401(k) · DOL Form 5500 · 2022

Kelsey National Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
24
Participants Small participant base
53rd
Percentile by assets National rank
$237,503
Avg per participant Above avg balance/head
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Official DOL plan name: Kelsey National Corporation Retirement Plan · Sponsored by Kelsey National Corporation · California · Finance & Insurance

$6M in assets, 24 participants

Kelsey National Corporation's Kelsey National Corporation Retirement Plan reported $6M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,456 in Finance & Insurance (9,261 peers)

Kelsey National Corporation multi-year trail

Kelsey National Corporation's plans moved +42.4% in assets from 2022 to 2024; this filing shows Kelsey National Corporation Retirement Plan at $6M / 24 participants.

#3,456
in Finance & Insurance (9,261 peers)
-10.1%
assets change YoY

The plan reported a net loss of $639K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kelsey National Corporation Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Kelsey National Corporation Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,700,063 Top 47% higher than 53% of 139,123 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 2022

Kelsey National Corporation Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelsey National Corporation Retirement Plan is a small filing (24 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 952304695 · Kelsey National Corporation PY 2022 · 401(k)

Kelsey National Corporation Retirement Plan · $6M · 24 · 53rd

  • PCT $6M
  • EIN 24
  • RANK 53rd
  • PHOTO 401(k)
  • IND near Burns & Scalo 401(k) Retirement Plan
  • EOY ind #3456

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 Finance & Insurance retirement plans → · Plans in California →

Kelsey National Corporation Retirement Plan in the asset neighbourhood

Kelsey National Corporation Retirement PlanKelsey National Corporation …$6MBurns & Scalo 401(k) Retirement PlanBurns & Scalo 401(k) Retirem…$6MOil City Iron Works 401(k) PlanOil City Iron Works 401(k) P…$6MBrevard Achievement Center, Inc. 401(k) Savings PlanBrevard Achievement Center, …$6MAtkins and Atkins Profit Sharing PlanAtkins and Atkins Profit Sha…$6M
End-of-year total assets ($M) among Kelsey National Corporation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kelsey National Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Kelsey National Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 42.3596546213612% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.7M $8.11M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 24 $6M
2023 1 22 $7M
2024 1 22 $8M

Kelsey National Corporation filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$639K
Employer EIN952304695
Plan Effective Date1986-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kelsey National Corporation Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kelsey National Corporation Retirement Plan, Total assets ($B): 0.005700063 · Participants: 24Kelsey National Corporation Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Kelsey National Corporation Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kelsey National Corporation Retirement Plan side-by-side with 3 peers →

Kelsey National Corporation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Burns & Scalo 401(k) Retirement Plan in PA ($6M); by covered participants it is Storybook Homes, LLC 401(k) Plan in NV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kelsey National Corporation Retirement Plan assets move in 2022? ▼
Kelsey National Corporation Retirement Plan pulled back noticeably - down 10.1% during 2022, from $6M to $6M. Reported net income was -$639K.
How have Kelsey National Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelsey National Corporation's sponsor-wide assets grew 42.4%, from $6M to $8M.
Which 401(k) plans are similar in size to Kelsey National Corporation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burns & Scalo 401(k) Retirement Plan in PA ($6M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Kelsey National Corporation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Storybook Homes, LLC 401(k) Plan in NV (24 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952304695.

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.