Plan Ledger DOL Form 5500 · updated monthly

Kohler Co. & Subsidiaries401(k)

KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES · KOHLER, WI · plan year 2023

Reported admin expense ratio · 2023
0.13%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Kohler Co. & Subsidiaries reported $1,063,830 in plan administrative expenses for 2023: 0.13% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,825 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.194%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,601 comparable plans and shown alongside other manufacturing employers. By assets it is the 44th-largest of 1,936 plans among Wisconsin employers on file, and the 377th of 13,661 in manufacturing. In 2023, employees put in $3.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$854,045,577
Participants with balances5,893
Active participants4,526
Employer contributions$12,788,053
Employee contributions$44,062,548
Employer contribution per active participant$2,825
Average account balance$144,925
Benefits paid to participants$80,709,397
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$781.3M · 4,986 accts · $11.8M emplr
2023$854.0M · 5,893 accts · $12.8M emplr
2022$758.2M · 5,956 accts · $12.5M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$302,057
Investment management$751,873
Total administrative$1,063,830
The Kohler Co. & Subsidiaries 401(k) match · 2023
Employer contribution per active participant$2,825
Median for plans this size$4,362
2024$3,278 per active participant
2023$2,825 per active participant
2022$2,733 per active participant

Kohler Co. & Subsidiaries's 2023 employer contribution ran below the $4,362 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$1,583,151 · 0.19%
2023$1,063,830 · 0.13%
2022$1,596,300 · 0.19%
All plans at this employer2
KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES401(k)
KOHLER CO. 401(K) SAVINGS PLAN401(k)
Same employer
Similar plansManufacturing · Wisconsin
Snap-On Incorporated WI$1.1B · 0.06%
Komatsu Mining Corp. WI$923.4M · 0.02%
Menasha Corporation WI$692.6M · 0.06%
Regal Rexnord Corporation WI$656.4M · 0.07%
Saputo Cheese USA Inc. WI$649.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390402810 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.