401(k) · DOL Form 5500 · 2024

Koehler's, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
15
Participants Small participant base
42nd
Percentile by assets National rank
$342,481
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Koehler's, Inc. 401(k) and Profit Sharing Plan · Sponsored by Koehler's, Inc. · Pennsylvania · Retail Trade

$5M in assets, 15 participants

Koehler's, Inc.'s Koehler's, Inc. 401(k) and Profit Sharing Plan reported $5M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,277 in Retail Trade (8,048 peers)

What the 2024 filing shows

Koehler's, Inc. 401(k) and Profit Sharing Plan holds $5M for 15 participants - about $342,481 per participant, in the lower half of filed plans by assets.

#4,277
in Retail Trade (8,048 peers)
+0.1%
assets growth YoY

Koehler's, Inc. 401(k) and Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Koehler's, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$5,137,222 42nd percentile higher than 42% 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

Koehler's, Inc. 401(k) and 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. Koehler's, Inc. 401(k) and Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Koehler's, Inc. 401(k) and Profit Sharing Plan reported net income fell from $359K in the plan year 2023 filing to $4K in the plan year 2024 filing.
  • Koehler's, Inc. 401(k) and Profit Sharing Plan reported participants rose from 10 in the plan year 2023 filing to 15 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 231290060 · Koehler's, Inc. PY 2024 · 401(k)

Koehler's, Inc. 401(k) and Profit Sharing Plan · $5M · 15 · 42nd

  • PHOTO $5M
  • IND 15
  • EOY 42nd
  • 5500 401(k)
  • ASSETS near Inland Companies, Inc. 401(k) Plan
  • PCT ind #4277

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Koehler's, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Koehler's, Inc. 401(k) and Profit Sharing PlanKoehler's, Inc. 401(k) and P…$5MInland Companies, Inc. 401(k) PlanInland Companies, Inc. 401(k…$5MUniversity Management, Inc. Employees Profit Sharing Plan and TrustUniversity Management, Inc. …$5MDi Salvo Engineering Group 401(k) Plan.Di Salvo Engineering Group 4…$5MHarold Jones Landscape, Inc. 401(k) P/S Plan TrustHarold Jones Landscape, Inc.…$5M
End-of-year total assets ($M) among Koehler's, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$4K
Employer EIN231290060
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koehler's, Inc.)

Sponsor-wide plan assets over time

All Koehler's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 7.5915242402423075% vs 2022
2024 filing year
$4.6M$4.8M$5M$5.2M 202220232024 $4.77M $5.14M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 12 $5M
2023 1 10 $5M
2024 1 15 $5M

Nearby 401(k) Plans in Pennsylvania

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

Koehler's, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Koehler's, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.005137222 · Participants: 15Koehler's, Inc. 401(k) and Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Koehler's, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Koehler's, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Inland Companies, Inc. 401(k) Plan in WI ($5M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Koehler's, Inc. 401(k) and Profit Sharing Plan assets move in 2024? ▼
Koehler's, Inc. 401(k) and Profit Sharing Plan held essentially flat - up 0.1% during 2024, from $5M to $5M. Reported net income was $4K.
How have Koehler's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koehler's, Inc.'s sponsor-wide assets grew 7.6%, from $5M to $5M.
Which 401(k) plans are similar in size to Koehler's, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inland Companies, Inc. 401(k) Plan in WI ($5M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Koehler's, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K 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 231290060.

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.