Profit Sharing · DOL Form 5500 · 2022

Koenig Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
28th
Percentile by assets National rank
$656,003
Avg per participant High balance/head
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Official DOL plan name: Koenig Holdings, Inc. Retirement Plan · Sponsored by Koenig Holdings, Inc. · Texas · Transportation & Warehousing

$1M in assets, 2 participants

Koenig Holdings, Inc.'s Koenig Holdings, Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 28th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,067 in Transportation & Warehousing (3,876 peers)

What the 2022 filing shows

Koenig Holdings, Inc. Retirement Plan holds $1M for 2 participants - about $656,003 per participant, in the lower half of filed plans by assets.

#1,067
in Transportation & Warehousing (3,876 peers)
+0.9%
assets growth YoY

Koenig Holdings, Inc. Retirement Plan among the smaller filed plans by assets

Koenig Holdings, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,312,005 28th percentile higher than 28% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Koenig Holdings, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koenig Holdings, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 861642480 · Koenig Holdings, Inc. PY 2022 · Profit Sharing

Koenig Holdings, Inc. Retirement Plan · $1M · 2 · 28th

  • EOY $1M
  • EOY 2
  • EOY 28th
  • EOY Profit Sharing
  • EOY near Robert C. Brown, Jr. Profit Sharing Plan
  • EOY ind #1067

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Transportation & Warehousing retirement plans → · Plans in Texas →

Koenig Holdings, Inc. Retirement Plan in the asset neighbourhood

Koenig Holdings, Inc. Retirement PlanKoenig Holdings, Inc. Retire…$1MRobert C. Brown, Jr. Profit Sharing PlanRobert C. Brown, Jr. Profit …$1MEast Coast Flavor Restaurant Group Inc. Retirement PlanEast Coast Flavor Restaurant…$1MTop Shelf Turf Management Inc. Retirement PlanTop Shelf Turf Management In…$1MHenshell & Buccellato Profit Sharing PlanHenshell & Buccellato Profit…$1M
End-of-year total assets ($M) among Koenig Holdings, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$12K
Employer EIN861642480
Plan Effective Date2021-01-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Koenig Holdings, Inc.)

Sponsor-wide plan assets over time

All Koenig Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 2.93405894032416% vs 2022
2024 filing year
$1.3M$1.32M$1.34M$1.36M 202220232024 $1.31M $1.35M ▲ +3.1%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Koenig Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Koenig Holdings, Inc. Retirement Plan, Total assets ($B): 0.001312005 · Participants: 2Koenig Holdings, Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Koenig Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Koenig Holdings, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Robert C. Brown, Jr. Profit Sharing Plan in PA ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Koenig Holdings, Inc. Retirement Plan assets move in 2022?
Koenig Holdings, Inc. Retirement Plan held essentially flat - up 0.9% during 2022, from $1M to $1M. Reported net income was $12K.
How have Koenig Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Koenig Holdings, Inc.'s sponsor-wide assets grew 2.9%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Koenig Holdings, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Robert C. Brown, Jr. Profit Sharing Plan in PA ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Koenig Holdings, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).