PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. KOEHLER INSTRUMENT COMPANY, INC.
Sponsor portfolio

KOEHLER INSTRUMENT COMPANY, INC.

EIN 11-1672633-oil & energy-Latest filing 2024
Plans
2
Retirement
2
$15.2M assets
Welfare
0
Participants
92
85 CORPORATE DRIVE - BOHEMIA, NY 11716631-589-3800koehlerinstrument.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
2 filings
#004401k-$14.1M - 52 part#002TraditionalDB-$1.2M - 40 part

Retirement portfolio analytics

2 plans aggregated / $15.2M assets / 92 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • 401(K) RETIREMENT PLAN (#004)92%
  • UNION PENSION TRUST (#002)8%
Total $15.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#004)52
  • UNION PENSION TRUST (#002)40
Total 92Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

KOEHLER INSTRUMENT CO., INC. 401(K) RETIREMENT PLAN

401k

Assets$14.1M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KOEHLER INSTRUMENT CO., INC. UNION PENSION TRUST

TraditionalDB

Assets$1.2M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004KOEHLER INSTRUMENT CO., INC. 401(K) RETIREMENT PLAN401k$14.1M522024
002KOEHLER INSTRUMENT CO., INC. UNION PENSION TRUSTTraditionalDB$1.2M402024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica