401(k) · DOL Form 5500 · 2022
The Kellen Company 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 183
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $71,343
- Avg per participant Below avg balance/head
Official DOL plan name: The Kellen Company 401(k) Plan · Sponsored by The Kellen Company · Georgia · Professional & Technical Services
$13M in assets, 183 participants
The Kellen Company's The Kellen Company 401(k) Plan reported $13M in total assets and 183 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #14,968 in Professional & Technical Services (21,562 peers)
Coverage in Georgia
The Kellen Company 401(k) Plan covers 183 participants in Georgia, about 17% of the average Georgia filer (state average ~1,096 per filing). Assets: $13M.
- #14,968
- in Professional & Technical Services (21,562 peers)
- -21.9%
- assets change YoY
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.
The Kellen Company 401(k) Plan's outsized position by total assets
The Kellen Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,055,723 Top 30% higher than 70% 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
The Kellen Company 401(k) 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. The Kellen Company 401(k) Plan sits mid-pack in the medium band (183 participants).
Plan-year Form 5500 strip
Filing strip 362607505 · The Kellen Company PY 2022 · 401(k)
The Kellen Company 401(k) Plan · $13M · 183 · 70th
- BOOK $13M
- VS-ST 183
- BOY 70th
- SCH 401(k)
- EBSA near Abilis, Inc. Retirement Plan
- PART ind #14968
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 Georgia →
The Kellen Company 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$4M |
| Employer EIN | 362607505 |
| Plan Effective Date | 2001-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Kellen Company)
Sponsor-wide plan assets over time
All The Kellen Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 26.018302417019157% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 217 | $20M |
| 2023 | 2 | 202 | $13M |
| 2024 | 1 | 159 | $14M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
The Kellen Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Abilis, Inc. Retirement Plan in CT ($13M); by covered participants it is Masy's Retirement Plan in MA (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Abilis, Inc. Retirement Plan (CT) $13M · 375
- Diversatek, Inc. Savings Plan (WI) $13M · 222
- Krueger Wholesale Florist, Inc. 401(k) Profit Sharing Plan (WI) $13M · 159
- Gonzaga Preparatory School Pension Trust (WA) $13M · 90
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Masy's Retirement Plan (MA) 183 · 0 off
- Foundation for Educational Services, Inc. 401(k) Plan (NE) 183 · 0 off
- Metropolitan Golf Group, LLC 401(k) Ps Plan and Trust (NJ) 183 · 0 off
- West Yost & Associates Profit Sharing 401(k) Plan (CA) 183 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.