401(k) · DOL Form 5500 · 2022

Kelley Brothers Contractors, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
169
Participants Small participant base
49th
Percentile by assets National rank
$27,800
Avg per participant Low balance/head
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Official DOL plan name: Kelley Companies Retirement Plan · Sponsored by Kelley Brothers Contractors, Inc. · Mississippi · Manufacturing

$5M in assets, 169 participants

Kelley Brothers Contractors, Inc.'s Kelley Companies Retirement Plan reported $5M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #6,772 in Manufacturing (20,602 peers)

Coverage in Mississippi

Kelley Companies Retirement Plan covers 169 participants in Mississippi, about 46% of the average Mississippi filer (state average ~366 per filing). Assets: $5M.

#6,772
in Manufacturing (20,602 peers)
+5.7%
assets growth YoY

Kelley Companies Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Kelley Companies Retirement Plan vs every filed plan by assets

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

$4,698,198 49th percentile higher than 49% 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 Companies Retirement 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 Companies Retirement Plan sits mid-pack in the medium band (169 participants).

DOL schedule card

Filing strip 640502135 · Kelley Brothers Contractors, Inc. PY 2022 · 401(k)

Kelley Companies Retirement Plan · $5M · 169 · 49th

  • IND $5M
  • IND 169
  • IND 49th
  • IND 401(k)
  • IND near Rose Moving and Storage Co., Inc. 401(k) Profit Sharing Plan & Trust
  • IND ind #6772

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 Manufacturing retirement plans → · Plans in Mississippi →

Kelley Companies Retirement Plan in the asset neighbourhood

Kelley Companies Retirement PlanKelley Companies Retirement …$5MRose Moving and Storage Co., Inc. 401(k) Profit Sharing Plan & TrustRose Moving and Storage Co.,…$5MSetpoint Medical Corporation 401(k) Profit Sharing Plan and TrustSetpoint Medical Corporation…$5MRoman Catholic Diocese of Madison, Inc. Retirement Savings PlanRoman Catholic Diocese of Ma…$5MTriangle Credit Union 401(k) Savings PlanTriangle Credit Union 401(k)…$5M
End-of-year total assets ($M) among Kelley Companies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mississippi filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$255K
Employer EIN640502135
Plan Effective Date1993-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelley Brothers Contractors, Inc.)

Sponsor-wide plan assets over time

All Kelley Brothers Contractors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.41325333670484% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.7M $5.8M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 169 $5M
2023 1 176 $6M
2024 1 169 $6M

Nearby 401(k) Plans in Mississippi

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

Kelley Companies Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Kelley Companies Retirement Plan, Total assets ($M): 4.698198 · Participants: 169Kelley Companies Retirement PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
Kelley Companies Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Kelley Companies Retirement Plan side-by-side with 3 peers →

Kelley Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Rose Moving and Storage Co., Inc. 401(k) Profit Sharing Plan & Trust in MI ($5M); by covered participants it is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Companies Retirement Plan assets move in 2022? ▼
Kelley Companies Retirement Plan grew at a solid clip - up 5.7% during 2022, from $4M to $5M. Reported net income was $255K.
How have Kelley Brothers Contractors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Brothers Contractors, Inc.'s sponsor-wide assets grew 23.4%, from $5M to $6M.
Which 401(k) plans are similar in size to Kelley Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rose Moving and Storage Co., Inc. 401(k) Profit Sharing Plan & Trust in MI ($5M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Kelley Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants, N/A 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 640502135.

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.