401(k) · DOL Form 5500 · 2023

J. J. Keller & Associates, Inc. 401(k) Plan

Data updated 2026-08-11

$155M
Total assets: 1,834
Participants: 94th
Percentile by assets: $84,614
Avg per participant

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.

94th percentile by assets (of 127,072 plans)
#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.

$155M
total plan assets (2023 EOY): 1,834
covered participants: 94th
percentile by assets (of 127,072 plans): $84,614
avg assets per participant

Where J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan sits 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 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.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Manufacturing

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan reports 1,834 participants - 3.3x that state average ($155M EOY assets).

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.)

Total plan assets by year, all J. J. Keller & Associates, Inc. plans on file

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.

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Compare J. J. Keller & Associates, Inc. Employee… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan assets move in 2023? ▼

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan grew sharply - up 19.2% during 2023, from $130M to $155M. Reported net income was $25M.

How have J. J. Keller & Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), J. J. Keller & Associates, Inc.'s sponsor-wide assets grew 27.8%, from $235M to $300M.

Where does J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan rank by assets among Form 5500 filers? ▼

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hunter Engineering Company 401(k) Plan in MO ($155M, 1,113 participants).

Next read for J. J. Keller & Associates, Inc. Employee…

Filing takeaways

Ways to act on J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan's numbers.

By total assets, J. J. Keller & Associates, Inc. Employees' 401(k) Savings and 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 401(k) plans in Wisconsin. Compare plans
J. J. Keller & Associates, Inc.'s sponsor-wide assets have grown 27.8% since 2022 across 3 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390957377.