401(k) · DOL Form 5500 · 2022

Kelly Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$830K
Total assets Small plan by assets
42
Participants Small participant base
23rd
Percentile by assets National rank
$19,751
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Kelly Brothers, Inc. · Florida · Construction

$830K in assets, 42 participants

Kelly Brothers, Inc.'s Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust reported $830K in total assets and 42 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,025 in Construction (9,927 peers)

Kelly Brothers, Inc. multi-year trail

Kelly Brothers, Inc.'s plans moved +65.3% in assets from 2022 to 2024; this filing shows Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust at $830K / 42 participants.

#2,025
in Construction (9,927 peers)
+0.4%
assets growth YoY

Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$829,524 23rd percentile higher than 23% 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 Brothers, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (42 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 592069592 · Kelly Brothers, Inc. PY 2022 · 401(k)

Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust · $830K · 42 · 23rd

  • SCH $830K
  • EBSA 42
  • PART 23rd
  • TYPE 401(k)
  • NET near High Point Automotive, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #2025

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 Construction retirement plans → · Plans in Florida →

Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Kelly Brothers, Inc. 401(k) Profit Sharing Plan and TrustKelly Brothers, Inc. 401(k) …$830KHigh Point Automotive, Inc. 401(k) Profit Sharing PlanHigh Point Automotive, Inc. …$830KSpeedcraft Auto Group 401(k) PlanSpeedcraft Auto Group 401(k)…$829KR-Wright Enterprise PC$830KElk Lighting, Inc. 401(k) Profit Sharing PlanElk Lighting, Inc. 401(k) Pr…$830K
End-of-year total assets ($M) among Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kelly Brothers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kelly Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 65.29407226312922% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.83M $1.37M ▲ +65.1%
Year Plans Participants Total Assets
2022 1 42 $830K
2023 1 37 $1M
2024 1 40 $1M

Kelly Brothers, Inc. filing trail (2022)

Total Assets (Beginning of Year)$826K
Net Assets (End of Year)$830K
Net Income$3K
Employer EIN592069592
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000829524 · Participants: 42Kelly Brothers, Inc. 401(k) Profit Sharing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants

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

Outside Florida, the nearest 401(k) by assets is High Point Automotive, Inc. 401(k) Profit Sharing Plan in KS ($830K); by covered participants it is Royal Truck & Equipment, Inc.401(k) Plan in PA (42 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($830K here).

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Brothers, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust held essentially flat - up 0.4% during 2022, from $826K to $830K. Reported net income was $3K.
How have Kelly Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly Brothers, Inc.'s sponsor-wide assets grew 65.3%, from $830K to $1M.
Where does Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is High Point Automotive, Inc. 401(k) Profit Sharing Plan in KS ($830K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Royal Truck & Equipment, Inc.401(k) Plan in PA (42 participants, $2M in assets).