401(k) · DOL Form 5500 · 2022

Keller Schroeder and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
101
Participants Small participant base
76th
Percentile by assets National rank
$176,659
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Keller Schroeder and Associates, Inc. · Indiana · Professional & Technical Services

$18M in assets, 101 participants

Keller Schroeder and Associates, Inc.'s Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan reported $18M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,286 in Professional & Technical Services (21,562 peers)

Coverage in Indiana

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan covers 101 participants in Indiana, about 19% of the average Indiana filer (state average ~541 per filing). Assets: $18M.

#16,286
in Professional & Technical Services (21,562 peers)
-16.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,842,527 Top 24% higher than 76% 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

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing 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. Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (101 participants).

EBSA filing schedule strip

Filing strip 351550894 · Keller Schroeder and Associates, Inc. PY 2022 · 401(k)

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan · $18M · 101 · 76th

  • 5500 $18M
  • 5500 101
  • 5500 76th
  • 5500 401(k)
  • 5500 near West Georgia Electric 401(k) Profit Sharing Plan and Trust
  • 5500 ind #16286

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 Indiana →

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing PlanKeller Schroeder and Associa…$18MWest Georgia Electric 401(k) Profit Sharing Plan and TrustWest Georgia Electric 401(k)…$18MAtkinsons Market 401(k) & Profit Sharing PlanAtkinsons Market 401(k) & Pr…$18MKelley Bros. Salary Savings PlanKelley Bros. Salary Savings …$18MZarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing PlanZarwin, Baum, Devito, Kaplan…$18M
End-of-year total assets ($M) among Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$4M
Employer EIN351550894
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keller Schroeder and Associates, Inc.)

Sponsor-wide plan assets over time

All Keller Schroeder and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 1.3735934314571423% vs 2022
2024 filing year
$56M$57M$58M$59M 202220232024 $56.4M $57.2M ▲ +1.4%
Year Plans Participants Total Assets
2022 2 195 $56M
2023 2 218 $58M
2024 2 202 $57M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.017842527 · Participants: 101Keller Schroeder and Associates, Inc. 401(k) Profit Sharing PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is West Georgia Electric 401(k) Profit Sharing Plan and Trust in GA ($18M); by covered participants it is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan declined sharply - down 16.9% during 2022, from $21M to $18M. Reported net income was -$4M.
How have Keller Schroeder and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keller Schroeder and Associates, Inc.'s sponsor-wide assets grew 1.4%, from $56M to $57M.
Where does Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is West Georgia Electric 401(k) Profit Sharing Plan and Trust in GA ($18M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants, N/A 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 351550894.

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.