401(k) · DOL Form 5500 · 2022

J. J. Keller & Associates, Inc. 401(k) Plan

Data updated 2026-08-11

$130M
Total assets
1,761
Participants
94th
Percentile by assets
$73,919
Avg per participant
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Official DOL plan name: J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan · Sponsored by J. J. Keller & Associates, Inc. · Wisconsin · Manufacturing

$130M in assets, 1,761 participants

J. J. Keller & Associates, Inc.'s J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan reported $130M in total assets and 1,761 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #18,698 in Manufacturing (20,602 peers)

Coverage in Wisconsin

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan covers 1,761 participants in Wisconsin, 3.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $130M.

$130M
total plan assets (2022 EOY)
1,761
covered participants
94th
percentile by assets (of 139,126 plans)
$73,919
avg assets per participant

The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan sits by total assets

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan vs every filed plan by assets

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

$130,171,744 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Wisconsin
Industry
Manufacturing

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan reports 1,761 participants - 3.1x that state average ($130M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$156M
Net Assets (End of Year)$130M
Net Income-$26M
Employer EIN390957377
Plan Effective Date1988-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. J. Keller & Associates, Inc.)

$220M$240M$260M$280M$300M$320M 202220232024 $235M $300M ▲ +27.8%
Total plan assets by year, all J. J. Keller & Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 2 3,504 $235M
2023 2 3,657 $276M
2024 2 3,572 $300M

Nearby 401(k) Plans in Wisconsin

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

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -20246 Total assets ($B) Participants J. J. Keller & Assoc…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …Nm Employee Savings …
J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare J. J. Keller & Associates, Inc. Employee… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan assets move in 2022? ▼
J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan declined sharply - down 16.5% during 2022, from $156M to $130M. Reported net income was -$26M.
How have J. J. Keller & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. J. Keller & Associates, Inc.'s sponsor-wide assets grew 27.8%, from $235M to $300M.
Where does J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alexandria Real Estate Equities, Inc. 401(k) Profit Sharing Plan in CA ($130M, 538 participants).

Next read for J. J. Keller & Associates, Inc. Employee…

Filing takeaways

Ways to act on J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan's numbers.

  • By total assets, J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
  • J. J. Keller & Associates, Inc.'s sponsor-wide assets have grown 27.8% since 2022 across 3 plan years on file. More Manufacturing plans

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 390957377.

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.