401(k) · DOL Form 5500 · 2024

Koa Speer Electronics, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
81
Participants Small participant base
81st
Percentile by assets National rank
$495,506
Avg per participant High balance/head
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Official DOL plan name: Koa Speer Electronics 401(k) Pension Plan · Sponsored by Koa Speer Electronics, Inc. · Pennsylvania · Wholesale Trade

$40M in assets, 81 participants

Koa Speer Electronics, Inc.'s Koa Speer Electronics 401(k) Pension Plan reported $40M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,954 in Wholesale Trade (6,080 peers)

Where Koa Speer Electronics 401(k) Pension Plan sits by assets

Koa Speer Electronics 401(k) Pension Plan sits in the top quartile of all filed plans by assets, $40M for 81 participants (~$495,506/participant), up 6.5% in 2024.

#4,954
in Wholesale Trade (6,080 peers)
+6.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Koa Speer Electronics 401(k) Pension Plan's outsized position by total assets

Koa Speer Electronics 401(k) Pension Plan vs every filed plan by assets

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

$40,136,004 Top 19% higher than 81% 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

Koa Speer Electronics 401(k) Pension 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. Koa Speer Electronics 401(k) Pension Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Koa Speer Electronics 401(k) Pension Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Koa Speer Electronics 401(k) Pension Plan reported participants fell from 93 in the plan year 2023 filing to 81 in the plan year 2024 filing.
  • Koa Speer Electronics 401(k) Pension Plan end-of-year assets rose from $38M in the plan year 2023 filing to $40M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 251867087 · Koa Speer Electronics, Inc. PY 2024 · 401(k)

Koa Speer Electronics 401(k) Pension Plan · $40M · 81 · 81st

  • PART $40M
  • PART 81
  • PART 81st
  • PART 401(k)
  • PART near Grand Pacific Resorts, Inc. 401(k) Plan
  • PART ind #4954

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Koa Speer Electronics 401(k) Pension Plan in the asset neighbourhood

Koa Speer Electronics 401(k) Pension PlanKoa Speer Electronics 401(k)…$40MSenior Resource Group 401(k) Retirement PlanSenior Resource Group 401(k)…$40MLynch 401(k) Retirement Plan$40MAutodie LLC 401(k) Plan$40MGrand Pacific Resorts, Inc. 401(k) PlanGrand Pacific Resorts, Inc. …$40M
End-of-year total assets ($M) among Koa Speer Electronics 401(k) Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$40M
Net Income$2M
Employer EIN251867087
Plan Effective Date1986-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koa Speer Electronics, Inc.)

Sponsor-wide plan assets over time

All Koa Speer Electronics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 16.49515299696203% vs 2022
2024 filing year
$32M$34M$36M$38M$40M$42M 202220232024 $34.5M $40.1M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 92 $34M
2023 1 93 $38M
2024 1 81 $40M

Nearby 401(k) Plans in Pennsylvania

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

Koa Speer Electronics 401(k) Pension Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Koa Speer Electronics 401(k) Pension Plan, Total assets ($B): 0.040136004 · Participants: 81Koa Speer Electronics 401(k) Pension 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
Koa Speer Electronics 401(k) Pension Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Koa Speer Electronics 401(k) Pension Plan side-by-side with 3 peers →

Koa Speer Electronics 401(k) Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Grand Pacific Resorts, Inc. 401(k) Plan in CA ($40M); by covered participants it is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Koa Speer Electronics 401(k) Pension Plan assets move in 2024? ▼
Koa Speer Electronics 401(k) Pension Plan grew at a solid clip - up 6.5% during 2024, from $38M to $40M. Reported net income was $2M.
How have Koa Speer Electronics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koa Speer Electronics, Inc.'s sponsor-wide assets grew 16.5%, from $34M to $40M.
Where does Koa Speer Electronics 401(k) Pension Plan rank by assets among Form 5500 filers? ▼
Koa Speer Electronics 401(k) Pension Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Koa Speer Electronics 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grand Pacific Resorts, Inc. 401(k) Plan in CA ($40M, 909 participants).
Which 401(k) plans cover a similar participant headcount to Koa Speer Electronics 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants, $9M 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 251867087.

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.