Kohler, WI Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kohler, WI has 7 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,939,513,253 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $3,939,513,253
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $3,939,513,253
Contributions & income
- Employer contributions
- $18,543,216
- Participant contributions
- $64,713,092
- Total income / additions
- $643,927,374
Expenses & distributions
- Benefits paid / distributions
- $184,700,887
- Total expenses
- $202,814,270
- Net increase / (decrease)
- $441,113,104
Coverage
- Total reported participants
- 52,315
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kohler, WI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Kohler Co. Pension Plan | Kohler Co. & Subsidiaries | $1,595,158,526 | 2023 |
| Kohler Co. 401(K) Master Trust | Kohler Co. & Subsidiaries | $1,162,299,727 | 2023 |
| Kohler Co. 401(K) Savings Plan For Administrative Associates | Kohler Co. & Subsidiaries | $854,045,577 | 2023 |
| Kohler Co. 401(K) Savings Plan | Kohler Co. & Subsidiaries | $326,359,000 | 2023 |
| Modixusa, Inc. Retirement Plan | Modixusa, Inc. | $1,650,423 | 2023 |
| Kohler Co. Group Ins Plan (Life & Med) For Retirees (Excel. Wi Mfg Med) | Kohler Co. & Subsidiaries | not reported in the loaded dataset | 2023 |
| Kohler Co. Group Benefit Plans | Kohler Co. & Subsidiaries | not reported in the loaded dataset | 2023 |
Largest plans in Kohler → · Kohler plans by participants → · Kohler plans with financial data → · Kohler plans with provider compensation → · $1B+ plans in Kohler →
Related Form 5500 pages
- All WI Form 5500 filings
- Kohler Co. Pension Plan (plan 004)
- Kohler Co. & Subsidiaries — all reported plans
- Kohler Co. 401(K) Master Trust (plan 012)
- Kohler Co. 401(K) Savings Plan For Administrative Associates (plan 006)
- Kohler Co. 401(K) Savings Plan (plan 007)
- Modixusa, Inc. Retirement Plan (plan 001)
- Modixusa, Inc. — all reported plans
- Kohler Co. Group Ins Plan (Life & Med) For Retirees (Excel. Wi Mfg Med) (plan 501)
- Kohler Co. Group Benefit Plans (plan 527)
- Methodology
- Data sources