ESOP · DOL Form 5500 · 2022
Keller, Inc. ESOP
Data updated 2026-08-11
- $156M
- Total assets
- 246
- Participants
- 95th
- Percentile by assets
- $632,499
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $156M
- total plan assets (2022 EOY)
- 246
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $632,499
- avg assets per participant
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Keller, Inc. Employee Stock Ownership Plan & Trust reports 246 participants - about 44% of that state average ($156M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $135M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $13M |
| Employer EIN | 390971348 |
| Plan Effective Date | 1986-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Keller, Inc.)
| 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
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Keller, Inc. Employee Stock Ownership Plan & Trust by total assets, not by location.
- Lmh ESOP Holdco, Inc. Employee Stock Ownership Plan (CA) $157M · 914
- Dwh Owners Plan (TX) $154M · 1,827
- Metro Builders Supply, Inc. Employee Stock Ownership Plan (OK) $154M · 1,249
- Telapex, Inc. Employee Stock Ownership Plan (MS) $158M · 1,625
Frequently Asked Questions
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Filing takeaways
Ways to act on Keller, Inc. Employee Stock Ownership Plan & Trust's numbers.
- By total assets, Keller, Inc. Employee Stock Ownership Plan & Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Keller, Inc.'s sponsor-wide assets have grown 30.6% since 2022 across 3 plan years on file. More Construction plans