Profit Sharing · DOL Form 5500 · 2023
Jj Keller & Associates, Inc. Profit Sharing Plan
Data updated 2026-08-06
- $121M
- Total assets
- 1,823
- Participants
- 92nd
- Percentile by assets
- $66,263
- Avg per participant
Official DOL plan name: Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan · Sponsored by Jj Keller & Associates, Inc. · Wisconsin · Manufacturing
$121M in assets, 1,823 participants
Jj Keller & Associates, Inc.'s Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan reported $121M in total assets and 1,823 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 126,618 plans)
- #16,509 in Manufacturing (18,672 peers)
Coverage in Wisconsin
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan covers 1,823 participants in Wisconsin, 3.2x the typical Wisconsin plan (state average ~565 per filing). Assets: $121M.
- $121M
- total plan assets (2023 EOY)
- 1,823
- covered participants
- 92nd
- percentile by assets (of 126,618 plans)
- $66,263
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan end-of-year assets rose from $105M in the plan year 2022 filing to $121M in the plan year 2023 filing.
- Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan reported participants rose from 1,743 in the plan year 2022 filing to 1,823 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan reports 1,823 participants - 3.2x that state average ($121M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | $16M |
| Employer EIN | 390957377 |
| Plan Effective Date | 1975-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jj Keller & Associates, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,504 | $235M |
| 2023 | 2 | 3,657 | $276M |
| 2024 | 2 | 3,572 | $300M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
- Aspirus, Inc. Retirement Plan $795M · 10,161
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan by total assets, not by location.
- Dolese Bros. Co. Profit Sharing Plan (OK) $121M · 992
- Local Union No. 41 IBEW Annuity Fund (NY) $121M · 1,449
- Au Health Systems, Inc. 401(a) Retirement Savings Plan (GA) $120M · 2,493
- Steamship Trade Association of Baltimore, Incorporated International Longshoremen's Assoc. Severance and Annuity Plan (MD) $120M · 2,645
Frequently Asked Questions
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Filing takeaways
Ways to act on Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan's numbers.
- By total assets, Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- Jj Keller & Associates, Inc.'s sponsor-wide assets have grown 27.8% since 2022 across 3 plan years on file. More Manufacturing plans