401(k) · DOL Form 5500 · 2023
Ortale Kelley 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 52
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $205,981
- Avg per participant Above avg balance/head
Official DOL plan name: Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust · Sponsored by Ortale Kelley · Tennessee · Professional & Technical Services
$11M in assets, 52 participants
Ortale Kelley's Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust reported $11M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #11,973 in Professional & Technical Services (20,321 peers)
Ortale Kelley multi-year trail
Ortale Kelley's plans moved +19.7% in assets from 2023 to 2024; this filing shows Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust at $11M / 52 participants.
- #11,973
- in Professional & Technical Services (20,321 peers)
- +22.5%
- assets growth YoY
Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,711,023 Top 40% higher than 60% 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
Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust is a small filing (52 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 620815814 · Ortale Kelley PY 2023 · 401(k)
Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust · $11M · 52 · 60th
- PART $11M
- PART 52
- PART 60th
- PART 401(k)
- PART near Bella Vista Village Property Owners Association 401(k)
- PART ind #11973
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 Professional & Technical Services retirement plans → · Plans in Tennessee →
Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Ortale Kelley multi-year asset trail
Sponsor-wide plan assets over time
All Ortale Kelley plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 19.65824366169319% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 52 | $11M |
| 2024 | 1 | 45 | $13M |
Ortale Kelley filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 620815814 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Bella Vista Village Property Owners Association 401(k) in AR ($11M); by covered participants it is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.
- The Midlands Clinic, P.C. 401(k) Plan and Trust (SD) 52 · 0 off
- Monticello Consulting Group in 401(k) Profit Sharing Plan & Trust (VA) 52 · 0 off
- Behavior Basics Inc 401(k) Profit Sharing Plan & Trust (FL) 52 · 0 off
- The People's Community Bank 401(k) and Employee Stock Ownership Plan (WI) 52 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.