401(k) · DOL Form 5500 · 2024

John E. Koerner & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
33
Participants Small participant base
43rd
Percentile by assets National rank
$162,024
Avg per participant Above avg balance/head
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Official DOL plan name: John E. Koerner & Company, Inc. Profit Sharing Plan · Sponsored by John E. Koerner & Co., Inc. · Louisiana · Wholesale Trade

$5M in assets, 33 participants

John E. Koerner & Co., Inc.'s John E. Koerner & Company, Inc. Profit Sharing Plan reported $5M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,003 in Wholesale Trade (6,080 peers)

John E. Koerner & Co., Inc. multi-year trail

John E. Koerner & Co., Inc.'s plans moved +44.1% in assets from 2022 to 2024; this filing shows John E. Koerner & Company, Inc. Profit Sharing Plan at $5M / 33 participants.

#2,003
in Wholesale Trade (6,080 peers)
+18.5%
assets growth YoY

John E. Koerner & Company, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

John E. Koerner & Company, Inc. Profit Sharing Plan vs every filed plan by assets

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

$5,346,804 43rd percentile higher than 43% 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

John E. Koerner & Company, Inc. Profit Sharing 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. John E. Koerner & Company, Inc. Profit Sharing Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • John E. Koerner & Company, Inc. Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • John E. Koerner & Company, Inc. Profit Sharing Plan reported participants rose from 31 in the plan year 2023 filing to 33 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 720544427 · John E. Koerner & Co., Inc. PY 2024 · 401(k)

John E. Koerner & Company, Inc. Profit Sharing Plan · $5M · 33 · 43rd

  • ASSETS $5M
  • ASSETS 33
  • ASSETS 43rd
  • ASSETS 401(k)
  • ASSETS near East Hardwood 401(k) Profit Sharing Plan
  • ASSETS ind #2003

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 Louisiana →

John E. Koerner & Company, Inc. Profit Sharing Plan in the asset neighbourhood

John E. Koerner & Company, Inc. Profit Sharing PlanJohn E. Koerner & Company, I…$5MEast Hardwood 401(k) Profit Sharing PlanEast Hardwood 401(k) Profit …$5MApex Heritage Group, LLC 401(k) Profit Sharing Plan & TrustApex Heritage Group, LLC 401…$5MMajor Brands Oil Company, Inc. 401(k) Salary Reduction Plan & TrustMajor Brands Oil Company, In…$5MWildflower International, Ltd. 401(k) PlanWildflower International, Lt…$5M
End-of-year total assets ($M) among John E. Koerner & Company, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

John E. Koerner & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All John E. Koerner & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 44.1347125341143% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.71M $5.35M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 27 $4M
2023 1 31 $5M
2024 1 33 $5M

John E. Koerner & Co., Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$833K
Employer EIN720544427
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

John E. Koerner & Company, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants John E. Koerner & Company, Inc. Profit Sharing Plan, Total assets ($B): 0.005346804 · Participants: 33John E. Koerner & Company, Inc. Profit Sharing PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
John E. Koerner & Company, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare John E. Koerner & Company, Inc. Profit Sharing Plan side-by-side with 3 peers →

John E. Koerner & Company, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is East Hardwood 401(k) Profit Sharing Plan in NC ($5M); by covered participants it is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 John E. Koerner & Company, Inc. Profit Sharing Plan assets move in 2024? ▼
John E. Koerner & Company, Inc. Profit Sharing Plan grew sharply - up 18.5% during 2024, from $5M to $5M. Reported net income was $833K.
How have John E. Koerner & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John E. Koerner & Co., Inc.'s sponsor-wide assets grew 44.1%, from $4M to $5M.
Which 401(k) plans are similar in size to John E. Koerner & Company, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is East Hardwood 401(k) Profit Sharing Plan in NC ($5M, 68 participants).
Which 401(k) plans cover a similar participant headcount to John E. Koerner & Company, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Univision De Puerto Rico Inc., Savings Plan in PR (33 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 720544427.

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.