401(k) · DOL Form 5500 · 2023

John E. Koerner & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
31
Participants Small participant base
42nd
Percentile by assets National rank
$145,607
Avg per participant Above avg balance/head
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Official DOL plan name: John E. Koerner & Company, Inc. Profit Sharing Plan · Sponsored by John E. Koerner & Co., Inc. · Louisiana · Wholesale Trade

$5M in assets, 31 participants

John E. Koerner & Co., Inc.'s John E. Koerner & Company, Inc. Profit Sharing Plan reported $5M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,989 in Wholesale Trade (6,309 peers)

John E. Koerner & Co., Inc. multi-year trail

John E. Koerner & Co., Inc.'s plans moved +44.1% in assets from 2022 to 2024; this filing shows John E. Koerner & Company, Inc. Profit Sharing Plan at $5M / 31 participants.

#1,989
in Wholesale Trade (6,309 peers)
+21.7%
assets growth YoY

John E. Koerner & Company, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

John E. Koerner & Company, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,513,823 42nd percentile higher than 42% 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

John E. Koerner & Company, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John E. Koerner & Company, Inc. Profit Sharing Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John E. Koerner & Company, Inc. Profit Sharing Plan reported net income rose from -$935K in the plan year 2022 filing to $804K in the plan year 2023 filing.
  • John E. Koerner & Company, Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • John E. Koerner & Company, Inc. Profit Sharing Plan reported participants rose from 27 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 720544427 · John E. Koerner & Co., Inc. PY 2023 · 401(k)

John E. Koerner & Company, Inc. Profit Sharing Plan · $5M · 31 · 42nd

  • IND $5M
  • IND 31
  • IND 42nd
  • IND 401(k)
  • IND near Oakland Industries 401(k) Plan
  • IND ind #1989

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 Louisiana →

John E. Koerner & Company, Inc. Profit Sharing Plan in the asset neighbourhood

John E. Koerner & Company, Inc. Profit Sharing PlanJohn E. Koerner & Company, I…$5MOakland Industries 401(k) PlanOakland Industries 401(k) Pl…$5MCirata 401(k) Retirement Plan$5MCommunity Health Network$5MJcj-Raleigh, LLC 401(k) Plan$5M
End-of-year total assets ($M) among John E. Koerner & Company, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

John E. Koerner & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All John E. Koerner & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 44.1347125341143% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.71M $5.35M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 27 $4M
2023 1 31 $5M
2024 1 33 $5M

John E. Koerner & Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$804K
Employer EIN720544427
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

John E. Koerner & Company, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants John E. Koerner & Company, Inc. Profit Sharing Plan, Total assets ($B): 0.004513823 · Participants: 31John E. Koerner & Company, Inc. Profit Sharing PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
John E. Koerner & Company, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare John E. Koerner & Company, Inc. Profit Sharing Plan side-by-side with 3 peers →

John E. Koerner & Company, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Oakland Industries 401(k) Plan in MI ($5M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (31 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 John E. Koerner & Company, Inc. Profit Sharing Plan assets move in 2023? ▼
John E. Koerner & Company, Inc. Profit Sharing Plan grew sharply - up 21.7% during 2023, from $4M to $5M. Reported net income was $804K.
How have John E. Koerner & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John E. Koerner & Co., Inc.'s sponsor-wide assets grew 44.1%, from $4M to $5M.
Which 401(k) plans are similar in size to John E. Koerner & Company, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oakland Industries 401(k) Plan in MI ($5M, 102 participants).
Which 401(k) plans cover a similar participant headcount to John E. Koerner & Company, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M 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 720544427.

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.