401(k) · DOL Form 5500 · 2022

Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
60
Participants Small participant base
80th
Percentile by assets National rank
$404,629
Avg per participant High balance/head
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Official DOL plan name: Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan · Sponsored by Kowert, Hood, Munyon, Rankin & Goetzel, P.C. · Texas · Professional & Technical Services

$24M in assets, 60 participants

Kowert, Hood, Munyon, Rankin & Goetzel, P.C.'s Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan reported $24M in total assets and 60 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,354 in Professional & Technical Services (21,562 peers)

Where Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan sits by assets

Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 60 participants (~$404,629/participant), down 21.4% in 2022.

#17,354
in Professional & Technical Services (21,562 peers)
-21.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan's outsized position by total assets

Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan vs every filed plan by assets

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

$24,277,750 Top 20% higher than 80% 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

Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) 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. Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 830339293 · Kowert, Hood, Munyon, Rankin & Goetzel, P.C. PY 2022 · 401(k)

Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan · $24M · 60 · 80th

  • SCH $24M
  • SCH 60
  • SCH 80th
  • SCH 401(k)
  • SCH near Potpourri Group, Inc. 401(k) Retirement and Savings Plan
  • SCH ind #17354

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 Texas →

Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan in the asset neighbourhood

Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) PlanKowert, Hood, Munyon, Rankin…$24MPotpourri Group, Inc. 401(k) Retirement and Savings PlanPotpourri Group, Inc. 401(k)…$24MMid-Am Holdings, LLC 401(k) Profit Sharing PlanMid-Am Holdings, LLC 401(k) …$24MInternational Fresh Produce Association 401(k) PlanInternational Fresh Produce …$24MWnbc 401(k) Plan$24M
End-of-year total assets ($M) among Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$24M
Net Income-$7M
Employer EIN830339293
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kowert, Hood, Munyon, Rankin & Goetzel, P.C.)

Sponsor-wide plan assets over time

All Kowert, Hood, Munyon, Rankin & Goetzel, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 46.361347324196025% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.3M $35.5M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 60 $24M
2023 1 54 $31M
2024 1 56 $36M

Nearby 401(k) Plans in Texas

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

Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan, Total assets ($B): 0.02427775 · Participants: 60Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan side-by-side with 3 peers →

Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Potpourri Group, Inc. 401(k) Retirement and Savings Plan in MA ($24M); by covered participants it is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan assets move in 2022? ▼
Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan declined sharply - down 21.4% during 2022, from $31M to $24M. Reported net income was -$7M.
How have Kowert, Hood, Munyon, Rankin & Goetzel, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kowert, Hood, Munyon, Rankin & Goetzel, P.C.'s sponsor-wide assets grew 46.4%, from $24M to $36M.
Where does Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan ranks in the 80th 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 Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Potpourri Group, Inc. 401(k) Retirement and Savings Plan in MA ($24M, 307 participants).
Which 401(k) plans cover a similar participant headcount to Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants, $12M 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 830339293.

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.