401(k) · DOL Form 5500 · 2022

Koa Speer Electronics, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
92
Participants Small participant base
84th
Percentile by assets National rank
$374,488
Avg per participant High balance/head
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Official DOL plan name: Koa Speer Electronics 401(k) Pension Plan · Sponsored by Koa Speer Electronics, Inc. · Pennsylvania · Wholesale Trade

$34M in assets, 92 participants

Koa Speer Electronics, Inc.'s Koa Speer Electronics 401(k) Pension Plan reported $34M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,803 in Wholesale Trade (6,843 peers)

Where Koa Speer Electronics 401(k) Pension Plan sits by assets

Koa Speer Electronics 401(k) Pension Plan sits in the top quartile of all filed plans by assets, $34M for 92 participants (~$374,488/participant), down 21.8% in 2022.

#5,803
in Wholesale Trade (6,843 peers)
-21.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Koa Speer Electronics 401(k) Pension Plan's outsized position by total assets

Koa Speer Electronics 401(k) Pension Plan vs every filed plan by assets

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

$34,452,939 Top 16% higher than 84% 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

Koa Speer Electronics 401(k) Pension 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. Koa Speer Electronics 401(k) Pension Plan is a small filing (92 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 251867087 · Koa Speer Electronics, Inc. PY 2022 · 401(k)

Koa Speer Electronics 401(k) Pension Plan · $34M · 92 · 84th

  • EOY $34M
  • EOY 92
  • EOY 84th
  • EOY 401(k)
  • EOY near Collegis LLC 401(k) Plan
  • EOY ind #5803

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 Pennsylvania →

Koa Speer Electronics 401(k) Pension Plan in the asset neighbourhood

Koa Speer Electronics 401(k) Pension PlanKoa Speer Electronics 401(k)…$34MCollegis LLC 401(k) Plan$34MScientific Protein Laboratories LLC 401(k) PlanScientific Protein Laborator…$34MWestward Seafoods, Inc. 401(k) Retirement PlanWestward Seafoods, Inc. 401(…$34MJ. & M. Manufacturing Co. Inc. 401(k) PlanJ. & M. Manufacturing Co. In…$34M
End-of-year total assets ($M) among Koa Speer Electronics 401(k) Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$34M
Net Income-$10M
Employer EIN251867087
Plan Effective Date1986-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koa Speer Electronics, Inc.)

Sponsor-wide plan assets over time

All Koa Speer Electronics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 16.49515299696203% vs 2022
2024 filing year
$32M$34M$36M$38M$40M$42M 202220232024 $34.5M $40.1M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 92 $34M
2023 1 93 $38M
2024 1 81 $40M

Nearby 401(k) Plans in Pennsylvania

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

Koa Speer Electronics 401(k) Pension Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Koa Speer Electronics 401(k) Pension Plan, Total assets ($B): 0.034452939 · Participants: 92Koa Speer Electronics 401(k) Pension 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
Koa Speer Electronics 401(k) Pension Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Koa Speer Electronics 401(k) Pension Plan side-by-side with 3 peers →

Koa Speer Electronics 401(k) Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Collegis LLC 401(k) Plan in IL ($34M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Koa Speer Electronics 401(k) Pension Plan assets move in 2022? ▼
Koa Speer Electronics 401(k) Pension Plan declined sharply - down 21.8% during 2022, from $44M to $34M. Reported net income was -$10M.
How have Koa Speer Electronics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koa Speer Electronics, Inc.'s sponsor-wide assets grew 16.5%, from $34M to $40M.
Where does Koa Speer Electronics 401(k) Pension Plan rank by assets among Form 5500 filers? ▼
Koa Speer Electronics 401(k) Pension Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Koa Speer Electronics 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Collegis LLC 401(k) Plan in IL ($34M, 482 participants).
Which 401(k) plans cover a similar participant headcount to Koa Speer Electronics 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (92 participants, $11M 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 251867087.

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.