ESOP · DOL Form 5500 · 2022

Kelley Bean Co. Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
162
Participants Small participant base
82nd
Percentile by assets National rank
$168,927
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#15,246
in Manufacturing (20,602 peers)
-3.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Kelley Bean Co. Inc., Employee Stock Ownership Plan's outsized position 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

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 Bean Co. Inc., Employee Stock Ownership 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 Bean Co. Inc., Employee Stock Ownership Plan sits mid-pack in the medium band (162 participants).

Published 5500 schedule card

Filing strip 470356830 · Kelley Bean Co. Inc. PY 2022 · ESOP

Kelley Bean Co. Inc., Employee Stock Ownership Plan · $27M · 162 · 82nd

  • BOOK $27M
  • BOOK 162
  • BOOK 82nd
  • BOOK ESOP
  • BOOK near Lnl Abga Money Purchase Plan
  • BOOK ind #15246

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 What is an ESOP? → · Plans in Nebraska →

Kelley Bean Co. Inc., Employee Stock Ownership Plan in the asset neighbourhood

Paddock Publications, Inc. Employees Stock Bonus PlanPaddock Publications, Inc. E…$27MSesco Employee Stock Ownership PlanSesco Employee Stock Ownersh…$27MKelley Bean Co. Inc., Employee Stock Ownership PlanKelley Bean Co. Inc., Employ…$27MLnl Abga Money Purchase Plan$27MEagle Metal Employee Stock Ownership PlanEagle Metal Employee Stock O…$27M
End-of-year total assets ($M) among Kelley Bean Co. Inc., Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$27M
Net Income-$924K
Employer EIN470356830
Plan Effective Date1973-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelley Bean Co. Inc.)

Sponsor-wide plan assets over time

All Kelley Bean Co. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 21.125400549847527% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27.4M $33.2M ▲ +21.1%
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 Scatter plot of 6 data points. 02004006008001000 0100200300400 Total assets ($M) Participants Kelley Bean Co. Inc., Employee Stock Ownership Plan, Total assets ($M): 27.366132 · Participants: 162Kelley Bean Co. Inc., Employee Stock Ownership PlanMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 380.222279 · Participants: 856Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 184.261756 · Participants: 64Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 117.431356 · Participants: 232Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.944292 · Participants: 394Majors Plastics, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 92.045042 · Participants: 169Commonwealth Holdings, Inc. Employee Stock Ownership Plan
Kelley Bean Co. Inc., Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Kelley Bean Co. Inc., Employee Stock Ownership Plan side-by-side with 3 peers →

Kelley Bean Co. Inc., Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Lnl Abga Money Purchase Plan in PA ($27M); by covered participants it is Matt Construction Corporation Employee Stock Ownership Plan in CA (162 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Bean Co. Inc., Employee Stock Ownership Plan assets move in 2022? ▼
Kelley Bean Co. Inc., Employee Stock Ownership Plan edged down modestly - down 3.3% during 2022, from $28M to $27M. Reported net income was -$924K.
How have Kelley Bean Co. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Bean Co. Inc.'s sponsor-wide assets grew 21.1%, from $27M to $33M.
Where does Kelley Bean Co. Inc., Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kelley Bean Co. Inc., Employee Stock Ownership Plan ranks in the 82nd 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 ESOP plans are similar in size to Kelley Bean Co. Inc., Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lnl Abga Money Purchase Plan in PA ($27M, 117 participants).
Which ESOP plans cover a similar participant headcount to Kelley Bean Co. Inc., Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Matt Construction Corporation Employee Stock Ownership Plan in CA (162 participants, $20M 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 470356830.

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.