401(k) · DOL Form 5500 · 2022

John E. Koerner & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
27
Participants Small participant base
44th
Percentile by assets National rank
$137,392
Avg per participant Near avg balance/head
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Official DOL plan name: John E. Koerner & Company, Inc. Profit Sharing Plan · Sponsored by John E. Koerner & Co., Inc. · Louisiana · Wholesale Trade

$4M in assets, 27 participants

John E. Koerner & Co., Inc.'s John E. Koerner & Company, Inc. Profit Sharing Plan reported $4M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,178 in Wholesale Trade (6,843 peers)

John E. Koerner & Co., Inc. multi-year trail

John E. Koerner & Co., Inc.'s plans moved +44.1% in assets from 2022 to 2024; this filing shows John E. Koerner & Company, Inc. Profit Sharing Plan at $4M / 27 participants.

#2,178
in Wholesale Trade (6,843 peers)
-20.1%
assets change YoY

The plan reported a net loss of $935K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

John E. Koerner & Company, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

John E. Koerner & Company, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,709,588 44th percentile higher than 44% 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

John E. Koerner & Company, Inc. Profit Sharing 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. John E. Koerner & Company, Inc. Profit Sharing Plan is a small filing (27 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 720544427 · John E. Koerner & Co., Inc. PY 2022 · 401(k)

John E. Koerner & Company, Inc. Profit Sharing Plan · $4M · 27 · 44th

  • PCT $4M
  • PCT 27
  • PCT 44th
  • PCT 401(k)
  • PCT near Vic Technology Venture Development, LLC 401(k) Profit Sharing Plan
  • PCT ind #2178

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 Wholesale Trade retirement plans → · Plans in Louisiana →

John E. Koerner & Company, Inc. Profit Sharing Plan in the asset neighbourhood

John E. Koerner & Company, Inc. Profit Sharing PlanJohn E. Koerner & Company, I…$4MVic Technology Venture Development, LLC 401(k) Profit Sharing PlanVic Technology Venture Devel…$4MLd & Qhd 401(k) Plan$4MKing Sales Company, Inc. 401(k) Profit Sharing PlanKing Sales Company, Inc. 401…$4MSantos & Santos, PC 401 K Profit Sharing PlanSantos & Santos, PC 401 K Pr…$4M
End-of-year total assets ($M) among John E. Koerner & Company, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

John E. Koerner & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All John E. Koerner & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 44.1347125341143% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.71M $5.35M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 27 $4M
2023 1 31 $5M
2024 1 33 $5M

John E. Koerner & Co., Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$935K
Employer EIN720544427
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

John E. Koerner & Company, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants John E. Koerner & Company, Inc. Profit Sharing Plan, Total assets ($B): 0.003709588 · Participants: 27John E. Koerner & Company, Inc. Profit Sharing PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
John E. Koerner & Company, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare John E. Koerner & Company, Inc. Profit Sharing Plan side-by-side with 3 peers →

John E. Koerner & Company, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Vic Technology Venture Development, LLC 401(k) Profit Sharing Plan in AR ($4M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 John E. Koerner & Company, Inc. Profit Sharing Plan assets move in 2022? ▼
John E. Koerner & Company, Inc. Profit Sharing Plan declined sharply - down 20.1% during 2022, from $5M to $4M. Reported net income was -$935K.
How have John E. Koerner & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John E. Koerner & Co., Inc.'s sponsor-wide assets grew 44.1%, from $4M to $5M.
Which 401(k) plans are similar in size to John E. Koerner & Company, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vic Technology Venture Development, LLC 401(k) Profit Sharing Plan in AR ($4M, 18 participants).
Which 401(k) plans cover a similar participant headcount to John E. Koerner & Company, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants, $6M 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 720544427.

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.