ESOP · DOL Form 5500 · 2022

Keller, Inc. ESOP

Data updated 2026-08-25

$156M
Total assets Near avg plan size
246
Participants Below avg headcount
95th
Percentile by assets National rank
$632,499
Avg per participant High balance/head
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Official DOL plan name: Keller, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Keller, Inc. · Wisconsin · Construction

$156M in assets, 246 participants

Keller, Inc.'s Keller, Inc. Employee Stock Ownership Plan & Trust reported $156M in total assets and 246 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #9,307 in Construction (9,927 peers)

Coverage in Wisconsin

Keller, Inc. Employee Stock Ownership Plan & Trust covers 246 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $156M.

#9,307
in Construction (9,927 peers)
+15.2%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Keller, Inc. Employee Stock Ownership Plan & Trust's outsized position by total assets

Keller, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$155,594,718 Top 5% higher than 95% 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, Inc. Employee Stock Ownership Plan & Trust 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, Inc. Employee Stock Ownership Plan & Trust sits mid-pack in the medium band (246 participants).

EBSA filing schedule strip

Filing strip 390971348 · Keller, Inc. PY 2022 · ESOP

Keller, Inc. Employee Stock Ownership Plan & Trust · $156M · 246 · 95th

  • BOY $156M
  • BOY 246
  • BOY 95th
  • BOY ESOP
  • BOY near Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan
  • BOY ind #9307

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 Wisconsin →

Keller, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Telapex, Inc. Employee Stock Ownership PlanTelapex, Inc. Employee Stock…$158MLmh ESOP Holdco, Inc. Employee Stock Ownership PlanLmh ESOP Holdco, Inc. Employ…$157MKeller, Inc. Employee Stock Ownership Plan & TrustKeller, Inc. Employee Stock …$156MDwh Owners Plan$154MMetro Builders Supply, Inc. Employee Stock Ownership PlanMetro Builders Supply, Inc. …$154M
End-of-year total assets ($M) among Keller, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$135M
Net Assets (End of Year)$130M
Net Income$13M
Employer EIN390971348
Plan Effective Date1986-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keller, Inc.)

Sponsor-wide plan assets over time

All Keller, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$236M 30.643138465436405% vs 2022
2024 filing year
$160M$180M$200M$220M$240M$260M 202220232024 $181M $236M ▲ +30.6%
Year Plans Participants Total Assets
2022 2 500 $181M
2023 2 504 $211M
2024 2 521 $236M

Nearby ESOP Plans in Wisconsin

Peer ESOP plans, same state, same plan type, ranked by total assets.

Keller, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0123 Total assets ($B) Participants Keller, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 0.155594718 · Participants: 246Keller, Inc. Employee Stock Ownership Plan & TrustSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Keller, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Keller, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Keller, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan in CA ($157M); by covered participants it is Rehabilitation Associates, Inc. Employee Stock Ownership Plan in CT (247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($156M here).

Similar participant headcount

Nearest other-state filings by covered participants (246 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, Inc. Employee Stock Ownership Plan & Trust assets move in 2022? ▼
Keller, Inc. Employee Stock Ownership Plan & Trust grew sharply - up 15.2% during 2022, from $135M to $156M. Reported net income was $13M.
How have Keller, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keller, Inc.'s sponsor-wide assets grew 30.6%, from $181M to $236M.
Where does Keller, Inc. Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
Keller, Inc. Employee Stock Ownership Plan & Trust ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Keller, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan in CA ($157M, 914 participants).
Which ESOP plans cover a similar participant headcount to Keller, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Rehabilitation Associates, Inc. Employee Stock Ownership Plan in CT (247 participants, $7M 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 390971348.

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.