total Assets (End of Year)$99M
Net Assets (End of Year)$99M
Net Income$7M
Plan Type401(k)
Employer EIN391193314
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KOLBE & KOLBE MILLWORK CO., INC.)

Year Plans Participants Total Assets
2022 1 884 $82M
2023 1 927 $92M
2024 1 917 $99M

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Frequently Asked Questions

How much money is in the KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN?
As of the 2024 Form 5500 filing, KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN holds $99M in total assets with 917 participants. It is sponsored by KOLBE & KOLBE MILLWORK CO., INC..
What type of plan is KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN?
KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN is a 401(k) plan. It has been effective since 1993-01-01. The plan is filed with the U.S. Department of Labor under EIN 391193314.
Who sponsors the KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN?
KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN is sponsored by KOLBE & KOLBE MILLWORK CO., INC., located in Wisconsin. The sponsor's EIN is 391193314 and the plan operates in the Manufacturing industry.
How did KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN perform in 2024?
KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN grew by 7.8% during 2024, moving from $92M to $99M in total assets. Net income was $7M.
Where can I find official filings for KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN?
Official Form 5500 filings for KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391193314 or plan name at efast.dol.gov.
How does KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN compare to other plans?
You can compare KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 391193314.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.