ESOP · DOL Form 5500 · 2022
M. J. Kellner Company ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 85
- Participants
- 71st
- Percentile by assets
- $163,309
- Avg per participant
Official DOL plan name: Kellner Employee Stock Ownership Plan · Sponsored by M. J. Kellner Company · Illinois · Wholesale Trade
$14M in assets, 85 participants
M. J. Kellner Company's Kellner Employee Stock Ownership Plan reported $14M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 139,126 plans)
- #4,546 in Wholesale Trade (6,843 peers)
M. J. Kellner Company multi-year trail
M. J. Kellner Company's plans moved +109.8% in assets from 2022 to 2024; this filing shows Kellner Employee Stock Ownership Plan at $14M / 85 participants.
- $14M
- total plan assets (2022 EOY)
- 85
- covered participants
- 71st
- percentile by assets (of 139,126 plans)
- $163,309
- avg assets per participant
M. J. Kellner Company across 3 plan years on file
Across the 3 plan years M. J. Kellner Company has on file (2022-2024), sponsor-wide plan assets have moved from $14M to $29M, a gain of 109.8%, while reported participants moved from 85 to 101 (+18.8%). Peak year by sponsor assets: 2024 ($29M); trough: 2022 ($14M).
M. J. Kellner Company multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $14M |
| 2023 | 1 | 97 | $25M |
| 2024 | 1 | 101 | $29M |
M. J. Kellner Company filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $7M |
| Employer EIN | 371256066 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
Kellner Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.8B · 4,361
- Ori 401(k) Savings and Profit Sharing Plan $1.7B · 10,023
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.2B · 3,905
- Scot Forge Company Employee Stock Ownership Plan $970M · 495
- Rli Corp. Employee Stock Ownership Plan $342M · 826
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Kellner Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Kellner Employee Stock Ownership Plan assets move in 2022? ▼
How have M. J. Kellner Company plan assets changed over time? ▼
Which ESOP plans are similar in size to Kellner Employee Stock Ownership Plan? ▼
Next read for Kellner Employee Stock Ownership Plan
Multi-year trail
Ways to act on Kellner Employee Stock Ownership Plan's numbers.
- By total assets, Kellner Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- M. J. Kellner Company's sponsor-wide assets have grown 109.8% since 2022 across 3 plan years on file. More Wholesale Trade plans