401(k) · DOL Form 5500 · 2023

Koerber Supply Chain LLC 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
259
Participants Below avg headcount
88th
Percentile by assets National rank
$267,048
Avg per participant High balance/head
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Official DOL plan name: Koerber Supply Chain Savings Plan · Sponsored by Koerber Supply Chain LLC · Texas · Manufacturing

$69M in assets, 259 participants

Koerber Supply Chain LLC's Koerber Supply Chain Savings Plan reported $69M in total assets and 259 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,546 in Manufacturing (18,722 peers)

Coverage in Texas

Koerber Supply Chain Savings Plan covers 259 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $69M.

#15,546
in Manufacturing (18,722 peers)
+17.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Koerber Supply Chain Savings Plan's outsized position by total assets

Koerber Supply Chain Savings Plan vs every filed plan by assets

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

$69,165,503 Top 12% higher than 88% 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

Koerber Supply Chain Savings Plan 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. Koerber Supply Chain Savings Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Koerber Supply Chain Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Koerber Supply Chain Savings Plan reported participants rose from N/A in the plan year 2022 filing to 259 in the plan year 2023 filing.
  • Koerber Supply Chain Savings Plan end-of-year assets rose from $59M in the plan year 2022 filing to $69M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 352741794 · Koerber Supply Chain LLC PY 2023 · 401(k)

Koerber Supply Chain Savings Plan · $69M · 259 · 88th

  • RANK $69M
  • PHOTO 259
  • IND 88th
  • EOY 401(k)
  • 5500 near Cassling 401(k) Savings Plan
  • ASSETS ind #15546

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 Manufacturing retirement plans → · Plans in Texas →

Koerber Supply Chain Savings Plan in the asset neighbourhood

Gate City Bank Retirement Savings PlanGate City Bank Retirement Sa…$69MKoerber Supply Chain Savings PlanKoerber Supply Chain Savings…$69MCassling 401(k) Savings Plan$69MHighlights Family of Companies Retirement PlanHighlights Family of Compani…$69MKing's Hawaiian 401(k) Plan$69M
End-of-year total assets ($M) among Koerber Supply Chain Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$69M
Net Income$10M
Employer EIN352741794
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koerber Supply Chain LLC)

Sponsor-wide plan assets over time

All Koerber Supply Chain LLC plans reported in each filing year

Latest sponsor-wide plan assets
$79M 34.705534575680225% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $58.7M $79.1M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 N/A $59M
2023 1 259 $69M
2024 1 331 $79M

Nearby 401(k) Plans in Texas

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

Koerber Supply Chain Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Koerber Supply Chain Savings Plan, Total assets ($B): 0.069165503 · Participants: 259Koerber Supply Chain Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Koerber Supply Chain Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Koerber Supply Chain Savings Plan side-by-side with 3 peers →

Koerber Supply Chain Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cassling 401(k) Savings Plan in NE ($69M); by covered participants it is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Koerber Supply Chain Savings Plan assets move in 2023? ▼
Koerber Supply Chain Savings Plan grew sharply - up 17.8% during 2023, from $59M to $69M. Reported net income was $10M.
How have Koerber Supply Chain LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koerber Supply Chain LLC's sponsor-wide assets grew 34.7%, from $59M to $79M.
Where does Koerber Supply Chain Savings Plan rank by assets among Form 5500 filers? ▼
Koerber Supply Chain Savings Plan ranks in the 88th 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 Koerber Supply Chain Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cassling 401(k) Savings Plan in NE ($69M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Koerber Supply Chain Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 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 352741794.

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.