Profit Sharing · DOL Form 5500 · 2023

Koenig Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$675,000
Avg per participant High balance/head
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Official DOL plan name: Koenig Holdings, Inc. Retirement Plan · Sponsored by Koenig Holdings, Inc. · Texas · Transportation & Warehousing

$1M in assets, 2 participants

Koenig Holdings, Inc.'s Koenig Holdings, Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #877 in Transportation & Warehousing (3,362 peers)

What the 2023 filing shows

Koenig Holdings, Inc. Retirement Plan holds $1M for 2 participants - about $675,000 per participant, in the lower half of filed plans by assets.

#877
in Transportation & Warehousing (3,362 peers)
+2.9%
assets growth YoY

Koenig Holdings, Inc. Retirement Plan among the smaller filed plans by assets

Koenig Holdings, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,350,000 26th percentile higher than 26% of 127,068 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 2023

Koenig Holdings, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koenig Holdings, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Koenig Holdings, Inc. Retirement Plan reported net income rose from $12K in the plan year 2022 filing to $38K in the plan year 2023 filing.
  • Koenig Holdings, Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 861642480 · Koenig Holdings, Inc. PY 2023 · Profit Sharing

Koenig Holdings, Inc. Retirement Plan · $1M · 2 · 26th

  • EOY $1M
  • 5500 2
  • ASSETS 26th
  • PCT Profit Sharing
  • EIN near Holiday Properties, Inc. Profit Sharing Plan
  • RANK ind #877

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Koenig Holdings, Inc. Retirement Plan in the asset neighbourhood

Koenig Holdings, Inc. Retirement PlanKoenig Holdings, Inc. Retire…$1MHoliday Properties, Inc. Profit Sharing PlanHoliday Properties, Inc. Pro…$1MLinda Bauermeister Discretionary Defined Contribution PlanLinda Bauermeister Discretio…$1MStruve and Laporte Funeral Home Profit Sharing PlanStruve and Laporte Funeral H…$1MJoseph M. Small, D.O., PC Profit Sharing PlanJoseph M. Small, D.O., PC Pr…$1M
End-of-year total assets ($M) among Koenig Holdings, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$38K
Employer EIN861642480
Plan Effective Date2021-01-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Koenig Holdings, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$1M 2.93405894032416% vs 2022
2024 filing year
$1.3M$1.32M$1.34M$1.36M 202220232024 $1.31M $1.35M ▲ +3.1%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby Profit Sharing Plans in Texas

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

Koenig Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Koenig Holdings, Inc. Retirement Plan, Total assets ($B): 0.00135 · Participants: 2Koenig Holdings, Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Koenig Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Koenig Holdings, Inc. Retirement Plan side-by-side with 3 peers →

Koenig Holdings, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Holiday Properties, Inc. Profit Sharing Plan in FL ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Koenig Holdings, Inc. Retirement Plan assets move in 2023? ▼
Koenig Holdings, Inc. Retirement Plan edged up modestly - up 2.9% during 2023, from $1M to $1M. Reported net income was $38K.
How have Koenig Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koenig Holdings, Inc.'s sponsor-wide assets grew 2.9%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Koenig Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Holiday Properties, Inc. Profit Sharing Plan in FL ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Koenig Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 861642480.

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.