401(k) · DOL Form 5500 · 2023

Kelley Williamson Company 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
346
Participants Below avg headcount
60th
Percentile by assets National rank
$31,531
Avg per participant Low balance/head
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Official DOL plan name: Kelley Williamson Company Profit Sharing Plan · Sponsored by Kelley Williamson Company · Illinois · Retail Trade

$11M in assets, 346 participants

Kelley Williamson Company's Kelley Williamson Company Profit Sharing Plan reported $11M in total assets and 346 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #6,007 in Retail Trade (8,414 peers)

Coverage in Illinois

Kelley Williamson Company Profit Sharing Plan covers 346 participants in Illinois, about 44% of the average Illinois filer (state average ~779 per filing). Assets: $11M.

#6,007
in Retail Trade (8,414 peers)
+25.2%
assets growth YoY

Kelley Williamson Company Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Kelley Williamson Company Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,909,838 Top 40% higher than 60% of 127,068 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 2023

Kelley Williamson Company Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelley Williamson Company Profit Sharing Plan sits mid-pack in the medium band (346 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelley Williamson Company Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kelley Williamson Company Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Kelley Williamson Company Profit Sharing Plan reported participants rose from 325 in the plan year 2022 filing to 346 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 361314080 · Kelley Williamson Company PY 2023 · 401(k)

Kelley Williamson Company Profit Sharing Plan · $11M · 346 · 60th

  • EBSA $11M
  • EBSA 346
  • EBSA 60th
  • EBSA 401(k)
  • EBSA near Sun Health Employee Services 401(k) Plan
  • EBSA ind #6007

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 Retail Trade retirement plans → · Plans in Illinois →

Kelley Williamson Company Profit Sharing Plan in the asset neighbourhood

Kelley Williamson Company Profit Sharing PlanKelley Williamson Company Pr…$11MSun Health Employee Services 401(k) PlanSun Health Employee Services…$11MThe Wilder Companies 401(k) PlanThe Wilder Companies 401(k) …$11MHolland Engineering, Inc. 401(k) PlanHolland Engineering, Inc. 40…$11MThe Myers Group Retirement PlanThe Myers Group Retirement P…$11M
End-of-year total assets ($M) among Kelley Williamson Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN361314080
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelley Williamson Company)

Sponsor-wide plan assets over time

All Kelley Williamson Company plans reported in each filing year

Latest sponsor-wide plan assets
$12M 37.08148691833911% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.71M $12M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 325 $9M
2023 1 346 $11M
2024 1 375 $12M

Nearby 401(k) Plans in Illinois

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

Kelley Williamson Company Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Kelley Williamson Company Profit Sharing Plan, Total assets ($B): 0.010909838 · Participants: 346Kelley Williamson Company Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Kelley Williamson Company Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Kelley Williamson Company Profit Sharing Plan side-by-side with 3 peers →

Kelley Williamson Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Sun Health Employee Services 401(k) Plan in AZ ($11M); by covered participants it is Intermountain Nutrition LLC Retirement Plan in UT (346 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (346 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kelley Williamson Company Profit Sharing Plan assets move in 2023? ▼
Kelley Williamson Company Profit Sharing Plan grew sharply - up 25.2% during 2023, from $9M to $11M. Reported net income was $2M.
How have Kelley Williamson Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Williamson Company's sponsor-wide assets grew 37.1%, from $9M to $12M.
Which 401(k) plans are similar in size to Kelley Williamson Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sun Health Employee Services 401(k) Plan in AZ ($11M, 530 participants).
Which 401(k) plans cover a similar participant headcount to Kelley Williamson Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intermountain Nutrition LLC Retirement Plan in UT (346 participants, $159K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 361314080.

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.