401(k) · DOL Form 5500 · 2022

Keller Williams Realty, Inc. 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
1,360
Participants Near avg headcount
90th
Percentile by assets National rank
$50,770
Avg per participant Low balance/head
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Official DOL plan name: Kwri 401(k) Plan · Sponsored by Keller Williams Realty, Inc. · Texas · Real Estate

$69M in assets, 1,360 participants

Keller Williams Realty, Inc.'s Kwri 401(k) Plan reported $69M in total assets and 1,360 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,909 in Real Estate (5,057 peers)

Where Kwri 401(k) Plan sits by assets

Kwri 401(k) Plan sits in the top 10% of all filed plans by assets, $69M for 1,360 participants (~$50,770/participant), up 14.8% in 2022.

#4,909
in Real Estate (5,057 peers)
+14.8%
assets growth YoY
0.7×
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.

Kwri 401(k) Plan's outsized position by total assets

Kwri 401(k) Plan vs every filed plan by assets

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

$69,047,845 Top 10% higher than 90% 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

Kwri 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kwri 401(k) Plan lands in the large band (1,360 participants).

Published 5500 schedule card

Filing strip 742756628 · Keller Williams Realty, Inc. PY 2022 · 401(k)

Kwri 401(k) Plan · $69M · 1,360 · 90th

  • EOY $69M
  • 5500 1,360
  • ASSETS 90th
  • PCT 401(k)
  • EIN near Fortitude Re 401(k) Plan
  • RANK ind #4909

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 Real Estate retirement plans → · Plans in Texas →

Kwri 401(k) Plan in the asset neighbourhood

Lifetime Products, Inc. 401(k) Retirement PlanLifetime Products, Inc. 401(…$69MKwri 401(k) Plan$69MFortitude Re 401(k) Plan$69MCarter Ledyard & Milburn LLP 401(k) Retirement PlanCarter Ledyard & Milburn LLP…$69ML & H Company, Inc. 401(k) Profit Sharing Plan and TrustL & H Company, Inc. 401(k) P…$69M
End-of-year total assets ($M) among Kwri 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$69M
Net Income-$4M
Employer EIN742756628
Plan Effective Date2006-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keller Williams Realty, Inc.)

Sponsor-wide plan assets over time

All Keller Williams Realty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 20.262596175159413% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $69.1M $83M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 1,360 $69M
2023 1 979 $72M
2024 1 571 $83M

Nearby 401(k) Plans in Texas

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

Kwri 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Kwri 401(k) Plan, Total assets ($B): 0.069047845 · Participants: 1360Kwri 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Kwri 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Kwri 401(k) Plan side-by-side with 3 peers →

Kwri 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Fortitude Re 401(k) Plan in NJ ($69M); by covered participants it is Point72, L.P. 401(k) Plan in CT (1,360 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,360 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 Kwri 401(k) Plan assets move in 2022? ▼
Kwri 401(k) Plan grew at a solid clip - up 14.8% during 2022, from $60M to $69M. Reported net income was -$4M.
How have Keller Williams Realty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keller Williams Realty, Inc.'s sponsor-wide assets grew 20.3%, from $69M to $83M.
Where does Kwri 401(k) Plan rank by assets among Form 5500 filers? ▼
Kwri 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Kwri 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fortitude Re 401(k) Plan in NJ ($69M, 401 participants).
Which 401(k) plans cover a similar participant headcount to Kwri 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Point72, L.P. 401(k) Plan in CT (1,360 participants, $332M 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 742756628.

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.