401(k) · DOL Form 5500 · 2022
Kelley Williamson Company 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 325
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $26,813
- Avg per participant Low balance/head
Official DOL plan name: Kelley Williamson Company Profit Sharing Plan · Sponsored by Kelley Williamson Company · Illinois · Retail Trade
$9M in assets, 325 participants
Kelley Williamson Company's Kelley Williamson Company Profit Sharing Plan reported $9M in total assets and 325 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #6,930 in Retail Trade (9,519 peers)
Coverage in Illinois
Kelley Williamson Company Profit Sharing Plan covers 325 participants in Illinois, about 42% of the average Illinois filer (state average ~779 per filing). Assets: $9M.
- #6,930
- in Retail Trade (9,519 peers)
- -30.6%
- 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.
Kelley Williamson Company Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Kelley Williamson Company Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,714,184 Top 38% higher than 62% 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
Kelley Williamson Company 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. Kelley Williamson Company Profit Sharing Plan sits mid-pack in the medium band (325 participants).
Form 5500 schedule snapshot
Filing strip 361314080 · Kelley Williamson Company PY 2022 · 401(k)
Kelley Williamson Company Profit Sharing Plan · $9M · 325 · 62nd
- 5500 $9M
- 5500 325
- 5500 62nd
- 5500 401(k)
- 5500 near Thomas James Homes, LLC 401(k) Plan
- 5500 ind #6930
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 Retail Trade retirement plans → · Plans in Illinois →
Kelley Williamson Company Profit Sharing Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$4M |
| Employer EIN | 361314080 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kelley Williamson Company)
Sponsor-wide plan assets over time
All Kelley Williamson Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 37.08148691833911% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 325 | $9M |
| 2023 | 1 | 346 | $11M |
| 2024 | 1 | 375 | $12M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Kelley Williamson Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Thomas James Homes, LLC 401(k) Plan in CA ($9M); by covered participants it is Tegra118 401(k) Retirement Plan in NJ (325 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (325 participants); asset peers above are excluded.
- Tegra118 401(k) Retirement Plan (NJ) 325 · 0 off
- Franklin Mint Federal Credit Union 401(k) (PA) 325 · 0 off
- Pansophic Learning 401(k) Plan (VA) 325 · 0 off
- The Mcgregor Company Qualified Profit Sharing 401(k) Plan (WA) 325 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.