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Employer · plans filed under one EIN

Discovery Energy, LLC

Kohler, WI · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$271Mnet assets across plans
4,464participant records4,204 active
$17.6Memployer contributions, latest plan years$4,182 per active record
$189KSchedule C compensation to organisations$42.32 per participant record

Discovery Energy, LLC, based in Kohler, Wisconsin, sponsors 3 retirement plans with 100 or more participants: 2 defined contribution and 1 defined benefit. Together they reported 4,464 participant records and $271M in net assets.

The largest is Discovery Energy Pension Plan, a defined benefit pension plan with 1,793 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $17.6M and participant contributions $17.8M in the latest plan years; benefits paid were $13.3M. Schedule C compensation reported to service provider organisations totalled $189K.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Discovery Energy Pension Plandefined benefit pension plan20241,793$11.6M$6,470$6,817$189K
Discovery Energy 401(k) Savings Plan401(k) plan20241,339$81.4M$60,787$1,309$0
Discovery Energy 401(k) Savings Plan for Administrative Associates401(k) plan20241,332$178M$133,369$3,410$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Service providers

OrganisationServices reportedPlansCompensation reported
Midwest Institutional Trust CompanyTrustee (bank, trust company, or similar financial institution)1$114,880
Willis Towers Watson US LLCActuarial1$37,560
OneDigital Investment Advisors LLCConsulting (general); Consulting (pension)1$36,458

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Midwest Institutional Trust Company$115K
Willis Towers Watson US LLC$38K
OneDigital Investment Advisors LLC$36K

Questions and answers

How many retirement plans does Discovery Energy, LLC have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Discovery Energy Pension Plan, Discovery Energy 401(k) Savings Plan and Discovery Energy 401(k) Savings Plan for Administrative Associates. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Discovery Energy, LLC contribute to its plans?

$17,582,377 in employer contributions across these plans in their latest plan years, about $4,182 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Midwest Institutional Trust Company, Willis Towers Watson US LLC and OneDigital Investment Advisors LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.