Defined Benefit (Pension) · DOL Form 5500 · 2022

Kelly Underwriting Services, LLC Pension Plan

Data updated 2026-08-25

$333K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$83,193
Avg per participant Below avg balance/head
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Official DOL plan name: Kelly Underwriting Services, LLC Cash Balance Plan · Sponsored by Kelly Underwriting Services, LLC · New York · Finance & Insurance

$333K in assets, 4 participants

Kelly Underwriting Services, LLC's Kelly Underwriting Services, LLC Cash Balance Plan reported $333K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #839 in Finance & Insurance (9,261 peers)

Kelly Underwriting Services, LLC multi-year trail

Kelly Underwriting Services, LLC's plans moved -51.7% in assets from 2022 to 2024; this filing shows Kelly Underwriting Services, LLC Cash Balance Plan at $333K / 4 participants.

#839
in Finance & Insurance (9,261 peers)
+51.7%
assets growth YoY

Kelly Underwriting Services, LLC Cash Balance Plan among the smaller filed plans by assets

Kelly Underwriting Services, LLC Cash Balance Plan vs every filed plan by assets

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

$332,770 15th percentile higher than 15% 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

Kelly Underwriting Services, LLC Cash Balance Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelly Underwriting Services, LLC Cash Balance Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 461075584 · Kelly Underwriting Services, LLC PY 2022 · Defined Benefit (Pension)

Kelly Underwriting Services, LLC Cash Balance Plan · $333K · 4 · 15th

  • TYPE $333K
  • TYPE 4
  • TYPE 15th
  • TYPE Defined Benefit (Pension)
  • TYPE near Brilliant Consulting Group Defined Benefit Pension Plan
  • TYPE ind #839

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 Finance & Insurance retirement plans → · Plans in New York →

Kelly Underwriting Services, LLC Cash Balance Plan in the asset neighbourhood

Brilliant Consulting Group Defined Benefit Pension PlanBrilliant Consulting Group D…$336KLinode LLC Cash Balance Pension PlanLinode LLC Cash Balance Pens…$337KAras Productions Inc Defined Benefit Pension PlanAras Productions Inc Defined…$338KLabor Community Strategy Center Defined Benefit Pension PlanLabor Community Strategy Cen…$340KKelly Underwriting Services, LLC Cash Balance PlanKelly Underwriting Services,…$333K
End-of-year total assets ($M) among Kelly Underwriting Services, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Kelly Underwriting Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Kelly Underwriting Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$370K 51.70672960747766% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.77M $0.37M ▼ -51.9%
Year Plans Participants Total Assets
2022 2 8 $766K
2023 2 8 $835K
2024 2 2 $370K

Kelly Underwriting Services, LLC filing trail (2022)

Total Assets (Beginning of Year)$219K
Net Assets (End of Year)$333K
Net Income$113K
Employer EIN461075584
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kelly Underwriting Services, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Kelly Underwriting Services, LLC Cash Balance Plan, Total assets ($B): 0.00033277 · Participants: 4Kelly Underwriting Services, LLC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Kelly Underwriting Services, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Kelly Underwriting Services, LLC Cash Balance Plan side-by-side with 3 peers →

Kelly Underwriting Services, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Brilliant Consulting Group Defined Benefit Pension Plan in CA ($336K); by covered participants it is Valher Inc Defined Benefit Pension Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Kelly Underwriting Services, LLC Cash Balance Plan assets move in 2022? ▼
Kelly Underwriting Services, LLC Cash Balance Plan surged - up 51.7% during 2022, from $219K to $333K. Reported net income was $113K.
How have Kelly Underwriting Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly Underwriting Services, LLC's sponsor-wide assets declined 51.7%, from $766K to $370K.
Where does Kelly Underwriting Services, LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Kelly Underwriting Services, LLC Cash Balance Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Kelly Underwriting Services, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Brilliant Consulting Group Defined Benefit Pension Plan in CA ($336K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kelly Underwriting Services, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Valher Inc Defined Benefit Pension Plan in CA (4 participants, N/A 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 461075584.

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.