401(k) · DOL Form 5500 · 2024

Koenig & Bauerus Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
146
Participants Small participant base
74th
Percentile by assets National rank
$168,059
Avg per participant Above avg balance/head
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Official DOL plan name: Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan · Sponsored by Koenig & Bauerus Inc. · Texas · Manufacturing

$25M in assets, 146 participants

Koenig & Bauerus Inc.'s Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan reported $25M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #11,444 in Manufacturing (17,777 peers)

Coverage in Texas

Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan covers 146 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $25M.

#11,444
in Manufacturing (17,777 peers)
+14.7%
assets growth YoY

Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan's outsized position by total assets

Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$24,536,611 Top 26% higher than 74% 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

Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan 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. Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan reported participants rose from 126 in the plan year 2023 filing to 146 in the plan year 2024 filing.
  • Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 112996037 · Koenig & Bauerus Inc. PY 2024 · 401(k)

Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan · $25M · 146 · 74th

  • BOOK $25M
  • VS-ST 146
  • BOY 74th
  • SCH 401(k)
  • EBSA near Imi Management, Inc. 401(k) Retirement Plan
  • PART ind #11444

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 Manufacturing retirement plans → · Plans in Texas →

Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Koenig & Bauer (US) Inc. 401(k) and Profit Sharing PlanKoenig & Bauer (US) Inc. 401…$25MImi Management, Inc. 401(k) Retirement PlanImi Management, Inc. 401(k) …$25MFisher Associates, P.E., L.S., L.a., D.P.C. 401(k) Profit Sharing PlanFisher Associates, P.E., L.S…$25MCog Marketers, Ltd Employees Savings TrustCog Marketers, Ltd Employees…$25MFinancial Resources Group Investment Services, LLC ProfitFinancial Resources Group In…$25M
End-of-year total assets ($M) among Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN112996037
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koenig & Bauerus Inc.)

Sponsor-wide plan assets over time

All Koenig & Bauerus Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 39.00148928886386% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.7M $24.5M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 120 $18M
2023 1 126 $21M
2024 1 146 $25M

Nearby 401(k) Plans in Texas

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

Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.024536611 · Participants: 146Koenig & Bauer (US) Inc. 401(k) and Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Imi Management, Inc. 401(k) Retirement Plan in IL ($25M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan assets move in 2024? ▼
Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan grew at a solid clip - up 14.7% during 2024, from $21M to $25M. Reported net income was $3M.
How have Koenig & Bauerus Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koenig & Bauerus Inc.'s sponsor-wide assets grew 39.0%, from $18M to $25M.
Which 401(k) plans are similar in size to Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imi Management, Inc. 401(k) Retirement Plan in IL ($25M, 308 participants).
Which 401(k) plans cover a similar participant headcount to Koenig & Bauer (US) Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants, $3M 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 112996037.

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.