Profit Sharing · DOL Form 5500 · 2023

Koelbel and Company Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
34th
Percentile by assets National rank
$871,476
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Employee Profit Sharing Plan and Trust Agreement · Sponsored by Koelbel and Company · Colorado · Real Estate

$3M in assets, 3 participants

Koelbel and Company's Employee Profit Sharing Plan and Trust Agreement reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,538 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Employee Profit Sharing Plan and Trust Agreement ranks #2,538 of 4,727 2023 filers by assets (993% of the sector average)-$3M for 3 participants.

#2,538
in Real Estate (4,727 peers)
+6.5%
assets growth YoY

Employee Profit Sharing Plan and Trust Agreement's mid-pack asset rank among Real Estate and all filers

Employee Profit Sharing Plan and Trust Agreement vs every filed plan by assets

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

$2,614,428 34th percentile higher than 34% 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

Employee Profit Sharing Plan and Trust Agreement among micro filed plans by headcount

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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Profit Sharing Plan and Trust Agreement reported net income rose from -$784K in the plan year 2022 filing to $159K in the plan year 2023 filing.
  • Employee Profit Sharing Plan and Trust Agreement reported participants fell from 42 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Employee Profit Sharing Plan and Trust Agreement end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 840476335 · Koelbel and Company PY 2023 · Profit Sharing

Employee Profit Sharing Plan and Trust Agreement · $3M · 3 · 34th

  • SCH $3M
  • EBSA 3
  • PART 34th
  • TYPE Profit Sharing
  • NET near C D Healthcare Profit Sharing Plan and Trust
  • BOOK ind #2538

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 Real Estate retirement plans → · Plans in Colorado →

Employee Profit Sharing Plan and Trust Agreement in the asset neighbourhood

C D Healthcare Profit Sharing Plan and TrustC D Healthcare Profit Sharin…$3MD & S International, Inc. Employees' Profit Sharing Plan & TrustD & S International, Inc. Em…$3MEmployee Profit Sharing Plan and Trust AgreementEmployee Profit Sharing Plan…$3MRdt Profit Sharing Plan$3MAunt Charlottes Candies Inc Profit Sharing PlanAunt Charlottes Candies Inc …$3M
End-of-year total assets ($M) among Employee Profit Sharing Plan and Trust Agreement and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$159K
Employer EIN840476335
Plan Effective Date1969-11-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Koelbel and Company)

Sponsor-wide plan assets over time

All Koelbel and Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.525755966862462% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.46M $2.86M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 42 $2M
2023 1 3 $3M
2024 1 3 $3M

Nearby Profit Sharing Plans in Colorado

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

Employee Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Employee Profit Sharing Plan and Trust Agreement, Total assets ($M): 2.614428 · Participants: 3Employee Profit Sharing Plan and Trust AgreementHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
Employee Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Employee Profit Sharing Plan and Trust Agreement side-by-side with 3 peers →

Employee Profit Sharing Plan and Trust Agreement's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is C D Healthcare Profit Sharing Plan and Trust in CA ($3M); by covered participants it is Prairiestar Enterprises, Inc. Profit Sharing Plan in KS (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 Employee Profit Sharing Plan and Trust Agreement assets move in 2023? ▼
Employee Profit Sharing Plan and Trust Agreement grew at a solid clip - up 6.5% during 2023, from $2M to $3M. Reported net income was $159K.
How have Koelbel and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koelbel and Company's sponsor-wide assets grew 16.5%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Employee Profit Sharing Plan and Trust Agreement? ▼
Among Profit Sharing plans in other states, the closest by assets is C D Healthcare Profit Sharing Plan and Trust in CA ($3M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Employee Profit Sharing Plan and Trust Agreement? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Prairiestar Enterprises, Inc. Profit Sharing Plan in KS (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 840476335.

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.