ESOP · DOL Form 5500 · 2022

W.M. Kelley Company, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
108
Participants Small participant base
68th
Percentile by assets National rank
$110,140
Avg per participant Below avg balance/head
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Official DOL plan name: W.M. Kelley Company, Inc. Employee Stock Ownership Plan · Sponsored by W.M. Kelley Company, Inc. · Indiana · Manufacturing

$12M in assets, 108 participants

W.M. Kelley Company, Inc.'s W.M. Kelley Company, Inc. Employee Stock Ownership Plan reported $12M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #11,645 in Manufacturing (20,602 peers)

Coverage in Indiana

W.M. Kelley Company, Inc. Employee Stock Ownership Plan covers 108 participants in Indiana, about 20% of the average Indiana filer (state average ~541 per filing). Assets: $12M.

#11,645
in Manufacturing (20,602 peers)
+13.2%
assets growth YoY

W.M. Kelley Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

W.M. Kelley Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,895,100 Top 32% higher than 68% 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

W.M. Kelley Company, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W.M. Kelley Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (108 participants).

Published 5500 schedule card

Filing strip 351659138 · W.M. Kelley Company, Inc. PY 2022 · ESOP

W.M. Kelley Company, Inc. Employee Stock Ownership Plan · $12M · 108 · 68th

  • EIN $12M
  • EIN 108
  • EIN 68th
  • EIN ESOP
  • EIN near Benning Construction Company Employee Stock Ownership Plan
  • EIN ind #11645

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 What is an ESOP? → · Plans in Indiana →

W.M. Kelley Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bivar, Inc. Employee Stock Ownership PlanBivar, Inc. Employee Stock O…$12MBadger Corrugating Employee Stock Ownership PlanBadger Corrugating Employee …$12MW.M. Kelley Company, Inc. Employee Stock Ownership PlanW.M. Kelley Company, Inc. Em…$12MBenning Construction Company Employee Stock Ownership PlanBenning Construction Company…$12MAstro Machine Holdings, Inc. Employee Stock Ownership PlanAstro Machine Holdings, Inc.…$12M
End-of-year total assets ($M) among W.M. Kelley Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN351659138
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.M. Kelley Company, Inc.)

Sponsor-wide plan assets over time

All W.M. Kelley Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 28.29956469602557% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.5M $19.9M ▲ +28.3%
Year Plans Participants Total Assets
2022 2 215 $16M
2023 2 229 $16M
2024 2 190 $20M

Nearby ESOP Plans in Indiana

Peer ESOP plans, same state, same plan type, ranked by total assets.

W.M. Kelley Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants W.M. Kelley Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0118951 · Participants: 108W.M. Kelley Company, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
W.M. Kelley Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare W.M. Kelley Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

W.M. Kelley Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Benning Construction Company Employee Stock Ownership Plan in GA ($12M); by covered participants it is Central Milling Employee Stock Ownership Plan and Trust in UT (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 W.M. Kelley Company, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
W.M. Kelley Company, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.2% during 2022, from $11M to $12M. Reported net income was $2M.
How have W.M. Kelley Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.M. Kelley Company, Inc.'s sponsor-wide assets grew 28.3%, from $16M to $20M.
Which ESOP plans are similar in size to W.M. Kelley Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Benning Construction Company Employee Stock Ownership Plan in GA ($12M, 68 participants).
Which ESOP plans cover a similar participant headcount to W.M. Kelley Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Central Milling Employee Stock Ownership Plan and Trust in UT (108 participants, $32M 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 351659138.

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.