401(k) · DOL Form 5500 · 2022

Leo Koenig, Inc. 401(k) Plan

Data updated 2026-08-25

$261K
Total assets Small plan by assets
3
Participants Small participant base
13th
Percentile by assets National rank
$87,078
Avg per participant Below avg balance/head
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Official DOL plan name: Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan · Sponsored by Leo Koenig, Inc. · New York · Retail Trade

$261K in assets, 3 participants

Leo Koenig, Inc.'s Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan reported $261K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,831 in Retail Trade (9,519 peers)

Leo Koenig, Inc. multi-year trail

Leo Koenig, Inc.'s plans moved +64.1% in assets from 2022 to 2024; this filing shows Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan at $261K / 3 participants.

#1,831
in Retail Trade (9,519 peers)
+1.7%
assets growth YoY

Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan among the smaller filed plans by assets

Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan vs every filed plan by assets

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

$261,234 13th percentile higher than 13% 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

Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 113468877 · Leo Koenig, Inc. PY 2022 · 401(k)

Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan · $261K · 3 · 13th

  • TYPE $261K
  • NET 3
  • BOOK 13th
  • VS-ST 401(k)
  • BOY near Windy Ridge Ventures Retirement Plan
  • SCH ind #1831

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 Retail Trade retirement plans → · Plans in New York →

Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan in the asset neighbourhood

Leo Koenig, Inc. Salary Deferral and Profit Sharing PlanLeo Koenig, Inc. Salary Defe…$261KWindy Ridge Ventures Retirement PlanWindy Ridge Ventures Retirem…$261KTitley Holdings, Inc. 401 (K) PlanTitley Holdings, Inc. 401 (K…$261KMast & Maine Inc. Retirement PlanMast & Maine Inc. Retirement…$261KMonadnock Community Market Cooperative 401(k) PlanMonadnock Community Market C…$261K
End-of-year total assets ($M) among Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Leo Koenig, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Leo Koenig, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$429K 64.07397199445708% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.26M $0.43M ▲ +65.4%
Year Plans Participants Total Assets
2022 1 3 $261K
2023 1 3 $404K
2024 1 3 $429K

Leo Koenig, Inc. filing trail (2022)

Total Assets (Beginning of Year)$257K
Net Assets (End of Year)$261K
Net Income$4K
Employer EIN113468877
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan, Total assets ($B): 0.000261234 · Participants: 3Leo Koenig, Inc. Salary Deferral and Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan side-by-side with 3 peers →

Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Windy Ridge Ventures Retirement Plan in NC ($261K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($261K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan assets move in 2022? ▼
Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan edged up modestly - up 1.7% during 2022, from $257K to $261K. Reported net income was $4K.
How have Leo Koenig, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leo Koenig, Inc.'s sponsor-wide assets grew 64.1%, from $261K to $429K.
Where does Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Windy Ridge Ventures Retirement Plan in NC ($261K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 113468877.

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.