401(k) · DOL Form 5500 · 2023
Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 54
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $577,191
- Avg per participant High balance/head
Official DOL plan name: Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan · Sponsored by Kowert, Hood, Munyon, Rankin & Goetzel, P.C. · Texas · Professional & Technical Services
$31M in assets, 54 participants
Kowert, Hood, Munyon, Rankin & Goetzel, P.C.'s Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan reported $31M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #16,321 in Professional & Technical Services (20,321 peers)
Where Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan sits by assets
Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 54 participants (~$577,191/participant), up 28.4% in 2023.
- #16,321
- in Professional & Technical Services (20,321 peers)
- +28.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan's outsized position by total assets
Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,168,337 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) 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. Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan is a small filing (54 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan reported participants fell from 60 in the plan year 2022 filing to 54 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 830339293 · Kowert, Hood, Munyon, Rankin & Goetzel, P.C. PY 2023 · 401(k)
Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan · $31M · 54 · 80th
- BOY $31M
- SCH 54
- EBSA 80th
- PART 401(k)
- TYPE near Paragon Die & Engineering Co Retirement Svgs Pl
- NET ind #16321
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 Professional & Technical Services retirement plans → · Plans in Texas →
Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $7M |
| Employer EIN | 830339293 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kowert, Hood, Munyon, Rankin & Goetzel, P.C.)
Sponsor-wide plan assets over time
All Kowert, Hood, Munyon, Rankin & Goetzel, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 46.361347324196025% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 60 | $24M |
| 2023 | 1 | 54 | $31M |
| 2024 | 1 | 56 | $36M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Kowert, Hood, Munyon, Rankin & Goetzel, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Paragon Die & Engineering Co Retirement Svgs Pl in MI ($31M); by covered participants it is Arco Publicidad Retirement Plan in PR (54 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Paragon Die & Engineering Co Retirement Svgs Pl (MI) $31M · 168
- Kennebunk Savings Bank 401(k) Plan (ME) $31M · 366
- Outcomes 401(k) Profit Sharing Plan (FL) $31M · 755
- H. H. Barnum Company 401(k) Profit Sharing Plan (MI) $31M · 262
Similar participant headcount
Nearest other-state filings by covered participants (54 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.