401(k) · DOL Form 5500 · 2022

Kelly & Associates Insurance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
469
Participants Below avg headcount
88th
Percentile by assets National rank
$103,861
Avg per participant Below avg balance/head
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Official DOL plan name: Kelly & Associates Insurance Group, Inc. 401(k) Plan · Sponsored by Kelly & Associates Insurance Group, Inc. · Maryland · Finance & Insurance

$49M in assets, 469 participants

Kelly & Associates Insurance Group, Inc.'s Kelly & Associates Insurance Group, Inc. 401(k) Plan reported $49M in total assets and 469 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,446 in Finance & Insurance (9,261 peers)

Where Kelly & Associates Insurance Group, Inc. 401(k) Plan sits by assets

Kelly & Associates Insurance Group, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 469 participants (~$103,861/participant), down 15.9% in 2022.

#7,446
in Finance & Insurance (9,261 peers)
-15.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kelly & Associates Insurance Group, Inc. 401(k) Plan's outsized position by total assets

Kelly & Associates Insurance Group, Inc. 401(k) Plan vs every filed plan by assets

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

$48,710,975 Top 12% higher than 88% 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 & Associates Insurance Group, Inc. 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. Kelly & Associates Insurance Group, Inc. 401(k) Plan sits mid-pack in the medium band (469 participants).

Form 5500 schedule snapshot

Filing strip 521066374 · Kelly & Associates Insurance Group, Inc. PY 2022 · 401(k)

Kelly & Associates Insurance Group, Inc. 401(k) Plan · $49M · 469 · 88th

  • SCH $49M
  • EBSA 469
  • PART 88th
  • TYPE 401(k)
  • NET near Timber Products Co. 401(k) Plan
  • BOOK ind #7446

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 Maryland →

Kelly & Associates Insurance Group, Inc. 401(k) Plan in the asset neighbourhood

Timber Products Co. 401(k) PlanTimber Products Co. 401(k) P…$49MHalozyme Therapeutics, Inc. 401(k) PlanHalozyme Therapeutics, Inc. …$49MKelly & Associates Insurance Group, Inc. 401(k) PlanKelly & Associates Insurance…$49MEva Airways Corporation 401(k) Profit Sharing PlanEva Airways Corporation 401(…$49MIlfc Retirement Savings 401(k) PlanIlfc Retirement Savings 401(…$49M
End-of-year total assets ($M) among Kelly & Associates Insurance Group, Inc. 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)$58M
Net Assets (End of Year)$49M
Net Income-$9M
Employer EIN521066374
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelly & Associates Insurance Group, Inc.)

Sponsor-wide plan assets over time

All Kelly & Associates Insurance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 39.93301304274858% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $48.7M $68.2M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 469 $49M
2023 1 518 $59M
2024 1 533 $68M

Nearby 401(k) Plans in Maryland

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

Kelly & Associates Insurance Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Kelly & Associates Insurance Group, Inc. 401(k) Plan, Total assets ($B): 0.048710975 · Participants: 469Kelly & Associates Insurance Group, Inc. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Kelly & Associates Insurance Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Kelly & Associates Insurance Group, Inc. 401(k) Plan side-by-side with 3 peers →

Kelly & Associates Insurance Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Timber Products Co. 401(k) Plan in OR ($49M); by covered participants it is Preferred Employer Plan Fbo Madwire, LLC in AZ (469 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (469 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 & Associates Insurance Group, Inc. 401(k) Plan assets move in 2022? ▼
Kelly & Associates Insurance Group, Inc. 401(k) Plan declined sharply - down 15.9% during 2022, from $58M to $49M. Reported net income was -$9M.
How have Kelly & Associates Insurance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly & Associates Insurance Group, Inc.'s sponsor-wide assets grew 39.9%, from $49M to $68M.
Where does Kelly & Associates Insurance Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Kelly & Associates Insurance Group, Inc. 401(k) Plan ranks in the 88th 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 & Associates Insurance Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Timber Products Co. 401(k) Plan in OR ($49M, 704 participants).
Which 401(k) plans cover a similar participant headcount to Kelly & Associates Insurance Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Employer Plan Fbo Madwire, LLC in AZ (469 participants, $8M 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 521066374.

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.