401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$130M
Total assets Near avg plan size
1,761
Participants Near avg headcount
94th
Percentile by assets National rank
$73,919
Avg per participant Below avg balance/head
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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.

  • #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.

#18,698
in Manufacturing (20,602 peers)
-16.5%
assets change YoY
1.3×
vs typical plan assets (national mean)

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.

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan's outsized position 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 $2,050,000,000 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

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan lands in the large band (1,761 participants).

Form 5500 schedule snapshot

Filing strip 390957377 · J. J. Keller & Associates, Inc. PY 2022 · 401(k)

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan · $130M · 1,761 · 94th

  • VS-ST $130M
  • BOY 1,761
  • SCH 94th
  • EBSA 401(k)
  • PART near Alexandria Real Estate Equities, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #18698

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 Wisconsin →

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan in the asset neighbourhood

H&e Equipment Services, Inc. 401(k) Profit SharingH&e Equipment Services, Inc.…$130MJetro Cash & Carry Enterprises, LLC Retirement Savings PlanJetro Cash & Carry Enterpris…$130MAlexandria Real Estate Equities, Inc. 401(k) Profit Sharing PlanAlexandria Real Estate Equit…$130MJ. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement PlanJ. J. Keller & Associates, I…$130MWalgreens Puerto Rico Retirement Savings PlanWalgreens Puerto Rico Retire…$130M
End-of-year total assets ($M) among J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All J. J. Keller & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$300M 27.792507147522134% vs 2022
2024 filing year
$220M$240M$260M$280M$300M$320M 202220232024 $235M $300M ▲ +27.8%
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 Scatter plot of 6 data points. 010000200003000040000 -20246 Total assets ($B) Participants J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan, Total assets ($B): 0.130171744 · Participants: 1761J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
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. Employees' 401(k) Savings and Retirement Plan side-by-side with 3 peers →

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Alexandria Real Estate Equities, Inc. 401(k) Profit Sharing Plan in CA ($130M); by covered participants it is Sumitomo Electric Wiring Systems, Inc. 401(k) Retirement Savings Plan in KY (1,761 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,761 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 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).
Which 401(k) plans cover a similar participant headcount to J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sumitomo Electric Wiring Systems, Inc. 401(k) Retirement Savings Plan in KY (1,761 participants, $151M 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 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.