Koch Companies 401(k) match, vesting and fees
What Koch Companies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Alight Solutions LLC | 2023 Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 203 defined-contribution plans in manufacturing with 10,000 to 49,999 participants.
| Koch Companies: employer contribution per participant | $6,970 | |
| Peer median | $3,733 |
| Koch Companies: average balance | $241,464 | |
| Peer median | $157,962 |
| Koch Companies: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.9B at the end of plan year 2023 to $4.3B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 18,027 | $4.3B | $125M | $6,970 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 17,947 | $3.9B | $120M | $6,729 | 0.05% | Not published | Form 5500 ↗ |
Other Koch Companies plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Koch Employees' Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Alight Solutions, LLC | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Koch Companies match 401(k) contributions?
The match terms for the Koch Employees' Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $125M in employer contributions, about $6,970 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Koch Companies 401(k) match vested?
The vesting schedule for the Koch Employees' Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Koch Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Alight Solutions LLC. The plan administrator is Koch Benefits Administrative Committee.
I left Koch Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Koch Benefits Administrative Committee, (404) 652-2109) or the recordkeeper, Alight Solutions LLC. The Koch Companies old 401(k) page lists the contacts from every plan filing. Find an old Koch Companies 401(k)
Data from the public Form 5500 annual reports Koch Companies filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Koch Companies. Not financial advice. Report a correction · Methodology