401(k) · DOL Form 5500 · 2022

Kelly Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
20
Participants Small participant base
44th
Percentile by assets National rank
$184,432
Avg per participant Above avg balance/head
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Official DOL plan name: Kelly Financial Group, LLC 401(k) P/S Plan · Sponsored by Kelly Financial Group, LLC · Maryland · Finance & Insurance

$4M in assets, 20 participants

Kelly Financial Group, LLC's Kelly Financial Group, LLC 401(k) P/S Plan reported $4M in total assets and 20 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.

  • #2,810 in Finance & Insurance (9,261 peers)

Kelly Financial Group, LLC multi-year trail

Kelly Financial Group, LLC's plans moved +53.9% in assets from 2022 to 2024; this filing shows Kelly Financial Group, LLC 401(k) P/S Plan at $4M / 20 participants.

#2,810
in Finance & Insurance (9,261 peers)
-44.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kelly Financial Group, LLC 401(k) P/S Plan's mid-pack asset rank among Finance & Insurance and all filers

Kelly Financial Group, LLC 401(k) P/S Plan vs every filed plan by assets

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

$3,688,646 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

Kelly Financial Group, LLC 401(k) P/S Plan 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 Financial Group, LLC 401(k) P/S Plan is a small filing (20 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 522048177 · Kelly Financial Group, LLC PY 2022 · 401(k)

Kelly Financial Group, LLC 401(k) P/S Plan · $4M · 20 · 44th

  • SCH $4M
  • SCH 20
  • SCH 44th
  • SCH 401(k)
  • SCH near Advanced Healthcare Management, Inc. 401(k) Plan
  • SCH ind #2810

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 Finance & Insurance retirement plans → · Plans in Maryland →

Kelly Financial Group, LLC 401(k) P/S Plan in the asset neighbourhood

Kelly Financial Group, LLC 401(k) P/S PlanKelly Financial Group, LLC 4…$4MAdvanced Healthcare Management, Inc. 401(k) PlanAdvanced Healthcare Manageme…$4MHf Acquisitions Co, LLC Dba Healthfirst 401(k) PlanHf Acquisitions Co, LLC Dba …$4MPrince Corporation 401(k) Profit Sharing PlanPrince Corporation 401(k) Pr…$4MHettich America L.P. 401(k) PlanHettich America L.P. 401(k) …$4M
End-of-year total assets ($M) among Kelly Financial Group, LLC 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kelly Financial Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Kelly Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 53.887252937798856% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.69M $5.68M ▲ +53.9%
Year Plans Participants Total Assets
2022 1 20 $4M
2023 1 19 $5M
2024 1 21 $6M

Kelly Financial Group, LLC filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$4M
Net Income-$3M
Employer EIN522048177
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Kelly Financial Group, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Kelly Financial Group, LLC 401(k) P/S Plan, Total assets ($B): 0.003688646 · Participants: 20Kelly Financial Group, LLC 401(k) P/S PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Kelly Financial Group, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Kelly Financial Group, LLC 401(k) P/S Plan side-by-side with 3 peers →

Kelly Financial Group, LLC 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Advanced Healthcare Management, Inc. 401(k) Plan in MS ($4M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Financial Group, LLC 401(k) P/S Plan assets move in 2022? ▼
Kelly Financial Group, LLC 401(k) P/S Plan contracted severely - down 44.9% during 2022, from $7M to $4M. Reported net income was -$3M.
How have Kelly Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly Financial Group, LLC's sponsor-wide assets grew 53.9%, from $4M to $6M.
Which 401(k) plans are similar in size to Kelly Financial Group, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Healthcare Management, Inc. 401(k) Plan in MS ($4M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Kelly Financial Group, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants, $2M 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 522048177.

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.