KELLER MANAGEMENT 401(K) & PROFIT SHARING PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
KELLER MANAGEMENT,LLC
This Profit Sharing plan holds $584K in total assets and serves 122 participants as of 2022. It is sponsored by KELLER MANAGEMENT,LLC in Utah. The plan reported positive net income of $368K for the year.
What the Filing Says About KELLER MANAGEMENT 401(K) & PROFIT SHARING PLAN
KELLER MANAGEMENT 401(K) & PROFIT SHARING PLAN is a Profit Sharing retirement plan sponsored by KELLER MANAGEMENT,LLC, headquartered in Utah. As of the 2022 Form 5500 filing, the plan reports $584K in total end-of-year assets and covers 122 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 870678813, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $216K at the beginning of 2022 to $584K at year-end — a gain of 170.4%. Net assets (after liabilities) closed the year at $584K, with reported net income of $368K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $216K |
| Total Assets (End of Year) | $584K |
| Net Assets (End of Year) | $584K |
| Net Income | $368K |
| Plan Type | Profit Sharing |
| Employer EIN | 870678813 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (KELLER MANAGEMENT,LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $584K |
| 2023 | 1 | 77 | N/A |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- CHG COMPANIES, INC. EMPLOYEE 401(K) PLAN $418M · 7,365
- O.C. TANNER RETIREMENT & SAVINGS PLAN $328M · 1,195
- INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN $310M · 41,571
- BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN $191M · 7,029
- EXTRA SPACE MANAGEMENT, INC. 401(K) PLAN $136M · 4,176
Related Data
Guides
Frequently Asked Questions
How much money is in the KELLER MANAGEMENT 401(K) & PROFIT SHARING PLAN? ▼
What type of plan is KELLER MANAGEMENT 401(K) & PROFIT SHARING PLAN? ▼
Who sponsors the KELLER MANAGEMENT 401(K) & PROFIT SHARING PLAN? ▼
How did KELLER MANAGEMENT 401(K) & PROFIT SHARING PLAN perform in 2022? ▼
Where can I find official filings for KELLER MANAGEMENT 401(K) & PROFIT SHARING PLAN? ▼
How does KELLER MANAGEMENT 401(K) & PROFIT SHARING PLAN compare to other plans? ▼
Explore PlainRetire
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 870678813.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.