ESOP · DOL Form 5500 · 2022

The Kellen Company ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
34
Participants Small participant base
56th
Percentile by assets National rank
$190,281
Avg per participant Above avg balance/head
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Official DOL plan name: The Kellen Company Employee Stock Ownership Plan · Sponsored by The Kellen Company · Georgia · Professional & Technical Services

$6M in assets, 34 participants

The Kellen Company's The Kellen Company Employee Stock Ownership Plan reported $6M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,645 in Professional & Technical Services (21,562 peers)

The Kellen Company multi-year trail

The Kellen Company's plans moved -26.0% in assets from 2022 to 2024; this filing shows The Kellen Company Employee Stock Ownership Plan at $6M / 34 participants.

#11,645
in Professional & Technical Services (21,562 peers)
+7.9%
assets growth YoY

The Kellen Company Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Kellen Company Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,469,567 Top 44% higher than 56% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Kellen Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Kellen Company Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 362607505 · The Kellen Company PY 2022 · ESOP

The Kellen Company Employee Stock Ownership Plan · $6M · 34 · 56th

  • BOY $6M
  • BOY 34
  • BOY 56th
  • BOY ESOP
  • BOY near Electracom Supply, Inc. Employee Stock Ownership Plan
  • BOY ind #11645

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 What is an ESOP? → · Plans in Georgia →

The Kellen Company Employee Stock Ownership Plan in the asset neighbourhood

Off Road Equipment Parts, Inc. Employee Stock Ownership PlanOff Road Equipment Parts, In…$6MThe Kellen Company Employee Stock Ownership PlanThe Kellen Company Employee …$6MElectracom Supply, Inc. Employee Stock Ownership PlanElectracom Supply, Inc. Empl…$6MDaubert Industries Inc. Employee Stock Ownership PlanDaubert Industries Inc. Empl…$6MNorthwest Engineering Service, Inc. Restated Employee Stock Ownership Plan and TrustNorthwest Engineering Servic…$6M
End-of-year total assets ($M) among The Kellen Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

The Kellen Company multi-year asset trail

Sponsor-wide plan assets over time

All The Kellen Company plans reported in each filing year

Latest sponsor-wide plan assets
$14M 26.018302417019157% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $19.5M $14.5M ▼ -26.0%
Year Plans Participants Total Assets
2022 2 217 $20M
2023 2 202 $13M
2024 1 159 $14M

The Kellen Company filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$472K
Employer EIN362607505
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Kellen Company Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants The Kellen Company Employee Stock Ownership Plan, Total assets ($M): 6.469567 · Participants: 34The Kellen Company Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 688.646729 · Participants: 1759Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 315.657741 · Participants: 424Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 252.895792 · Participants: 427Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 189.698153 · Participants: 397Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 137.399647 · Participants: 314Dixie Plywood and Lumber Company Employee Stock Ownership Plan
The Kellen Company Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare The Kellen Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Kellen Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Electracom Supply, Inc. Employee Stock Ownership Plan in TX ($6M); by covered participants it is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Kellen Company Employee Stock Ownership Plan assets move in 2022? ▼
The Kellen Company Employee Stock Ownership Plan grew at a solid clip - up 7.9% during 2022, from $6M to $6M. Reported net income was $472K.
How have The Kellen Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Kellen Company's sponsor-wide assets declined 26.0%, from $20M to $14M.
Which ESOP plans are similar in size to The Kellen Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Electracom Supply, Inc. Employee Stock Ownership Plan in TX ($6M, 17 participants).
Which ESOP plans cover a similar participant headcount to The Kellen Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants, $892K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362607505.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.