401(k) · DOL Form 5500 · 2024

Koerner Distributor, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
188
Participants Below avg headcount
76th
Percentile by assets National rank
$150,679
Avg per participant Above avg balance/head
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Official DOL plan name: Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Koerner Distributor, Inc. · Illinois · Wholesale Trade

$28M in assets, 188 participants

Koerner Distributor, Inc.'s Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust reported $28M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,527 in Wholesale Trade (6,080 peers)

Coverage in Illinois

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust covers 188 participants in Illinois, about 24% of the average Illinois filer (state average ~779 per filing). Assets: $28M.

#4,527
in Wholesale Trade (6,080 peers)
+12.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$28,327,620 Top 24% higher than 76% 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

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 179 in the plan year 2023 filing to 188 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 371107566 · Koerner Distributor, Inc. PY 2024 · 401(k)

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust · $28M · 188 · 76th

  • NET $28M
  • NET 188
  • NET 76th
  • NET 401(k)
  • NET near Citizens Bank 401(k) Plan
  • NET ind #4527

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 Illinois →

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and TrustKoerner Distributor, Inc. 40…$28MCitizens Bank 401(k) Plan$28MDryco Construction, Inc. Retirement PlanDryco Construction, Inc. Ret…$28MSt. John Knits International, Incorporated 401(k) PlanSt. John Knits International…$28MThe Hap 401(k) Plan$28M
End-of-year total assets ($M) among Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN371107566
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koerner Distributor, Inc.)

Sponsor-wide plan assets over time

All Koerner Distributor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 35.73456923341714% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $20.9M $28.3M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 175 $21M
2023 1 179 $25M
2024 1 188 $28M

Nearby 401(k) Plans in Illinois

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

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.02832762 · Participants: 188Koerner Distributor, Inc. 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Citizens Bank 401(k) Plan in OR ($28M); by covered participants it is Trinity Rehab, LLC 401(k) Plan in NC (188 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 12.3% during 2024, from $25M to $28M. Reported net income was $3M.
How have Koerner Distributor, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koerner Distributor, Inc.'s sponsor-wide assets grew 35.7%, from $21M to $28M.
Where does Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 76th 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 Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Citizens Bank 401(k) Plan in OR ($28M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Trinity Rehab, LLC 401(k) Plan in NC (188 participants, $7M 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 371107566.

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.