401(k) · DOL Form 5500 · 2022

Kelly Automotive Group 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
364
Participants Below avg headcount
76th
Percentile by assets National rank
$51,611
Avg per participant Low balance/head
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Official DOL plan name: Kelly Automotive Group 401(k) Retirement Plan & Trust · Sponsored by Kelly Automotive Group · Massachusetts · Retail Trade

$19M in assets, 364 participants

Kelly Automotive Group's Kelly Automotive Group 401(k) Retirement Plan & Trust reported $19M in total assets and 364 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #8,160 in Retail Trade (9,519 peers)

Where Kelly Automotive Group 401(k) Retirement Plan & Trust sits by assets

Kelly Automotive Group 401(k) Retirement Plan & Trust sits in the top quartile of all filed plans by assets, $19M for 364 participants (~$51,611/participant), down 13.5% in 2022.

#8,160
in Retail Trade (9,519 peers)
-13.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kelly Automotive Group 401(k) Retirement Plan & Trust's outsized position by total assets

Kelly Automotive Group 401(k) Retirement Plan & Trust vs every filed plan by assets

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

$18,786,253 Top 24% higher than 76% 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 Automotive Group 401(k) Retirement Plan & Trust 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. Kelly Automotive Group 401(k) Retirement Plan & Trust sits mid-pack in the medium band (364 participants).

EBSA filing schedule strip

Filing strip 043317401 · Kelly Automotive Group PY 2022 · 401(k)

Kelly Automotive Group 401(k) Retirement Plan & Trust · $19M · 364 · 76th

  • 5500 $19M
  • 5500 364
  • 5500 76th
  • 5500 401(k)
  • 5500 near R. C. Hunt Electric, Inc. 401(k) Plan
  • 5500 ind #8160

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 Massachusetts →

Kelly Automotive Group 401(k) Retirement Plan & Trust in the asset neighbourhood

Kelly Automotive Group 401(k) Retirement Plan & TrustKelly Automotive Group 401(k…$19MR. C. Hunt Electric, Inc. 401(k) PlanR. C. Hunt Electric, Inc. 40…$19MR & D Tool & Engineering Company Profit Sharing Plan and TrustR & D Tool & Engineering Com…$19MOurisman Companies 401(k) PlanOurisman Companies 401(k) Pl…$19MM.H. Eby, Inc. 401(k) Profit Sharing PlanM.H. Eby, Inc. 401(k) Profit…$19M
End-of-year total assets ($M) among Kelly Automotive Group 401(k) Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN043317401
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelly Automotive Group)

Sponsor-wide plan assets over time

All Kelly Automotive Group plans reported in each filing year

Latest sponsor-wide plan assets
$25M 35.457107918220835% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $18.8M $25.5M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 364 $19M
2023 1 403 $22M
2024 1 450 $25M

Nearby 401(k) Plans in Massachusetts

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

Kelly Automotive Group 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Kelly Automotive Group 401(k) Retirement Plan & Trust, Total assets ($B): 0.018786253 · Participants: 364Kelly Automotive Group 401(k) Retirement Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Kelly Automotive Group 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Kelly Automotive Group 401(k) Retirement Plan & Trust side-by-side with 3 peers →

Kelly Automotive Group 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is R. C. Hunt Electric, Inc. 401(k) Plan in UT ($19M); by covered participants it is Communication Solutions, LLC 401(k) Profit Sharing Plan in MO (364 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (364 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 Automotive Group 401(k) Retirement Plan & Trust assets move in 2022? ▼
Kelly Automotive Group 401(k) Retirement Plan & Trust pulled back noticeably - down 13.5% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Kelly Automotive Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly Automotive Group's sponsor-wide assets grew 35.5%, from $19M to $25M.
Where does Kelly Automotive Group 401(k) Retirement Plan & Trust rank by assets among Form 5500 filers? ▼
Kelly Automotive Group 401(k) Retirement Plan & Trust ranks in the 76th 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 Kelly Automotive Group 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is R. C. Hunt Electric, Inc. 401(k) Plan in UT ($19M, 587 participants).
Which 401(k) plans cover a similar participant headcount to Kelly Automotive Group 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Communication Solutions, LLC 401(k) Profit Sharing Plan in MO (364 participants, $4M 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 043317401.

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.