Profit Sharing · DOL Form 5500 · 2022

Koelbel and Company Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
42
Participants Small participant base
37th
Percentile by assets National rank
$58,455
Avg per participant Low balance/head
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Official DOL plan name: Employee Profit Sharing Plan and Trust Agreement · Sponsored by Koelbel and Company · Colorado · Real Estate

$2M in assets, 42 participants

Koelbel and Company's Employee Profit Sharing Plan and Trust Agreement reported $2M in total assets and 42 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,810 in Real Estate (5,057 peers)

Koelbel and Company multi-year trail

Koelbel and Company's plans moved +16.5% in assets from 2022 to 2024; this filing shows Employee Profit Sharing Plan and Trust Agreement at $2M / 42 participants.

#2,810
in Real Estate (5,057 peers)
-24.2%
assets change YoY

The plan reported a net loss of $784K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Profit Sharing Plan and Trust Agreement's mid-pack asset rank among Real Estate and all filers

Employee Profit Sharing Plan and Trust Agreement vs every filed plan by assets

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

$2,455,101 37th percentile higher than 37% 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

Employee Profit Sharing Plan and Trust Agreement among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Profit Sharing Plan and Trust Agreement is a small filing (42 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 840476335 · Koelbel and Company PY 2022 · Profit Sharing

Employee Profit Sharing Plan and Trust Agreement · $2M · 42 · 37th

  • ASSETS $2M
  • ASSETS 42
  • ASSETS 37th
  • ASSETS Profit Sharing
  • ASSETS near Stephan Wood Products Profit Sharing Plan
  • ASSETS ind #2810

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 Real Estate retirement plans → · Plans in Colorado →

Employee Profit Sharing Plan and Trust Agreement in the asset neighbourhood

Employee Profit Sharing Plan and Trust AgreementEmployee Profit Sharing Plan…$2MStephan Wood Products Profit Sharing PlanStephan Wood Products Profit…$2MCorporate Advisory Associates, Inc. Profit Sharing PlanCorporate Advisory Associate…$2MWilliam Diamond Development Corporation Profit Sharing Plan & Trust AgreementWilliam Diamond Development …$2M401(a)Thrift Plan of Mental Health Providers of Western Queens, Inc.401(a)Thrift Plan of Mental …$2M
End-of-year total assets ($M) among Employee Profit Sharing Plan and Trust Agreement and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Koelbel and Company multi-year asset trail

Sponsor-wide plan assets over time

All Koelbel and Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.525755966862462% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.46M $2.86M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 42 $2M
2023 1 3 $3M
2024 1 3 $3M

Koelbel and Company filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$784K
Employer EIN840476335
Plan Effective Date1969-11-24
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

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

Employee Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 01020304050 Total assets ($M) Participants Employee Profit Sharing Plan and Trust Agreement, Total assets ($M): 2.455101 · Participants: 42Employee Profit Sharing Plan and Trust AgreementHensel Phelps Hourly Retirement Plan, Total assets ($M): 38.311724 · Participants: 642Hensel Phelps Hourly Retirement PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 31.655642 · Participants: 125Amended & Restated Profit Sharing Plan of Midwest PmsLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 29.136775 · Participants: 1208Liberty Pr Mobility 401(k) Savings PlansRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 15.311581 · Participants: 177Retirement Plan of Public Broadcasting of Colorado, Inc.Peterson Company Profit-Sharing Plan, Total assets ($M): 11.848341 · Participants: 31Peterson Company Profit-Sharing Plan
Employee Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Employee Profit Sharing Plan and Trust Agreement side-by-side with 3 peers →

Employee Profit Sharing Plan and Trust Agreement's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Stephan Wood Products Profit Sharing Plan in MI ($2M); by covered participants it is Columbus Builders Supply Inc Profit Sharing Plan in OH (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Employee Profit Sharing Plan and Trust Agreement assets move in 2022? ▼
Employee Profit Sharing Plan and Trust Agreement declined sharply - down 24.2% during 2022, from $3M to $2M. Reported net income was -$784K.
How have Koelbel and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koelbel and Company's sponsor-wide assets grew 16.5%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Employee Profit Sharing Plan and Trust Agreement? ▼
Among Profit Sharing plans in other states, the closest by assets is Stephan Wood Products Profit Sharing Plan in MI ($2M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Employee Profit Sharing Plan and Trust Agreement? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Columbus Builders Supply Inc Profit Sharing Plan in OH (42 participants, $8M 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 840476335.

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.