401(k) · DOL Form 5500 · 2022

Keller Group 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
303
Participants Below avg headcount
76th
Percentile by assets National rank
$61,979
Avg per participant Low balance/head
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Official DOL plan name: Keller Group 401(k) Profit Sharing Plan · Sponsored by Keller Group · Tennessee · Wholesale Trade

$19M in assets, 303 participants

Keller Group's Keller Group 401(k) Profit Sharing Plan reported $19M in total assets and 303 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.

  • #5,022 in Wholesale Trade (6,843 peers)

Coverage in Tennessee

Keller Group 401(k) Profit Sharing Plan covers 303 participants in Tennessee, about 27% of the average Tennessee filer (state average ~1,126 per filing). Assets: $19M.

#5,022
in Wholesale Trade (6,843 peers)
-8.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Keller Group 401(k) Profit Sharing Plan's outsized position by total assets

Keller Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,779,594 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

Keller Group 401(k) Profit Sharing 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. Keller Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (303 participants).

EBSA filing schedule strip

Filing strip 621813315 · Keller Group PY 2022 · 401(k)

Keller Group 401(k) Profit Sharing Plan · $19M · 303 · 76th

  • BOOK $19M
  • BOOK 303
  • BOOK 76th
  • BOOK 401(k)
  • BOOK near Daszkal Bolton, LLP 401(k) Plan
  • BOOK ind #5022

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 Wholesale Trade retirement plans → · Plans in Tennessee →

Keller Group 401(k) Profit Sharing Plan in the asset neighbourhood

Keller Group 401(k) Profit Sharing PlanKeller Group 401(k) Profit S…$19MDaszkal Bolton, LLP 401(k) PlanDaszkal Bolton, LLP 401(k) P…$19MGerken Retirement Savings PlanGerken Retirement Savings Pl…$19MTishcon Corp. 401(k) Plan$19MCorestates, Inc. Retirement Savings PlanCorestates, Inc. Retirement …$19M
End-of-year total assets ($M) among Keller Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN621813315
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keller Group)

Sponsor-wide plan assets over time

All Keller Group plans reported in each filing year

Latest sponsor-wide plan assets
$25M 32.06970289134046% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $18.8M $24.8M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 303 $19M
2023 1 297 $22M
2024 1 331 $25M

Nearby 401(k) Plans in Tennessee

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

Keller Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Keller Group 401(k) Profit Sharing Plan, Total assets ($B): 0.018779594 · Participants: 303Keller Group 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Keller Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Keller Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Keller Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Daszkal Bolton, LLP 401(k) Plan in FL ($19M); by covered participants it is Geographic Solutions, Inc. 401(k) Plan and Trust in FL (303 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (303 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 Keller Group 401(k) Profit Sharing Plan assets move in 2022? ▼
Keller Group 401(k) Profit Sharing Plan pulled back noticeably - down 8.7% during 2022, from $21M to $19M. Reported net income was -$2M.
How have Keller Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keller Group's sponsor-wide assets grew 32.1%, from $19M to $25M.
Where does Keller Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Keller Group 401(k) Profit Sharing Plan 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 Keller Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Daszkal Bolton, LLP 401(k) Plan in FL ($19M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Keller Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Geographic Solutions, Inc. 401(k) Plan and Trust in FL (303 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 621813315.

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.