Other · DOL Form 5500 · 2023

Koenig Equipment, Inc. Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
338
Participants Below avg headcount
73rd
Percentile by assets National rank
$60,065
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Koenig Equipment, Inc · Sponsored by Koenig Equipment, Inc. · Ohio · Agriculture, Forestry & Fishing

$20M in assets, 338 participants

Koenig Equipment, Inc.'s Employee Benefit Plan of Koenig Equipment, Inc reported $20M in total assets and 338 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #1,038 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Ohio

Employee Benefit Plan of Koenig Equipment, Inc covers 338 participants in Ohio, about 44% of the average Ohio filer (state average ~765 per filing). Assets: $20M.

#1,038
in Agriculture, Forestry & Fishing (1,288 peers)
+21.8%
assets growth YoY

Employee Benefit Plan of Koenig Equipment, Inc's outsized position by total assets

Employee Benefit Plan of Koenig Equipment, Inc vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$20,301,806 Top 27% higher than 73% of 127,068 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 2023

Employee Benefit Plan of Koenig Equipment, Inc among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Koenig Equipment, Inc sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of Koenig Equipment, Inc reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Employee Benefit Plan of Koenig Equipment, Inc end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Employee Benefit Plan of Koenig Equipment, Inc reported participants rose from 324 in the plan year 2022 filing to 338 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341152820 · Koenig Equipment, Inc. PY 2023 · Other

Employee Benefit Plan of Koenig Equipment, Inc · $20M · 338 · 73rd

  • EIN $20M
  • RANK 338
  • PHOTO 73rd
  • IND Other
  • EOY near Imagine! 403(b) Plan
  • 5500 ind #1038

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 Ohio →

Employee Benefit Plan of Koenig Equipment, Inc in the asset neighbourhood

American Jewish University DC Retirement PlanAmerican Jewish University D…$20MWilliam Peace University Retirement PlanWilliam Peace University Ret…$20MEmployee Benefit Plan of Koenig Equipment, IncEmployee Benefit Plan of Koe…$20MImagine! 403(b) Plan$20MU.K.S.M.-W., M.P.a. Tax Deferred Annuity PlanU.K.S.M.-W., M.P.a. Tax Defe…$20M
End-of-year total assets ($M) among Employee Benefit Plan of Koenig Equipment, Inc and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN341152820
Plan Effective Date1987-11-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Koenig Equipment, Inc.)

Sponsor-wide plan assets over time

All Koenig Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 21.818106104572323% vs 2022
2023 filing year
$16M$18M$20M$22M 20222023 $16.7M $20.3M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 324 $17M
2023 1 338 $20M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Employee Benefit Plan of Koenig Equipment, Inc vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Employee Benefit Plan of Koenig Equipment, Inc, Total assets ($B): 0.020301806 · Participants: 338Employee Benefit Plan of Koenig Equipment, IncCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Employee Benefit Plan of Koenig Equipment, Inc vs. nearby Other plans in Ohio, assets vs. participants
Compare Employee Benefit Plan of Koenig Equipment, Inc side-by-side with 3 peers →

Employee Benefit Plan of Koenig Equipment, Inc's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Imagine! 403(b) Plan in CO ($20M); by covered participants it is Icahn Charter School Retirement Savings Plan in NY (338 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (338 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Employee Benefit Plan of Koenig Equipment, Inc assets move in 2023? ▼
Employee Benefit Plan of Koenig Equipment, Inc grew sharply - up 21.8% during 2023, from $17M to $20M. Reported net income was $4M.
How have Koenig Equipment, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Koenig Equipment, Inc.'s sponsor-wide assets grew 21.8%, from $17M to $20M.
Which Other plans are similar in size to Employee Benefit Plan of Koenig Equipment, Inc? ▼
Among Other plans in other states, the closest by assets is Imagine! 403(b) Plan in CO ($20M, 330 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of Koenig Equipment, Inc? ▼
Among Other plans in other states, the closest by covered participants is Icahn Charter School Retirement Savings Plan in NY (338 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341152820.

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.