401(k) · DOL Form 5500 · 2023

Koerner Distributor, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
179
Participants Small participant base
77th
Percentile by assets National rank
$140,935
Avg per participant Near avg balance/head
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Official DOL plan name: Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Koerner Distributor, Inc. · Illinois · Wholesale Trade

$25M in assets, 179 participants

Koerner Distributor, Inc.'s Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust reported $25M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,738 in Wholesale Trade (6,309 peers)

Coverage in Illinois

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust covers 179 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $25M.

#4,738
in Wholesale Trade (6,309 peers)
+20.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$25,227,282 Top 23% higher than 77% 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

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 175 in the plan year 2022 filing to 179 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 371107566 · Koerner Distributor, Inc. PY 2023 · 401(k)

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust · $25M · 179 · 77th

  • PCT $25M
  • EIN 179
  • RANK 77th
  • PHOTO 401(k)
  • IND near Smarte Carte, Inc. 401(k) Plan
  • EOY ind #4738

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 Illinois →

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and TrustKoerner Distributor, Inc. 40…$25MSmarte Carte, Inc. 401(k) PlanSmarte Carte, Inc. 401(k) Pl…$25MWebpt, Inc. 401(k) Plan$25MG2 Software Systems, Inc. Retirement PlanG2 Software Systems, Inc. Re…$25MCitizens Bank 401(k) Plan$25M
End-of-year total assets ($M) among Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN371107566
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koerner Distributor, Inc.)

Sponsor-wide plan assets over time

All Koerner Distributor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 35.73456923341714% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $20.9M $28.3M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 175 $21M
2023 1 179 $25M
2024 1 188 $28M

Nearby 401(k) Plans in Illinois

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

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.025227282 · Participants: 179Koerner Distributor, Inc. 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Smarte Carte, Inc. 401(k) Plan in MN ($25M); by covered participants it is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 20.9% during 2023, from $21M to $25M. Reported net income was $4M.
How have Koerner Distributor, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koerner Distributor, Inc.'s sponsor-wide assets grew 35.7%, from $21M to $28M.
Where does Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 77th 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 Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Smarte Carte, Inc. 401(k) Plan in MN ($25M, 830 participants).
Which 401(k) plans cover a similar participant headcount to Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants, $4M 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 371107566.

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.