Profit Sharing · DOL Form 5500 · 2023

Koeppel Holdings Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$359,165
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Koeppel Holdings Inc. Retirement Plan · Sponsored by Koeppel Holdings Inc. · Texas · Construction

$1M in assets, 3 participants

Koeppel Holdings Inc.'s Koeppel Holdings Inc. Retirement Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,007 in Construction (9,030 peers)

Koeppel Holdings Inc. multi-year trail

Koeppel Holdings Inc.'s plans moved +285.6% in assets from 2022 to 2024; this filing shows Koeppel Holdings Inc. Retirement Plan at $1M / 3 participants.

#2,007
in Construction (9,030 peers)
+151.2%
assets growth YoY

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

Koeppel Holdings Inc. Retirement Plan vs every filed plan by assets

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

$1,077,496 24th percentile higher than 24% 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

Koeppel 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. Koeppel Holdings Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Koeppel Holdings Inc. Retirement Plan reported net income rose from $77K in the plan year 2022 filing to $648K in the plan year 2023 filing.
  • Koeppel Holdings Inc. Retirement Plan reported participants rose from 1 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Koeppel Holdings Inc. Retirement Plan end-of-year assets rose from $429K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 871240393 · Koeppel Holdings Inc. PY 2023 · Profit Sharing

Koeppel Holdings Inc. Retirement Plan · $1M · 3 · 24th

  • SCH $1M
  • SCH 3
  • SCH 24th
  • SCH Profit Sharing
  • SCH near Trident Process Inc.- Profit Sharing Trust
  • SCH ind #2007

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 Construction retirement plans → · Plans in Texas →

Koeppel Holdings Inc. Retirement Plan in the asset neighbourhood

Koeppel Holdings Inc. Retirement PlanKoeppel Holdings Inc. Retire…$1MTrident Process Inc.- Profit Sharing TrustTrident Process Inc.- Profit…$1MPuerto Rico Federal Credit Union 1081.01 Retirement PlanPuerto Rico Federal Credit U…$1MElectron Service Corporation Retirement PlanElectron Service Corporation…$1MEsposito Nursery, Inc. Profit Sharing Plan and TrustEsposito Nursery, Inc. Profi…$1M
End-of-year total assets ($M) among Koeppel Holdings Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Koeppel Holdings Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Koeppel Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 285.64125874125875% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.43M $1.65M ▲ +283.7%
Year Plans Participants Total Assets
2022 1 1 $429K
2023 1 3 $1M
2024 1 6 $2M

Koeppel Holdings Inc. filing trail (2023)

Total Assets (Beginning of Year)$429K
Net Assets (End of Year)$1M
Net Income$648K
Employer EIN871240393
Plan Effective Date2021-06-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Koeppel Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Koeppel Holdings Inc. Retirement Plan, Total assets ($B): 0.001077496 · Participants: 3Koeppel 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
Koeppel Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Koeppel Holdings Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Profit Sharing by assets is Trident Process Inc.- Profit Sharing Trust in IA ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Koeppel Holdings Inc. Retirement Plan assets move in 2023? ▼
Koeppel Holdings Inc. Retirement Plan surged - up 151.2% during 2023, from $429K to $1M. Reported net income was $648K.
How have Koeppel Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koeppel Holdings Inc.'s sponsor-wide assets grew 285.6%, from $429K to $2M.
Where does Koeppel Holdings Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Koeppel Holdings Inc. Retirement Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Koeppel Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Trident Process Inc.- Profit Sharing Trust in IA ($1M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Koeppel Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 871240393.

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.