401(k) · DOL Form 5500 · 2022

Neil Kelly Company, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
100
Participants Small participant base
48th
Percentile by assets National rank
$44,670
Avg per participant Low balance/head
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Official DOL plan name: Neil Kelly Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Neil Kelly Company, Inc. · Oregon · Construction

$4M in assets, 100 participants

Neil Kelly Company, Inc.'s Neil Kelly Company, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,695 in Construction (9,927 peers)

Coverage in Oregon

Neil Kelly Company, Inc. 401(k) Profit Sharing Plan covers 100 participants in Oregon, about 23% of the average Oregon filer (state average ~443 per filing). Assets: $4M.

#4,695
in Construction (9,927 peers)
-10.5%
assets change YoY

The plan reported a net loss of $525K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Neil Kelly Company, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Neil Kelly Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,467,032 48th percentile higher than 48% 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

Neil Kelly Company, Inc. 401(k) Profit Sharing 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. Neil Kelly Company, Inc. 401(k) Profit Sharing Plan is a small filing (100 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 930519115 · Neil Kelly Company, Inc. PY 2022 · 401(k)

Neil Kelly Company, Inc. 401(k) Profit Sharing Plan · $4M · 100 · 48th

  • EOY $4M
  • EOY 100
  • EOY 48th
  • EOY 401(k)
  • EOY near Hospice of San Joaquin 401(k) Plan
  • EOY ind #4695

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 Oregon →

Neil Kelly Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Neil Kelly Company, Inc. 401(k) Profit Sharing PlanNeil Kelly Company, Inc. 401…$4MHospice of San Joaquin 401(k) PlanHospice of San Joaquin 401(k…$4MPacor Mortgage Corporation 401(k) PlanPacor Mortgage Corporation 4…$4MSpecial Products & Manufacturing Inc. 401(k) PlanSpecial Products & Manufactu…$4MT. Philms, Inc. 401(k) Profit Sharing PlanT. Philms, Inc. 401(k) Profi…$4M
End-of-year total assets ($M) among Neil Kelly Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$525K
Employer EIN930519115
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neil Kelly Company, Inc.)

Sponsor-wide plan assets over time

All Neil Kelly Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 35.53934693102713% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.47M $6.05M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 100 $4M
2023 1 138 $6M
2024 1 134 $6M

Nearby 401(k) Plans in Oregon

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

Neil Kelly Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Neil Kelly Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004467032 · Participants: 100Neil Kelly Company, Inc. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Neil Kelly Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Neil Kelly Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Hospice of San Joaquin 401(k) Plan in CA ($4M); by covered participants it is The Contractors Retirement Plan in AZ (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Neil Kelly Company, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Neil Kelly Company, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 10.5% during 2022, from $5M to $4M. Reported net income was -$525K.
How have Neil Kelly Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neil Kelly Company, Inc.'s sponsor-wide assets grew 35.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Neil Kelly Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hospice of San Joaquin 401(k) Plan in CA ($4M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Neil Kelly Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Contractors Retirement Plan in AZ (100 participants, $223K 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 930519115.

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.