ESOP · DOL Form 5500 · 2022
Kelley Bean Co. Inc. ESOP
Data updated 2026-08-11
- $27M
- Total assets
- 162
- Participants
- 82nd
- Percentile by assets
- $168,927
- Avg per participant
Official DOL plan name: Kelley Bean Co. Inc., Employee Stock Ownership Plan · Sponsored by Kelley Bean Co. Inc. · Nebraska · Manufacturing
$27M in assets, 162 participants
Kelley Bean Co. Inc.'s Kelley Bean Co. Inc., Employee Stock Ownership Plan reported $27M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 139,126 plans)
- #15,246 in Manufacturing (20,602 peers)
Coverage in Nebraska
Kelley Bean Co. Inc., Employee Stock Ownership Plan covers 162 participants in Nebraska, about 29% of the average Nebraska filer (state average ~552 per filing). Assets: $27M.
- $27M
- total plan assets (2022 EOY)
- 162
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $168,927
- avg assets per participant
The plan reported a net loss of $924K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Kelley Bean Co. Inc., Employee Stock Ownership Plan sits by total assets
Kelley Bean Co. Inc., Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,366,132 Top 18% higher than 82% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Nebraska filers
In Nebraska, the average filing covers about 552 participants across 778 plans. Kelley Bean Co. Inc., Employee Stock Ownership Plan reports 162 participants - about 29% of that state average ($27M EOY assets).
Nebraska filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$924K |
| Employer EIN | 470356830 |
| Plan Effective Date | 1973-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kelley Bean Co. Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $27M |
| 2023 | 1 | 170 | $30M |
| 2024 | 1 | 160 | $33M |
Nearby ESOP Plans in Nebraska
Peer ESOP plans, same state, same plan type, ranked by total assets.
Kelley Bean Co. Inc., Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
- Mead Lumber Company Employee Stock Ownership Plan and Trust $380M · 856
- Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan $184M · 64
- Builders Supply Co. , Inc. Employee Stock Ownership Plan $117M · 232
- Majors Plastics, Inc. Employee Stock Ownership Plan $96M · 394
- Commonwealth Holdings, Inc. Employee Stock Ownership Plan $92M · 169
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Kelley Bean Co. Inc., Employee Stock Ownership Plan by total assets, not by location.
- Lnl Abga Money Purchase Plan (PA) $27M · 117
- Eagle Metal Employee Stock Ownership Plan (FL) $27M · 21
- Sesco Employee Stock Ownership Plan (FL) $27M · 238
- Paddock Publications, Inc. Employees Stock Bonus Plan (IL) $27M · 272
Frequently Asked Questions
How did Kelley Bean Co. Inc., Employee Stock Ownership Plan assets move in 2022? ▼
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Filing takeaways
Ways to act on Kelley Bean Co. Inc., Employee Stock Ownership Plan's numbers.
- By total assets, Kelley Bean Co. Inc., Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Nebraska. Compare plans
- Kelley Bean Co. Inc.'s sponsor-wide assets have grown 21.1% since 2022 across 3 plan years on file. More Manufacturing plans