401(k) · DOL Form 5500 · 2022

Koerner Distributor, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
175
Participants Small participant base
78th
Percentile by assets National rank
$119,256
Avg per participant Near avg balance/head
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Official DOL plan name: Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Koerner Distributor, Inc. · Illinois · Wholesale Trade

$21M in assets, 175 participants

Koerner Distributor, Inc.'s Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust reported $21M in total assets and 175 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,197 in Wholesale Trade (6,843 peers)

Coverage in Illinois

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust covers 175 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $21M.

#5,197
in Wholesale Trade (6,843 peers)
-15.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$20,869,864 Top 22% higher than 78% 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

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (175 participants).

Plan-year Form 5500 strip

Filing strip 371107566 · Koerner Distributor, Inc. PY 2022 · 401(k)

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust · $21M · 175 · 78th

  • SCH $21M
  • SCH 175
  • SCH 78th
  • SCH 401(k)
  • SCH near Liberty Hill Equity Partners 401(k) Profit Sharing Plan
  • SCH ind #5197

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 Illinois →

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and TrustKoerner Distributor, Inc. 40…$21MLiberty Hill Equity Partners 401(k) Profit Sharing PlanLiberty Hill Equity Partners…$21MAffordable Interior Systems, Inc. 401(k) PlanAffordable Interior Systems,…$21MCalifornia Casualty Savings Investment Plan for Hourly EmployeesCalifornia Casualty Savings …$21MSt&r/Wti Retirement Savings PlanSt&r/Wti Retirement Savings …$21M
End-of-year total assets ($M) among Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN371107566
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koerner Distributor, Inc.)

Sponsor-wide plan assets over time

All Koerner Distributor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 35.73456923341714% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $20.9M $28.3M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 175 $21M
2023 1 179 $25M
2024 1 188 $28M

Nearby 401(k) Plans in Illinois

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

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.020869864 · Participants: 175Koerner Distributor, Inc. 401(k) Profit Sharing Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Liberty Hill Equity Partners 401(k) Profit Sharing Plan in OH ($21M); by covered participants it is Gudenkauf Corporation 401(k) Profit Sharing Plan in OH (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust declined sharply - down 15.8% during 2022, from $25M to $21M. Reported net income was -$4M.
How have Koerner Distributor, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koerner Distributor, Inc.'s sponsor-wide assets grew 35.7%, from $21M to $28M.
Where does Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 78th 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 Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Liberty Hill Equity Partners 401(k) Profit Sharing Plan in OH ($21M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gudenkauf Corporation 401(k) Profit Sharing Plan in OH (175 participants, N/A 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 371107566.

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.