401(k) · DOL Form 5500 · 2024

William G. Koch and Associates 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
18
Participants Small participant base
32nd
Percentile by assets National rank
$144,411
Avg per participant Above avg balance/head
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Official DOL plan name: William G Koch and Associates Retirement Plan · Sponsored by William G. Koch and Associates · Pennsylvania · Professional & Technical Services

$3M in assets, 18 participants

William G. Koch and Associates's William G Koch and Associates Retirement Plan reported $3M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,769 in Professional & Technical Services (20,173 peers)

William G. Koch and Associates multi-year trail

William G. Koch and Associates's plans moved +23.4% in assets from 2022 to 2024; this filing shows William G Koch and Associates Retirement Plan at $3M / 18 participants.

#5,769
in Professional & Technical Services (20,173 peers)
+12.2%
assets growth YoY

William G Koch and Associates Retirement Plan among the smaller filed plans by assets

William G Koch and Associates Retirement Plan vs every filed plan by assets

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

$2,599,401 32nd percentile higher than 32% of 123,620 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 2024

William G Koch and Associates Retirement 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. William G Koch and Associates Retirement Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • William G Koch and Associates Retirement Plan reported net income rose from $210K in the plan year 2023 filing to $283K in the plan year 2024 filing.
  • William G Koch and Associates Retirement Plan reported participants rose from 14 in the plan year 2023 filing to 18 in the plan year 2024 filing.
  • William G Koch and Associates Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 232641012 · William G. Koch and Associates PY 2024 · 401(k)

William G Koch and Associates Retirement Plan · $3M · 18 · 32nd

  • PART $3M
  • TYPE 18
  • NET 32nd
  • BOOK 401(k)
  • VS-ST near The Renaissance Network, Inc. 401(k) Plan
  • BOY ind #5769

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 Pennsylvania →

William G Koch and Associates Retirement Plan in the asset neighbourhood

William G Koch and Associates Retirement PlanWilliam G Koch and Associate…$3MThe Renaissance Network, Inc. 401(k) PlanThe Renaissance Network, Inc…$3MDesert Empire Transfer & Storage Inc. Profit Sharing PlanDesert Empire Transfer & Sto…$3MMel R. Hertz 401(k) Retirement Savings PlanMel R. Hertz 401(k) Retireme…$3MWard, Anderson, Porritt & Bryant 401(k) PlanWard, Anderson, Porritt & Br…$3M
End-of-year total assets ($M) among William G Koch and Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

William G. Koch and Associates multi-year asset trail

Sponsor-wide plan assets over time

All William G. Koch and Associates plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.421783836757022% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.11M $2.6M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 16 $2M
2023 1 14 $2M
2024 1 18 $3M

William G. Koch and Associates filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$283K
Employer EIN232641012
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

William G Koch and Associates Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants William G Koch and Associates Retirement Plan, Total assets ($B): 0.002599401 · Participants: 18William G Koch and Associates Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
William G Koch and Associates Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare William G Koch and Associates Retirement Plan side-by-side with 3 peers →

William G Koch and Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Renaissance Network, Inc. 401(k) Plan in MA ($3M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); 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.

Frequently Asked Questions

How did William G Koch and Associates Retirement Plan assets move in 2024? ▼
William G Koch and Associates Retirement Plan grew at a solid clip - up 12.2% during 2024, from $2M to $3M. Reported net income was $283K.
How have William G. Koch and Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William G. Koch and Associates's sponsor-wide assets grew 23.4%, from $2M to $3M.
Which 401(k) plans are similar in size to William G Koch and Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Renaissance Network, Inc. 401(k) Plan in MA ($3M, 12 participants).
Which 401(k) plans cover a similar participant headcount to William G Koch and Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants, N/A 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 232641012.

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.