Profit Sharing · DOL Form 5500 · 2024

Koenig Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 2
Participants Small participant base: 26th
Percentile by assets National rank: $675,250
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Koenig Holdings, Inc. Retirement Plan · Sponsored by Koenig Holdings, Inc. · Texas · Transportation & Warehousing

$1M in assets, 2 participants

Koenig Holdings, Inc.'s Koenig Holdings, Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

#878 in Transportation & Warehousing (3,299 peers)

What the 2024 filing shows

Koenig Holdings, Inc. Retirement Plan holds $1M for 2 participants - about $675,250 per participant, in the lower half of filed plans by assets.

#878
in Transportation & Warehousing (3,299 peers): +0.0%
assets growth YoY

Koenig Holdings, Inc. Retirement Plan among the smaller filed plans by assets

Koenig Holdings, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,350,500 26th percentile higher than 26% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Koenig Holdings, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koenig Holdings, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Koenig Holdings, Inc. Retirement Plan reported net income fell from $38K in the plan year 2023 filing to $500 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 861642480 · Koenig Holdings, Inc. PY 2024 · Profit Sharing

Koenig Holdings, Inc. Retirement Plan · $1M · 2 · 26th

TYPE $1M
TYPE 2
TYPE 26th
TYPE Profit Sharing
TYPE near Bradley and Sons, Inc. Profit Sharing Plan
TYPE ind #878

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 Transportation & Warehousing retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Koenig Holdings, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$500
Employer EIN	861642480
Plan Effective Date	2021-01-29
Filing Status	FILING RECEIVED

Sponsor Plan History (Koenig Holdings, Inc.)

Latest sponsor-wide plan assets: $1M 2.93405894032416% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$1M
2023	1	2	$1M
2024	1	2	$1M

Nearby Profit Sharing Plans in Texas

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

Koenig Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Baylor College of Medicine Retirement Plan $2.0B · 10,721
H-E-B Partner Stock Plan $1.6B · 103,962
The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069

Compare Koenig Holdings, Inc. Retirement Plan side-by-side with 3 peers →

Koenig Holdings, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Bradley and Sons, Inc. Profit Sharing Plan in CA ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Bradley and Sons, Inc. Profit Sharing Plan (CA) $1M · 28
H & T Medicals, Incorporated Retirement Plan (RI) $1M · 117
Rb's Hhi Rentals Inc. Retirement Plan (SC) $1M · 1
Kosmerl & Company Employees Profit Sharing Plan (PA) $1M · 4

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Group H Capital Corporation Profit Sharing Plan and Trust (VA) 2 · 0 off
Stenorkat Corporation Profit Sharing Plan (MA) 2 · 0 off
Short Enterprises, Inc. Profit Sharing Plan and Trust (CO) 2 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Koenig Holdings, Inc. Retirement Plan assets move in 2024? ▼

Koenig Holdings, Inc. Retirement Plan held essentially flat - up 0.0% during 2024, from $1M to $1M. Reported net income was $500.

How have Koenig Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Koenig Holdings, Inc.'s sponsor-wide assets grew 2.9%, from $1M to $1M.

Which Profit Sharing plans are similar in size to Koenig Holdings, Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Bradley and Sons, Inc. Profit Sharing Plan in CA ($1M, 28 participants).

Which Profit Sharing plans cover a similar participant headcount to Koenig Holdings, Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 861642480.