401(k) · DOL Form 5500 · 2022
Kelly & Brand, Attorneys at Law, LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $407,984
- Avg per participant High balance/head
Official DOL plan name: Kelly & Brand, Attorneys at Law, LLC Retirement Plan · Sponsored by Kelly & Brand, Attorneys at Law, LLC · Wisconsin · Professional & Technical Services
$1M in assets, 3 participants
Kelly & Brand, Attorneys at Law, LLC's Kelly & Brand, Attorneys at Law, LLC Retirement Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #5,038 in Professional & Technical Services (21,562 peers)
2022 asset change
Kelly & Brand, Attorneys at Law, LLC Retirement Plan declined sharply 15.8% in 2022 ($1M → $1M) for 3 participants.
- #5,038
- in Professional & Technical Services (21,562 peers)
- -15.8%
- assets change YoY
The plan reported a net loss of $229K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kelly & Brand, Attorneys at Law, LLC Retirement Plan among the smaller filed plans by assets
Kelly & Brand, Attorneys at Law, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,223,952 27th percentile higher than 27% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kelly & Brand, Attorneys at Law, LLC Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelly & Brand, Attorneys at Law, LLC Retirement Plan is a micro filing (3 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 452459804 · Kelly & Brand, Attorneys at Law, LLC PY 2022 · 401(k)
Kelly & Brand, Attorneys at Law, LLC Retirement Plan · $1M · 3 · 27th
- RANK $1M
- RANK 3
- RANK 27th
- RANK 401(k)
- RANK near Reed & Witting Company Profit Sharing Plan
- RANK ind #5038
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 Professional & Technical Services retirement plans → · Plans in Wisconsin →
Kelly & Brand, Attorneys at Law, LLC Retirement Plan in the asset neighbourhood
Kelly & Brand, Attorneys at Law, LLC years around the 2022 move
Sponsor-wide plan assets over time
All Kelly & Brand, Attorneys at Law, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 4.262340353216466% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 3 | $1M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$229K |
| Employer EIN | 452459804 |
| Plan Effective Date | 2011-11-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Kelly & Brand, Attorneys at Law, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Reed & Witting Company Profit Sharing Plan in PA ($1M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.