Profit Sharing · DOL Form 5500 · 2022
Jj Keller & Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $105M
- Total assets Near avg plan size
- 1,743
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $60,162
- Avg per participant Low balance/head
Official DOL plan name: Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan · Sponsored by Jj Keller & Associates, Inc. · Wisconsin · Manufacturing
$105M in assets, 1,743 participants
Jj Keller & Associates, Inc.'s Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan reported $105M in total assets and 1,743 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,404 in Manufacturing (20,602 peers)
Coverage in Wisconsin
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan covers 1,743 participants in Wisconsin, 3.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $105M.
- #18,404
- in Manufacturing (20,602 peers)
- -19.4%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan's outsized position by total assets
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$104,863,205 Top 7% higher than 93% 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
Jj Keller & Associates, Inc. Employees' Profit Sharing 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. Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan lands in the large band (1,743 participants).
Plan-year Form 5500 strip
Filing strip 390957377 · Jj Keller & Associates, Inc. PY 2022 · Profit Sharing
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan · $105M · 1,743 · 93rd
- BOY $105M
- BOY 1,743
- BOY 93rd
- BOY Profit Sharing
- BOY near United Regional Health Care System Retirement Savings Plan
- BOY ind #18404
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 →
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | -$25M |
| Employer EIN | 390957377 |
| Plan Effective Date | 1975-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jj Keller & Associates, Inc.)
Sponsor-wide plan assets over time
All Jj Keller & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $300M 27.792507147522134% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,504 | $235M |
| 2023 | 2 | 3,657 | $276M |
| 2024 | 2 | 3,572 | $300M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is United Regional Health Care System Retirement Savings Plan in TX ($105M); by covered participants it is Pension Fund for Nursing and Health Care Employees in PA (1,748 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
- United Regional Health Care System Retirement Savings Plan (TX) $105M · 2,150
- The Medical Faculty Associates 401(a) Retirement Plan (DC) $105M · 679
- Riverside Healthcare 401(a) Savings Plan (IL) $105M · 2,263
- Pmta/Ila - Defined Contribution Pension Plan (NJ) $105M · 832
Similar participant headcount
Nearest other-state filings by covered participants (1,743 participants); asset peers above are excluded.
- Pension Fund for Nursing and Health Care Employees (PA) 1,748 · 5 off
- Front Porch Retirement Plan (CA) 1,752 · 9 off
- Chapman University Defined Contribution Retirement Plan (CA) 1,754 · 11 off
- Flagler Hospital Tax Sheltered Savings Plan (FL) 1,731 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.