Other · DOL Form 5500 · 2022

Koenig Equipment, Inc. Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
324
Participants Below avg headcount
74th
Percentile by assets National rank
$51,437
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Koenig Equipment, Inc · Sponsored by Koenig Equipment, Inc. · Ohio · Agriculture, Forestry & Fishing

$17M in assets, 324 participants

Koenig Equipment, Inc.'s Employee Benefit Plan of Koenig Equipment, Inc reported $17M in total assets and 324 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #1,254 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in Ohio

Employee Benefit Plan of Koenig Equipment, Inc covers 324 participants in Ohio, about 42% of the average Ohio filer (state average ~765 per filing). Assets: $17M.

#1,254
in Agriculture, Forestry & Fishing (1,523 peers)
+10.0%
assets growth YoY

Employee Benefit Plan of Koenig Equipment, Inc's outsized position by total assets

Employee Benefit Plan of Koenig Equipment, Inc vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,665,672 Top 26% higher than 74% of 139,123 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 2022

Employee Benefit Plan of Koenig Equipment, Inc among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Koenig Equipment, Inc sits mid-pack in the medium band (324 participants).

Plan-year Form 5500 strip

Filing strip 341152820 · Koenig Equipment, Inc. PY 2022 · Other

Employee Benefit Plan of Koenig Equipment, Inc · $17M · 324 · 74th

  • 5500 $17M
  • ASSETS 324
  • PCT 74th
  • EIN Other
  • RANK near Colorado Iron Workers Individual Account Trust Fund
  • PHOTO ind #1254

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Ohio →

Employee Benefit Plan of Koenig Equipment, Inc in the asset neighbourhood

Employee Benefit Plan of Koenig Equipment, IncEmployee Benefit Plan of Koe…$17MColorado Iron Workers Individual Account Trust FundColorado Iron Workers Indivi…$17MThe Roeper School Savings and Match PlanThe Roeper School Savings an…$17MIcuf Multiple Employer Plan$17MProvidence Academy Defined Contribution Retirement PlanProvidence Academy Defined C…$17M
End-of-year total assets ($M) among Employee Benefit Plan of Koenig Equipment, Inc and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN341152820
Plan Effective Date1987-11-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Koenig Equipment, Inc.)

Sponsor-wide plan assets over time

All Koenig Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 21.818106104572323% vs 2022
2023 filing year
$16M$18M$20M$22M 20222023 $16.7M $20.3M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 324 $17M
2023 1 338 $20M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Employee Benefit Plan of Koenig Equipment, Inc vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Employee Benefit Plan of Koenig Equipment, Inc, Total assets ($B): 0.016665672 · Participants: 324Employee Benefit Plan of Koenig Equipment, IncCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Employee Benefit Plan of Koenig Equipment, Inc vs. nearby Other plans in Ohio, assets vs. participants
Compare Employee Benefit Plan of Koenig Equipment, Inc side-by-side with 3 peers →

Employee Benefit Plan of Koenig Equipment, Inc's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Colorado Iron Workers Individual Account Trust Fund in CO ($17M); by covered participants it is Gift of Hope Organ & Tissue Donor Network 403(b) Plan in IL (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Employee Benefit Plan of Koenig Equipment, Inc assets move in 2022? ▼
Employee Benefit Plan of Koenig Equipment, Inc grew at a solid clip - up 10.0% during 2022, from $15M to $17M. Reported net income was $2M.
How have Koenig Equipment, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Koenig Equipment, Inc.'s sponsor-wide assets grew 21.8%, from $17M to $20M.
Which Other plans are similar in size to Employee Benefit Plan of Koenig Equipment, Inc? ▼
Among Other plans in other states, the closest by assets is Colorado Iron Workers Individual Account Trust Fund in CO ($17M, 328 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of Koenig Equipment, Inc? ▼
Among Other plans in other states, the closest by covered participants is Gift of Hope Organ & Tissue Donor Network 403(b) Plan in IL (324 participants, $43M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341152820.

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.