401(k) · DOL Form 5500 · 2022

William G. Koch and Associates 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
16
Participants Small participant base
35th
Percentile by assets National rank
$131,632
Avg per participant Near avg balance/head
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Official DOL plan name: William G Koch and Associates Retirement Plan · Sponsored by William G. Koch and Associates · Pennsylvania · Professional & Technical Services

$2M in assets, 16 participants

William G. Koch and Associates's William G Koch and Associates Retirement Plan reported $2M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,731 in Professional & Technical Services (21,562 peers)

William G. Koch and Associates multi-year trail

William G. Koch and Associates's plans moved +23.4% in assets from 2022 to 2024; this filing shows William G Koch and Associates Retirement Plan at $2M / 16 participants.

#6,731
in Professional & Technical Services (21,562 peers)
-8.6%
assets change YoY

The plan reported a net loss of $198K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William G Koch and Associates Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

William G Koch and Associates Retirement Plan vs every filed plan by assets

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

$2,106,112 35th percentile higher than 35% 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

William G Koch and Associates Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William G Koch and Associates Retirement Plan is a small filing (16 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 232641012 · William G. Koch and Associates PY 2022 · 401(k)

William G Koch and Associates Retirement Plan · $2M · 16 · 35th

  • IND $2M
  • IND 16
  • IND 35th
  • IND 401(k)
  • IND near Forme Life 401(k) Plan
  • IND ind #6731

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

William G Koch and Associates Retirement Plan in the asset neighbourhood

William G Koch and Associates Retirement PlanWilliam G Koch and Associate…$2MForme Life 401(k) Plan$2MWayne County Action Program, Inc. 403(b) Thrift PlanWayne County Action Program,…$2MCogir Management USA, Inc. 401(k) PlanCogir Management USA, Inc. 4…$2MCastoro Capital Inc. 401(k) PlanCastoro Capital Inc. 401(k) …$2M
End-of-year total assets ($M) among William G Koch and Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

William G. Koch and Associates multi-year asset trail

Sponsor-wide plan assets over time

All William G. Koch and Associates plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.421783836757022% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.11M $2.6M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 16 $2M
2023 1 14 $2M
2024 1 18 $3M

William G. Koch and Associates filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$198K
Employer EIN232641012
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

William G Koch and Associates Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants William G Koch and Associates Retirement Plan, Total assets ($B): 0.002106112 · Participants: 16William G Koch and Associates Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
William G Koch and Associates Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare William G Koch and Associates Retirement Plan side-by-side with 3 peers →

William G Koch and Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Forme Life 401(k) Plan in TX ($2M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

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 William G Koch and Associates Retirement Plan assets move in 2022? ▼
William G Koch and Associates Retirement Plan pulled back noticeably - down 8.6% during 2022, from $2M to $2M. Reported net income was -$198K.
How have William G. Koch and Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William G. Koch and Associates's sponsor-wide assets grew 23.4%, from $2M to $3M.
Which 401(k) plans are similar in size to William G Koch and Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forme Life 401(k) Plan in TX ($2M, 141 participants).
Which 401(k) plans cover a similar participant headcount to William G Koch and Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232641012.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.