401(k) · DOL Form 5500 · 2022

W.M. Kelley Company, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
107
Participants Small participant base
44th
Percentile by assets National rank
$33,888
Avg per participant Low balance/head
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Official DOL plan name: W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan · Sponsored by W.M. Kelley Company, Inc. · Indiana · Manufacturing

$4M in assets, 107 participants

W.M. Kelley Company, Inc.'s W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,619 in Manufacturing (20,602 peers)

Coverage in Indiana

W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan covers 107 participants in Indiana, about 20% of the average Indiana filer (state average ~541 per filing). Assets: $4M.

#5,619
in Manufacturing (20,602 peers)
-14.2%
assets change YoY

The plan reported a net loss of $599K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,626,008 44th percentile higher than 44% 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. 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. W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (107 participants).

EBSA filing schedule strip

Filing strip 351659138 · W.M. Kelley Company, Inc. PY 2022 · 401(k)

W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan · $4M · 107 · 44th

  • VS-ST $4M
  • VS-ST 107
  • VS-ST 44th
  • VS-ST 401(k)
  • VS-ST near Apollo Professional Solutions, Inc. 401(k) Plan
  • VS-ST ind #5619

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 Manufacturing retirement plans → · Plans in Indiana →

W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

W.M. Kelley Company, Inc. 401(k) Profit Sharing PlanW.M. Kelley Company, Inc. 40…$4MApollo Professional Solutions, Inc. 401(k) PlanApollo Professional Solution…$4MRiverside Investors Corp. 401(k) Profit Sharing Plan and TrustRiverside Investors Corp. 40…$4MCasa Pacifica 401(k) Retirement Savings PlanCasa Pacifica 401(k) Retirem…$4MFinancial Advantage, Inc. 401(k) Profit Sharing PlanFinancial Advantage, Inc. 40…$4M
End-of-year total assets ($M) among W.M. Kelley Company, 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)$4M
Net Assets (End of Year)$4M
Net Income-$599K
Employer EIN351659138
Plan Effective Date1987-07-01
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 401(k) Plans in Indiana

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

W.M. Kelley Company, 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 ($B) Participants W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003626008 · Participants: 107W.M. Kelley Company, 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
W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

W.M. Kelley Company, 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 Apollo Professional Solutions, Inc. 401(k) Plan in NH ($4M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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. 401(k) Profit Sharing Plan assets move in 2022? ▼
W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 14.2% during 2022, from $4M to $4M. Reported net income was -$599K.
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 401(k) plans are similar in size to W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apollo Professional Solutions, Inc. 401(k) Plan in NH ($4M, 252 participants).
Which 401(k) plans cover a similar participant headcount to W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 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 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.