401(k) · DOL Form 5500 · 2023
Koonz, Mckenney, Johnson, & Depaolis, LLP 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $890,936
- Avg per participant High balance/head
Official DOL plan name: Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan · Sponsored by Koonz, Mckenney, Johnson, & Depaolis, LLP · District of Columbia · Professional & Technical Services
$22M in assets, 25 participants
Koonz, Mckenney, Johnson, & Depaolis, LLP's Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan reported $22M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #15,165 in Professional & Technical Services (20,321 peers)
Where Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan sits by assets
Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $22M for 25 participants (~$890,936/participant), up 20.0% in 2023.
- #15,165
- in Professional & Technical Services (20,321 peers)
- +20.0%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan's outsized position by total assets
Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,273,399 Top 25% higher than 75% 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
Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings 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. Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan reported participants fell from 27 in the plan year 2022 filing to 25 in the plan year 2023 filing.
DOL schedule card
Filing strip 522017020 · Koonz, Mckenney, Johnson, & Depaolis, LLP PY 2023 · 401(k)
Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan · $22M · 25 · 75th
- EBSA $22M
- PART 25
- TYPE 75th
- NET 401(k)
- BOOK near Warmington Group Cash Option Profit Sharing Plan
- VS-ST ind #15165
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 District of Columbia →
Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $4M |
| Employer EIN | 522017020 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Koonz, Mckenney, Johnson, & Depaolis, LLP)
Sponsor-wide plan assets over time
All Koonz, Mckenney, Johnson, & Depaolis, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 3.975285191171962% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $19M |
| 2023 | 1 | 25 | $22M |
| 2024 | 1 | 25 | $18M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
- Geico 401(k) Savings Plan $5.8B · 39,034
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
- Finra Savings Plus Plan $2.2B · 3,958
- Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870
Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Warmington Group Cash Option Profit Sharing Plan in CA ($22M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Warmington Group Cash Option Profit Sharing Plan (CA) $22M · 105
- Liberty Tire Services, LLC 401(k) Plan (PA) $22M · 1,604
- Tri Star Services, LLC 401(k) Plan (TN) $22M · 2,400
- Surgical Centers 401(k) Retirement Plan (SD) $22M · 308
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Pyromet 401(k) Plan (PA) 25 · 0 off
- Pulley & Associates, Inc. Profit Sharing Plan (GA) 25 · 0 off
- Two Daughters Logistics, Inc. 401(k) Profit Sharing Plan and Trust (CA) 25 · 0 off
- Kathcar Incorporated Retirement Plan (PA) 25 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.