401(k) · DOL Form 5500 · 2022
Mrs. Kelly's Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $106,617
- Avg per participant Below avg balance/head
Official DOL plan name: Mrs. Kelly's Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Mrs. Kelly's Inc. · California · Retail Trade
$4M in assets, 35 participants
Mrs. Kelly's Inc.'s Mrs. Kelly's Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #5,144 in Retail Trade (9,519 peers)
2022 asset change
Mrs. Kelly's Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably 11.4% in 2022 ($4M → $4M) for 35 participants.
- #5,144
- in Retail Trade (9,519 peers)
- -11.4%
- assets change YoY
The plan reported a net loss of $479K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mrs. Kelly's Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers
Mrs. Kelly's Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,731,592 45th percentile higher than 45% 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
Mrs. Kelly's Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mrs. Kelly's Inc. 401(k) Profit Sharing Plan and Trust is a small filing (35 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 953278769 · Mrs. Kelly's Inc. PY 2022 · 401(k)
Mrs. Kelly's Inc. 401(k) Profit Sharing Plan and Trust · $4M · 35 · 45th
- PCT $4M
- EIN 35
- RANK 45th
- PHOTO 401(k)
- IND near The Golden Plan
- EOY ind #5144
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 California →
Mrs. Kelly's Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Mrs. Kelly's Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Mrs. Kelly's Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 8.905153618080433% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $4M |
| 2023 | 1 | 23 | $4M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$479K |
| Employer EIN | 953278769 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Mrs. Kelly's Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Golden Plan in NY ($4M); by covered participants it is Toms Offroad 401(k) Plan in OR (35 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (35 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.