401(k) · DOL Form 5500 · 2023

Kelley Trucking Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
154
Participants Small participant base
69th
Percentile by assets National rank
$105,855
Avg per participant Below avg balance/head
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Official DOL plan name: Kelley Trucking Inc. 401(k) Savings Plan · Sponsored by Kelley Trucking Inc. · Colorado · Construction

$16M in assets, 154 participants

Kelley Trucking Inc.'s Kelley Trucking Inc. 401(k) Savings Plan reported $16M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,091 in Construction (9,030 peers)

Coverage in Colorado

Kelley Trucking Inc. 401(k) Savings Plan covers 154 participants in Colorado, about 41% of the average Colorado filer (state average ~376 per filing). Assets: $16M.

#6,091
in Construction (9,030 peers)
+24.9%
assets growth YoY

Kelley Trucking Inc. 401(k) Savings Plan's outsized position by total assets

Kelley Trucking Inc. 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,301,724 Top 31% higher than 69% of 127,068 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 2023

Kelley Trucking Inc. 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelley Trucking Inc. 401(k) Savings Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelley Trucking Inc. 401(k) Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kelley Trucking Inc. 401(k) Savings Plan reported participants rose from 121 in the plan year 2022 filing to 154 in the plan year 2023 filing.
  • Kelley Trucking Inc. 401(k) Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 840840340 · Kelley Trucking Inc. PY 2023 · 401(k)

Kelley Trucking Inc. 401(k) Savings Plan · $16M · 154 · 69th

  • PART $16M
  • TYPE 154
  • NET 69th
  • BOOK 401(k)
  • VS-ST near Oregon Humane Society 401(k) Plan
  • BOY ind #6091

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 Construction retirement plans → · Plans in Colorado →

Kelley Trucking Inc. 401(k) Savings Plan in the asset neighbourhood

Kelley Trucking Inc. 401(k) Savings PlanKelley Trucking Inc. 401(k) …$16MOregon Humane Society 401(k) PlanOregon Humane Society 401(k)…$16MClark County Credit Union 401(k) PlanClark County Credit Union 40…$16MBranchpattern, Inc. 401(k) Profit Sharing PlanBranchpattern, Inc. 401(k) P…$16MM.I.L., Inc. 401(k) Plan$16M
End-of-year total assets ($M) among Kelley Trucking Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN840840340
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelley Trucking Inc.)

Sponsor-wide plan assets over time

All Kelley Trucking Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 50.248263085826494% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.1M $19.6M ▲ +50.2%
Year Plans Participants Total Assets
2022 1 121 $13M
2023 1 154 $16M
2024 1 153 $20M

Nearby 401(k) Plans in Colorado

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Kelley Trucking Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Kelley Trucking Inc. 401(k) Savings Plan, Total assets ($B): 0.016301724 · Participants: 154Kelley Trucking Inc. 401(k) Savings PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Kelley Trucking Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Kelley Trucking Inc. 401(k) Savings Plan side-by-side with 3 peers →

Kelley Trucking Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Oregon Humane Society 401(k) Plan in OR ($16M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kelley Trucking Inc. 401(k) Savings Plan assets move in 2023? ▼
Kelley Trucking Inc. 401(k) Savings Plan grew sharply - up 24.9% during 2023, from $13M to $16M. Reported net income was $3M.
How have Kelley Trucking Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Trucking Inc.'s sponsor-wide assets grew 50.2%, from $13M to $20M.
Which 401(k) plans are similar in size to Kelley Trucking Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oregon Humane Society 401(k) Plan in OR ($16M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Kelley Trucking Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eaze Solutions Inc. Retirement Trust in CA (154 participants, $3M in assets).

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 840840340.

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.