401(k) · DOL Form 5500 · 2024
Kolbe & Kolbe Millwork Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 917
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $108,314
- Avg per participant Below avg balance/head
Official DOL plan name: Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan · Sponsored by Kolbe & Kolbe Millwork Co., Inc. · Wisconsin · Manufacturing
$99M in assets, 917 participants
Kolbe & Kolbe Millwork Co., Inc.'s Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan reported $99M in total assets and 917 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,246 in Manufacturing (17,777 peers)
Where Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan sits by assets
Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan sits in the top 10% of all filed plans by assets, $99M for 917 participants (~$108,314/participant), up 7.8% in 2024.
- #15,246
- in Manufacturing (17,777 peers)
- +7.8%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan's outsized position by total assets
Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$99,323,955 Top 10% higher than 90% 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
Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan sits mid-pack in the medium band (917 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan end-of-year assets rose from $92M in the plan year 2023 filing to $99M in the plan year 2024 filing.
- Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan reported participants fell from 927 in the plan year 2023 filing to 917 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 391193314 · Kolbe & Kolbe Millwork Co., Inc. PY 2024 · 401(k)
Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan · $99M · 917 · 90th
- TYPE $99M
- TYPE 917
- TYPE 90th
- TYPE 401(k)
- TYPE near Versant Power 401(k) Plan
- TYPE ind #15246
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 →
Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | $7M |
| Employer EIN | 391193314 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kolbe & Kolbe Millwork Co., Inc.)
Sponsor-wide plan assets over time
All Kolbe & Kolbe Millwork Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 21.847777408137954% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 884 | $82M |
| 2023 | 1 | 927 | $92M |
| 2024 | 1 | 917 | $99M |
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
Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Versant Power 401(k) Plan in ME ($99M); by covered participants it is Wesley Enhanced Living Retirement Plan in PA (917 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
- Versant Power 401(k) Plan (ME) $99M · 527
- Arkansas Children's Defined Contribution Retirement Plan (AR) $99M · 3,368
- Vicinity Energy Employees 401(k) Plan (MA) $99M · 523
- Pace Supply Corp. 401(k) Plan (CA) $99M · 1,532
Similar participant headcount
Nearest other-state filings by covered participants (917 participants); asset peers above are excluded.
- Wesley Enhanced Living Retirement Plan (PA) 917 · 0 off
- Price Industries, Inc. 401(k) Plan (GA) 917 · 0 off
- Berkshire Group 401(k) Plan (MA) 917 · 0 off
- Kestra Financial, Inc. 401(k) Plan (TX) 917 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.