401(k) · DOL Form 5500 · 2023
Honkamp Krueger & Co., P.C. 401(k) Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 266
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $219,111
- Avg per participant Above avg balance/head
Official DOL plan name: Honkamp Krueger & Co 401(k) Profit Sharing Plan and Trust · Sponsored by Honkamp Krueger & Co., P.C. · Iowa · Professional & Technical Services
$58M in assets, 266 participants
Honkamp Krueger & Co., P.C.'s Honkamp Krueger & Co 401(k) Profit Sharing Plan and Trust reported $58M in total assets and 266 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #17,916 in Professional & Technical Services (20,321 peers)
Coverage in Iowa
Honkamp Krueger & Co 401(k) Profit Sharing Plan and Trust covers 266 participants in Iowa, about 44% of the average Iowa filer (state average ~609 per filing). Assets: $58M.
- #17,916
- in Professional & Technical Services (20,321 peers)
- +20.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Honkamp Krueger & Co 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Honkamp Krueger & Co 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$58,283,398 Top 13% higher than 87% 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
Honkamp Krueger & Co 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. Honkamp Krueger & Co 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (266 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Honkamp Krueger & Co 401(k) Profit Sharing Plan and Trust reported net income rose from -$8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Honkamp Krueger & Co 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $48M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- Honkamp Krueger & Co 401(k) Profit Sharing Plan and Trust reported participants rose from 241 in the plan year 2022 filing to 266 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 420946155 · Honkamp Krueger & Co., P.C. PY 2023 · 401(k)
Honkamp Krueger & Co 401(k) Profit Sharing Plan and Trust · $58M · 266 · 87th
- BOY $58M
- SCH 266
- EBSA 87th
- PART 401(k)
- TYPE near Aviation Communications & Surveillance Systems 401(k) Plan
- NET ind #17916
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 Iowa →
Honkamp Krueger & Co 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $10M |
| Employer EIN | 420946155 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Honkamp Krueger & Co., P.C.)
Sponsor-wide plan assets over time
All Honkamp Krueger & Co., P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $66M 37.297850708706086% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 241 | $48M |
| 2023 | 1 | 266 | $58M |
| 2024 | 1 | 335 | $66M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Honkamp Krueger & Co 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Aviation Communications & Surveillance Systems 401(k) Plan in FL ($58M); by covered participants it is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.
- First Heritage Credit, LLC 401(k) Profit Sharing Plan (MS) 266 · 0 off
- Topographic Om, Inc. Retirement Plan (TX) 266 · 0 off
- Rental One 401(k) Plan (TX) 266 · 0 off
- Marbridge Foundation 401(k) Plan (TX) 266 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.