401(k) · DOL Form 5500 · 2022

The Kelleher Corporation 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
245
Participants Below avg headcount
77th
Percentile by assets National rank
$78,546
Avg per participant Below avg balance/head
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Official DOL plan name: The Kelleher Corporation Retirement Savings Plan · Sponsored by The Kelleher Corporation · California · Wholesale Trade

$19M in assets, 245 participants

The Kelleher Corporation's The Kelleher Corporation Retirement Savings Plan reported $19M in total assets and 245 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,068 in Wholesale Trade (6,843 peers)

Coverage in California

The Kelleher Corporation Retirement Savings Plan covers 245 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $19M.

#5,068
in Wholesale Trade (6,843 peers)
-18.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

The Kelleher Corporation Retirement Savings Plan's outsized position by total assets

The Kelleher Corporation Retirement Savings Plan vs every filed plan by assets

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

$19,243,712 Top 23% higher than 77% 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

The Kelleher Corporation Retirement 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. The Kelleher Corporation Retirement Savings Plan sits mid-pack in the medium band (245 participants).

Plan-year Form 5500 strip

Filing strip 942185173 · The Kelleher Corporation PY 2022 · 401(k)

The Kelleher Corporation Retirement Savings Plan · $19M · 245 · 77th

  • EOY $19M
  • EOY 245
  • EOY 77th
  • EOY 401(k)
  • EOY near Avid Products, Inc. Employee Stock Ownership 401(k) Plan
  • EOY ind #5068

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 California →

The Kelleher Corporation Retirement Savings Plan in the asset neighbourhood

Medical Benefits Mutual Life Insurance Co. Profit Sharing PlanMedical Benefits Mutual Life…$19MSeibels Employees' Profit Sharing and Savings PlanSeibels Employees' Profit Sh…$19MThe Kelleher Corporation Retirement Savings PlanThe Kelleher Corporation Ret…$19MAvid Products, Inc. Employee Stock Ownership 401(k) PlanAvid Products, Inc. Employee…$19MRanger Oil Corporation 401(k) PlanRanger Oil Corporation 401(k…$19M
End-of-year total assets ($M) among The Kelleher Corporation Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN942185173
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Kelleher Corporation)

Sponsor-wide plan assets over time

All The Kelleher Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$26M 34.0649610636451% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.2M $25.8M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 245 $19M
2023 1 242 $22M
2024 1 256 $26M

Nearby 401(k) Plans in California

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

The Kelleher Corporation Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Kelleher Corporation Retirement Savings Plan, Total assets ($B): 0.019243712 · Participants: 245The Kelleher Corporation Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The Kelleher Corporation Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Kelleher Corporation Retirement Savings Plan side-by-side with 3 peers →

The Kelleher Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Avid Products, Inc. Employee Stock Ownership 401(k) Plan in RI ($19M); by covered participants it is Moyer & Son, Inc. 401(k) Plan in PA (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 The Kelleher Corporation Retirement Savings Plan assets move in 2022? ▼
The Kelleher Corporation Retirement Savings Plan declined sharply - down 18.8% during 2022, from $24M to $19M. Reported net income was -$4M.
How have The Kelleher Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Kelleher Corporation's sponsor-wide assets grew 34.1%, from $19M to $26M.
Where does The Kelleher Corporation Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Kelleher Corporation Retirement Savings Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Kelleher Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avid Products, Inc. Employee Stock Ownership 401(k) Plan in RI ($19M, N/A participants).
Which 401(k) plans cover a similar participant headcount to The Kelleher Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Moyer & Son, Inc. 401(k) Plan in PA (245 participants, $15M 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 942185173.

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.