401(k) · DOL Form 5500 · 2024

Koerber Supply Chain LLC 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
331
Participants Below avg headcount
89th
Percentile by assets National rank
$238,849
Avg per participant Above avg balance/head
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Official DOL plan name: Koerber Supply Chain Savings Plan · Sponsored by Koerber Supply Chain LLC · Texas · Manufacturing

$79M in assets, 331 participants

Koerber Supply Chain LLC's Koerber Supply Chain Savings Plan reported $79M in total assets and 331 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #14,806 in Manufacturing (17,777 peers)

Coverage in Texas

Koerber Supply Chain Savings Plan covers 331 participants in Texas, about 48% of the average Texas filer (state average ~688 per filing). Assets: $79M.

#14,806
in Manufacturing (17,777 peers)
+14.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Koerber Supply Chain Savings Plan's outsized position by total assets

Koerber Supply Chain Savings Plan vs every filed plan by assets

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

$79,059,178 Top 11% higher than 89% 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

Koerber Supply Chain Savings 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. Koerber Supply Chain Savings Plan sits mid-pack in the medium band (331 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Koerber Supply Chain Savings Plan reported participants rose from 259 in the plan year 2023 filing to 331 in the plan year 2024 filing.
  • Koerber Supply Chain Savings Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Koerber Supply Chain Savings Plan end-of-year assets rose from $69M in the plan year 2023 filing to $79M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 352741794 · Koerber Supply Chain LLC PY 2024 · 401(k)

Koerber Supply Chain Savings Plan · $79M · 331 · 89th

  • BOOK $79M
  • VS-ST 331
  • BOY 89th
  • SCH 401(k)
  • EBSA near Merchants Mutual Capital Accumulation Plan
  • PART ind #14806

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 →

Koerber Supply Chain Savings Plan in the asset neighbourhood

Mrc 401(k) Savings Plan$79MCenter for Primary Care, P.C. 401(k) PlanCenter for Primary Care, P.C…$79MMerchants Mutual Capital Accumulation PlanMerchants Mutual Capital Acc…$79MKoerber Supply Chain Savings PlanKoerber Supply Chain Savings…$79MDoubleline 401(k) & Retirement Savings PlanDoubleline 401(k) & Retireme…$79M
End-of-year total assets ($M) among Koerber Supply Chain Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$79M
Net Income$8M
Employer EIN352741794
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koerber Supply Chain LLC)

Sponsor-wide plan assets over time

All Koerber Supply Chain LLC plans reported in each filing year

Latest sponsor-wide plan assets
$79M 34.705534575680225% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $58.7M $79.1M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 N/A $59M
2023 1 259 $69M
2024 1 331 $79M

Nearby 401(k) Plans in Texas

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

Koerber Supply Chain Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Koerber Supply Chain Savings Plan, Total assets ($B): 0.079059178 · Participants: 331Koerber Supply Chain Savings 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
Koerber Supply Chain Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Koerber Supply Chain Savings Plan side-by-side with 3 peers →

Koerber Supply Chain Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Merchants Mutual Capital Accumulation Plan in NY ($79M); by covered participants it is F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan in VA (331 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($79M here).

Similar participant headcount

Nearest other-state filings by covered participants (331 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 Koerber Supply Chain Savings Plan assets move in 2024? ▼
Koerber Supply Chain Savings Plan grew at a solid clip - up 14.3% during 2024, from $69M to $79M. Reported net income was $8M.
How have Koerber Supply Chain LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koerber Supply Chain LLC's sponsor-wide assets grew 34.7%, from $59M to $79M.
Where does Koerber Supply Chain Savings Plan rank by assets among Form 5500 filers? ▼
Koerber Supply Chain Savings Plan ranks in the 89th 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 Koerber Supply Chain Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merchants Mutual Capital Accumulation Plan in NY ($79M, 335 participants).
Which 401(k) plans cover a similar participant headcount to Koerber Supply Chain Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan in VA (331 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 352741794.

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.