Profit Sharing · DOL Form 5500 · 2022
Jj Keller & Associates, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $105M
- Total assets
- 1,743
- Participants
- 93rd
- Percentile by assets
- $60,162
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $105M
- total plan assets (2022 EOY)
- 1,743
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $60,162
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan reports 1,743 participants - 3.1x that state average ($105M EOY assets).
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.)
| 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.
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan's numbers.
- By total assets, Jj Keller & Associates, Inc. Employees' Profit Sharing 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 Profit Sharing plans in Wisconsin. Compare plans
- Jj Keller & Associates, Inc.'s sponsor-wide assets have grown 27.8% since 2022 across 3 plan years on file. More Manufacturing plans