Profit Sharing · DOL Form 5500 · 2023
Jj Keller & Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $121M
- Total assets Near avg plan size
- 1,823
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $66,263
- Avg per participant Below avg balance/head
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.
- #16,559 in Manufacturing (18,722 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 ~563 per filing). Assets: $121M.
- #16,559
- in Manufacturing (18,722 peers)
- +15.2%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan's outsized position by total assets
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$120,797,011 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan lands in the large band (1,823 participants).
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.
Plan-year Form 5500 strip
Filing strip 390957377 · Jj Keller & Associates, Inc. PY 2023 · Profit Sharing
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan · $121M · 1,823 · 92nd
- ASSETS $121M
- ASSETS 1,823
- ASSETS 92nd
- ASSETS Profit Sharing
- ASSETS near Dolese Bros. Co. Profit Sharing Plan
- ASSETS ind #16559
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 Wisconsin →
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Jj Keller & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $300M 27.792507147522134% vs 2022
- 2024 filing year
| 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.
- 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
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Dolese Bros. Co. Profit Sharing Plan in OK ($121M); by covered participants it is United Union of Roofers - Local 8 Annuity Fund in NY (1,823 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($121M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,823 participants); asset peers above are excluded.
- United Union of Roofers - Local 8 Annuity Fund (NY) 1,823 · 0 off
- Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan (IN) 1,818 · 5 off
- Pension Fund for Nursing and Health Care Employees (PA) 1,808 · 15 off
- Ernst & Young Partnership Retirement (Hr-10) Plan (NJ) 1,843 · 20 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.