401(k) · DOL Form 5500 · 2022

Kelley Automotive Group, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
386
Participants Below avg headcount
78th
Percentile by assets National rank
$53,436
Avg per participant Low balance/head
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Official DOL plan name: Kelley Automotive Group, LLC 401(k) Plan · Sponsored by Kelley Automotive Group, LLC · Indiana · Retail Trade

$21M in assets, 386 participants

Kelley Automotive Group, LLC's Kelley Automotive Group, LLC 401(k) Plan reported $21M in total assets and 386 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #8,262 in Retail Trade (9,519 peers)

Where Kelley Automotive Group, LLC 401(k) Plan sits by assets

Kelley Automotive Group, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $21M for 386 participants (~$53,436/participant), down 14.0% in 2022.

#8,262
in Retail Trade (9,519 peers)
-14.0%
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.

Kelley Automotive Group, LLC 401(k) Plan's outsized position by total assets

Kelley Automotive Group, LLC 401(k) Plan vs every filed plan by assets

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

$20,626,129 Top 22% higher than 78% 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

Kelley Automotive Group, LLC 401(k) Plan 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. Kelley Automotive Group, LLC 401(k) Plan sits mid-pack in the medium band (386 participants).

EBSA filing schedule strip

Filing strip 272098643 · Kelley Automotive Group, LLC PY 2022 · 401(k)

Kelley Automotive Group, LLC 401(k) Plan · $21M · 386 · 78th

  • PCT $21M
  • EIN 386
  • RANK 78th
  • PHOTO 401(k)
  • IND near Just Energy 401(k) Plan
  • EOY ind #8262

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 Indiana →

Kelley Automotive Group, LLC 401(k) Plan in the asset neighbourhood

Kelley Automotive Group, LLC 401(k) PlanKelley Automotive Group, LLC…$21MJust Energy 401(k) Plan$21MOrthopaedic Hospital 401(k) PlanOrthopaedic Hospital 401(k) …$21MTeaching Strategies, LLC Profit Sharing PlanTeaching Strategies, LLC Pro…$21MMartin K. Eby Construction Co.,Inc. 401(k) Savings PlanMartin K. Eby Construction C…$21M
End-of-year total assets ($M) among Kelley Automotive Group, LLC 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)$24M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN272098643
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelley Automotive Group, LLC)

Sponsor-wide plan assets over time

All Kelley Automotive Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 35.61805998595277% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.6M $28M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 386 $21M
2023 1 419 $24M
2024 1 550 $28M

Nearby 401(k) Plans in Indiana

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

Kelley Automotive Group, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Kelley Automotive Group, LLC 401(k) Plan, Total assets ($B): 0.020626129 · Participants: 386Kelley Automotive Group, LLC 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Kelley Automotive Group, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Kelley Automotive Group, LLC 401(k) Plan side-by-side with 3 peers →

Kelley Automotive Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Just Energy 401(k) Plan in TX ($21M); by covered participants it is Mbi, Inc 401(k) Plan in CT (386 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (386 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 Kelley Automotive Group, LLC 401(k) Plan assets move in 2022? ▼
Kelley Automotive Group, LLC 401(k) Plan pulled back noticeably - down 14.0% during 2022, from $24M to $21M. Reported net income was -$3M.
How have Kelley Automotive Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Automotive Group, LLC's sponsor-wide assets grew 35.6%, from $21M to $28M.
Where does Kelley Automotive Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Kelley Automotive Group, LLC 401(k) Plan ranks in the 78th 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 Kelley Automotive Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Just Energy 401(k) Plan in TX ($21M, 420 participants).
Which 401(k) plans cover a similar participant headcount to Kelley Automotive Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mbi, Inc 401(k) Plan in CT (386 participants, $51M 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 272098643.

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.