401(k) · DOL Form 5500 · 2023

Leo Koenig, Inc. 401(k) Plan

Data updated 2026-08-25

$404K
Total assets Small plan by assets
3
Participants Small participant base
16th
Percentile by assets National rank
$134,677
Avg per participant Near avg balance/head
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Official DOL plan name: Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan · Sponsored by Leo Koenig, Inc. · New York · Retail Trade

$404K in assets, 3 participants

Leo Koenig, Inc.'s Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan reported $404K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,211 in Retail Trade (8,414 peers)

Leo Koenig, Inc. multi-year trail

Leo Koenig, Inc.'s plans moved +64.1% in assets from 2022 to 2024; this filing shows Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan at $404K / 3 participants.

#2,211
in Retail Trade (8,414 peers)
+54.7%
assets growth YoY

Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan among the smaller filed plans by assets

Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan vs every filed plan by assets

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

$404,032 16th percentile higher than 16% 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

Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan reported net income rose from $4K in the plan year 2022 filing to $143K in the plan year 2023 filing.
  • Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan end-of-year assets rose from $261K in the plan year 2022 filing to $404K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113468877 · Leo Koenig, Inc. PY 2023 · 401(k)

Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan · $404K · 3 · 16th

  • EIN $404K
  • RANK 3
  • PHOTO 16th
  • IND 401(k)
  • EOY near Dw Collier Engineering, Inc. Safe Harbor 401(k) Plan
  • 5500 ind #2211

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 Retail Trade retirement plans → · Plans in New York →

Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan in the asset neighbourhood

Leo Koenig, Inc. Salary Deferral and Profit Sharing PlanLeo Koenig, Inc. Salary Defe…$404KDw Collier Engineering, Inc. Safe Harbor 401(k) PlanDw Collier Engineering, Inc.…$404KHavlock Enterprises, Inc. 401(k) Profit Sharing PlanHavlock Enterprises, Inc. 40…$404KLearning Scope Academy, Inc, 401(k) PlanLearning Scope Academy, Inc,…$404KG & a Janauer, Inc. 401(k) PlanG & a Janauer, Inc. 401(k) P…$404K
End-of-year total assets ($M) among Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Leo Koenig, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$429K 64.07397199445708% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.26M $0.43M ▲ +65.4%
Year Plans Participants Total Assets
2022 1 3 $261K
2023 1 3 $404K
2024 1 3 $429K

Leo Koenig, Inc. filing trail (2023)

Total Assets (Beginning of Year)$261K
Net Assets (End of Year)$404K
Net Income$143K
Employer EIN113468877
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan, Total assets ($B): 0.000404032 · Participants: 3Leo Koenig, Inc. Salary Deferral and Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan side-by-side with 3 peers →

Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dw Collier Engineering, Inc. Safe Harbor 401(k) Plan in TN ($404K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan assets move in 2023? ▼
Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan surged - up 54.7% during 2023, from $261K to $404K. Reported net income was $143K.
How have Leo Koenig, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leo Koenig, Inc.'s sponsor-wide assets grew 64.1%, from $261K to $429K.
Where does Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dw Collier Engineering, Inc. Safe Harbor 401(k) Plan in TN ($404K, 10 participants).
Which 401(k) plans cover a similar participant headcount to Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 113468877.

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.