401(k) · DOL Form 5500 · 2022
Kelley Bros. LLC 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 268
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $66,582
- Avg per participant Below avg balance/head
Official DOL plan name: Kelley Bros. Salary Savings Plan · Sponsored by Kelley Bros. LLC · New York · Wholesale Trade
$18M in assets, 268 participants
Kelley Bros. LLC's Kelley Bros. Salary Savings Plan reported $18M in total assets and 268 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #4,950 in Wholesale Trade (6,843 peers)
Coverage in New York
Kelley Bros. Salary Savings Plan covers 268 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $18M.
- #4,950
- in Wholesale Trade (6,843 peers)
- -13.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Kelley Bros. Salary Savings Plan's outsized position by total assets
Kelley Bros. Salary Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,843,909 Top 24% higher than 76% 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 Bros. Salary Savings 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 Bros. Salary Savings Plan sits mid-pack in the medium band (268 participants).
Plan-year Form 5500 strip
Filing strip 150511382 · Kelley Bros. LLC PY 2022 · 401(k)
Kelley Bros. Salary Savings Plan · $18M · 268 · 76th
- RANK $18M
- PHOTO 268
- IND 76th
- EOY 401(k)
- 5500 near Atkinsons Market 401(k) & Profit Sharing Plan
- ASSETS ind #4950
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 Wholesale Trade retirement plans → · Plans in New York →
Kelley Bros. Salary Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$3M |
| Employer EIN | 150511382 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kelley Bros. LLC)
Sponsor-wide plan assets over time
All Kelley Bros. LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 45.51590685650773% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 268 | $18M |
| 2023 | 1 | 279 | $22M |
| 2024 | 1 | 297 | $26M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Kelley Bros. Salary Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Atkinsons Market 401(k) & Profit Sharing Plan in ID ($18M); by covered participants it is Mcgough Companies 401(k) Plan and Trust in MN (268 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Atkinsons Market 401(k) & Profit Sharing Plan (ID) $18M · 186
- Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan (PA) $18M · 88
- Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan (IN) $18M · 101
- West Georgia Electric 401(k) Profit Sharing Plan and Trust (GA) $18M · 76
Similar participant headcount
Nearest other-state filings by covered participants (268 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.