401(k) · DOL Form 5500 · 2023

Koa Speer Electronics, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
93
Participants Small participant base
82nd
Percentile by assets National rank
$405,248
Avg per participant High balance/head
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Official DOL plan name: Koa Speer Electronics 401(k) Pension Plan · Sponsored by Koa Speer Electronics, Inc. · Pennsylvania · Wholesale Trade

$38M in assets, 93 participants

Koa Speer Electronics, Inc.'s Koa Speer Electronics 401(k) Pension Plan reported $38M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,197 in Wholesale Trade (6,309 peers)

Where Koa Speer Electronics 401(k) Pension Plan sits by assets

Koa Speer Electronics 401(k) Pension Plan sits in the top quartile of all filed plans by assets, $38M for 93 participants (~$405,248/participant), up 9.4% in 2023.

#5,197
in Wholesale Trade (6,309 peers)
+9.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Koa Speer Electronics 401(k) Pension Plan's outsized position by total assets

Koa Speer Electronics 401(k) Pension Plan vs every filed plan by assets

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

$37,688,071 Top 18% higher than 82% 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

Koa Speer Electronics 401(k) Pension 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. Koa Speer Electronics 401(k) Pension Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Koa Speer Electronics 401(k) Pension Plan reported net income rose from -$10M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Koa Speer Electronics 401(k) Pension Plan end-of-year assets rose from $34M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Koa Speer Electronics 401(k) Pension Plan reported participants rose from 92 in the plan year 2022 filing to 93 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251867087 · Koa Speer Electronics, Inc. PY 2023 · 401(k)

Koa Speer Electronics 401(k) Pension Plan · $38M · 93 · 82nd

  • PART $38M
  • TYPE 93
  • NET 82nd
  • BOOK 401(k)
  • VS-ST near Plumbers' Supply Company 401(k) Profit Sharing Plan
  • BOY ind #5197

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 Pennsylvania →

Koa Speer Electronics 401(k) Pension Plan in the asset neighbourhood

Koa Speer Electronics 401(k) Pension PlanKoa Speer Electronics 401(k)…$38MPlumbers' Supply Company 401(k) Profit Sharing PlanPlumbers' Supply Company 401…$38MWisconsin Aluminum Foundry Co., Inc 401(k) Rtmt Savings PlanWisconsin Aluminum Foundry C…$38MGreenway Automotive Group 401(k) PlanGreenway Automotive Group 40…$38MJma Wireless 401(k) Plan$38M
End-of-year total assets ($M) among Koa Speer Electronics 401(k) Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$38M
Net Income$3M
Employer EIN251867087
Plan Effective Date1986-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koa Speer Electronics, Inc.)

Sponsor-wide plan assets over time

All Koa Speer Electronics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 16.49515299696203% vs 2022
2024 filing year
$32M$34M$36M$38M$40M$42M 202220232024 $34.5M $40.1M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 92 $34M
2023 1 93 $38M
2024 1 81 $40M

Nearby 401(k) Plans in Pennsylvania

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

Koa Speer Electronics 401(k) Pension Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Koa Speer Electronics 401(k) Pension Plan, Total assets ($B): 0.037688071 · Participants: 93Koa Speer Electronics 401(k) Pension PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Koa Speer Electronics 401(k) Pension Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Koa Speer Electronics 401(k) Pension Plan side-by-side with 3 peers →

Koa Speer Electronics 401(k) Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Plumbers' Supply Company 401(k) Profit Sharing Plan in MA ($38M); by covered participants it is O'neill Service Group, LLC 401(k) Savings Plan in WA (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Koa Speer Electronics 401(k) Pension Plan assets move in 2023? ▼
Koa Speer Electronics 401(k) Pension Plan grew at a solid clip - up 9.4% during 2023, from $34M to $38M. Reported net income was $3M.
How have Koa Speer Electronics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koa Speer Electronics, Inc.'s sponsor-wide assets grew 16.5%, from $34M to $40M.
Where does Koa Speer Electronics 401(k) Pension Plan rank by assets among Form 5500 filers? ▼
Koa Speer Electronics 401(k) Pension Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Koa Speer Electronics 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plumbers' Supply Company 401(k) Profit Sharing Plan in MA ($38M, 279 participants).
Which 401(k) plans cover a similar participant headcount to Koa Speer Electronics 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O'neill Service Group, LLC 401(k) Savings Plan in WA (93 participants, N/A 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 251867087.

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.