401(k) · DOL Form 5500 · 2022

Kellys Roast Beef, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
129
Participants Small participant base
52nd
Percentile by assets National rank
$40,810
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan · Sponsored by Kellys Roast Beef, Inc. · Massachusetts · Food Services & Accommodation

$5M in assets, 129 participants

Kellys Roast Beef, Inc.'s Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,816 in Food Services & Accommodation (4,592 peers)

Coverage in Massachusetts

Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan covers 129 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#3,816
in Food Services & Accommodation (4,592 peers)
-25.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,264,519 Top 48% higher than 52% 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

Kelly's Roast Beef, 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. Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (129 participants).

Published 5500 schedule card

Filing strip 042564248 · Kellys Roast Beef, Inc. PY 2022 · 401(k)

Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan · $5M · 129 · 52nd

  • BOY $5M
  • SCH 129
  • EBSA 52nd
  • PART 401(k)
  • TYPE near Verana Health 401(k) Plan
  • NET ind #3816

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 Food Services & Accommodation retirement plans → · Plans in Massachusetts →

Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Kelly's Roast Beef, Inc. 401(k) Profit Sharing PlanKelly's Roast Beef, Inc. 401…$5MVerana Health 401(k) Plan$5MAddison County Home Health & Hospice Retirement Savings PlanAddison County Home Health &…$5MKeystone Planet Fitness Retirement PlanKeystone Planet Fitness Reti…$5MAgamerica Lending LLC 401(k) PlanAgamerica Lending LLC 401(k)…$5M
End-of-year total assets ($M) among Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN042564248
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005264519 · Participants: 129Kelly's Roast Beef, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Verana Health 401(k) Plan in CA ($5M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan declined sharply - down 25.2% during 2022, from $7M to $5M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Verana Health 401(k) Plan in CA ($5M, 225 participants).
Which 401(k) plans cover a similar participant headcount to Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants, $449K 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 042564248.

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.