401(k) · DOL Form 5500 · 2024
Koonz, Mckenney, Johnson, & Depaolis, LLP 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $713,150
- Avg per participant High balance/head
Official DOL plan name: Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan · Sponsored by Koonz, Mckenney, Johnson, & Depaolis, LLP · District of Columbia · Professional & Technical Services
$18M in assets, 25 participants
Koonz, Mckenney, Johnson, & Depaolis, LLP's Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan reported $18M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #13,560 in Professional & Technical Services (20,173 peers)
2024 asset change
Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan declined sharply 20.0% in 2024 ($22M → $18M) for 25 participants.
- #13,560
- in Professional & Technical Services (20,173 peers)
- -20.0%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan's outsized position by total assets
Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,828,759 Top 32% higher than 68% 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
Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan reported net income fell from $4M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan end-of-year assets fell from $22M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 522017020 · Koonz, Mckenney, Johnson, & Depaolis, LLP PY 2024 · 401(k)
Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan · $18M · 25 · 68th
- PART $18M
- PART 25
- PART 68th
- PART 401(k)
- PART near Summit Contracting Group, Inc. 401(k) Plan
- PART ind #13560
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 Professional & Technical Services retirement plans → · Plans in District of Columbia →
Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan in the asset neighbourhood
Koonz, Mckenney, Johnson, & Depaolis, LLP years around the 2024 move
Sponsor-wide plan assets over time
All Koonz, Mckenney, Johnson, & Depaolis, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 3.975285191171962% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $19M |
| 2023 | 1 | 25 | $22M |
| 2024 | 1 | 25 | $18M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$4M |
| Employer EIN | 522017020 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Koonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Summit Contracting Group, Inc. 401(k) Plan in FL ($18M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Summit Contracting Group, Inc. 401(k) Plan (FL) $18M · 427
- Crunchtime 401(k) Plan (MA) $18M · 256
- US Med-Equip 401(k) Plan (TX) $18M · 687
- Cogent Solutions and Supplies 401(k) Profit Sharing Plan (CA) $18M · 157
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Idaho Skin Surgery Center 401(k) Plan (ID) 25 · 0 off
- Cullman Primary Care, P.C. 401(k) Profit Sharing Plan (AL) 25 · 0 off
- Mika Digital Services, Inc. 401(k) Plan (TX) 25 · 0 off
- First State Bank 401(k) Plan (OK) 25 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.