Profit Sharing · DOL Form 5500 · 2024
Adolf & Roy Koester Farms Inc Profit Sharing Plan
Data updated 2026-08-25
- $970K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $969,922
- Avg per participant High balance/head
Official DOL plan name: Adolf & Roy Koester Farms Inc Amen & Res Profit Sh Pl & Tr Agr · Sponsored by Adolf & Roy Koester Farms Inc · Illinois · Agriculture, Forestry & Fishing
$970K in assets, 1 participants
Adolf & Roy Koester Farms Inc's Adolf & Roy Koester Farms Inc Amen & Res Profit Sh Pl & Tr Agr reported $970K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #251 in Agriculture, Forestry & Fishing (1,217 peers)
What the 2024 filing shows
Adolf & Roy Koester Farms Inc Amen & Res Profit Sh Pl & Tr Agr holds $970K for 1 participant - about $969,922 per participant, among the smaller plans by assets on file.
- #251
- in Agriculture, Forestry & Fishing (1,217 peers)
- +2.8%
- assets growth YoY
Adolf & Roy Koester Farms Inc Amen & Res Profit Sh Pl & Tr Agr among the smaller filed plans by assets
Adolf & Roy Koester Farms Inc Amen & Res Profit Sh Pl & Tr Agr vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$969,922 23rd percentile higher than 23% 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
Adolf & Roy Koester Farms Inc Amen & Res Profit Sh Pl & Tr Agr among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adolf & Roy Koester Farms Inc Amen & Res Profit Sh Pl & Tr Agr is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Adolf & Roy Koester Farms Inc Amen & Res Profit Sh Pl & Tr Agr reported net income fell from $41K in the plan year 2023 filing to $26K in the plan year 2024 filing.
- Adolf & Roy Koester Farms Inc Amen & Res Profit Sh Pl & Tr Agr end-of-year assets rose from $944K in the plan year 2023 filing to $970K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 310902638 · Adolf & Roy Koester Farms Inc PY 2024 · Profit Sharing
Adolf & Roy Koester Farms Inc Amen & Res Profit Sh Pl & Tr Agr · $970K · 1 · 23rd
- EIN $970K
- RANK 1
- PHOTO 23rd
- IND Profit Sharing
- EOY near Klamath 43 Profit Sharing Plan
- 5500 ind #251
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Illinois →
Adolf & Roy Koester Farms Inc Amen & Res Profit Sh Pl & Tr Agr in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $944K |
|---|---|
| Net Assets (End of Year) | $970K |
| Net Income | $26K |
| Employer EIN | 310902638 |
| Plan Effective Date | 1976-03-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Adolf & Roy Koester Farms Inc)
Sponsor-wide plan assets over time
All Adolf & Roy Koester Farms Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $970K 7.447604002689729% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $903K |
| 2023 | 1 | 1 | $944K |
| 2024 | 1 | 1 | $970K |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.4B · 16,059
Adolf & Roy Koester Farms Inc Amen & Res Profit Sh Pl & Tr Agr's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Klamath 43 Profit Sharing Plan in CA ($969K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($970K here).
- Klamath 43 Profit Sharing Plan (CA) $969K · 2
- Stonemor Gp LLC 1165e Retirement Plan (FL) $970K · 121
- Wood It, Inc. Retirement Plan (GA) $971K · 5
- Christensen James & Martin, Chtd. Profit Sharing Plan & Trust (NV) $969K · 10
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.