401(k) · DOL Form 5500 · 2023
J. J. Keller & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $155M
- Total assets Near avg plan size
- 1,834
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $84,614
- Avg per participant Below avg balance/head
Official DOL plan name: J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan · Sponsored by J. J. Keller & Associates, Inc. · Wisconsin · Manufacturing
$155M in assets, 1,834 participants
J. J. Keller & Associates, Inc.'s J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan reported $155M in total assets and 1,834 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,910 in Manufacturing (18,722 peers)
Coverage in Wisconsin
J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan covers 1,834 participants in Wisconsin, 3.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $155M.
- #16,910
- in Manufacturing (18,722 peers)
- +19.2%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan's outsized position by total assets
J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$155,181,993 Top 6% higher than 94% 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
J. J. Keller & Associates, Inc. Employees' 401(k) Savings and 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. J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan lands in the large band (1,834 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan reported net income rose from -$26M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan end-of-year assets rose from $130M in the plan year 2022 filing to $155M in the plan year 2023 filing.
- J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan reported participants rose from 1,761 in the plan year 2022 filing to 1,834 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 390957377 · J. J. Keller & Associates, Inc. PY 2023 · 401(k)
J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan · $155M · 1,834 · 94th
- 5500 $155M
- ASSETS 1,834
- PCT 94th
- EIN 401(k)
- RANK near Hunter Engineering Company 401(k) Plan
- PHOTO ind #16910
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 →
J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $155M |
| Net Income | $25M |
| Employer EIN | 390957377 |
| Plan Effective Date | 1988-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J. J. Keller & Associates, Inc.)
Sponsor-wide plan assets over time
All J. J. 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 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Hunter Engineering Company 401(k) Plan in MO ($155M); by covered participants it is Wakefern Food Corporation 401(k) Savings Plan in NJ (1,834 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($155M here).
- Hunter Engineering Company 401(k) Plan (MO) $155M · 1,113
- Surescripts, LLC 401(k) Plan (VA) $155M · 675
- Bozzuto & Associates, Inc. 401(k) Plan (MD) $155M · 3,023
- Alarm.Com 401(k) Plan (VA) $155M · 1,690
Similar participant headcount
Nearest other-state filings by covered participants (1,834 participants); asset peers above are excluded.
- Wakefern Food Corporation 401(k) Savings Plan (NJ) 1,834 · 0 off
- Weir Group, Inc. 401(k) Plan (TX) 1,834 · 0 off
- Flow Control Group 401(k) Plan (NC) 1,834 · 0 off
- Diamond Peo LLC 401(k) Profit Sharing Plan & Trust (CA) 1,836 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.