Profit Sharing · DOL Form 5500 · 2023

Kelley & Kelley P.C. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$415,690
Avg per participant High balance/head
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Official DOL plan name: Kelley & Kelley, P.C. Profit Sharing Retirement Plan · Sponsored by Kelley & Kelley P.C. · Colorado · Professional & Technical Services

$1M in assets, 3 participants

Kelley & Kelley P.C.'s Kelley & Kelley, P.C. Profit Sharing Retirement Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,266 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Kelley & Kelley, P.C. Profit Sharing Retirement Plan holds $1M for 3 participants - about $415,690 per participant, in the lower half of filed plans by assets.

#4,266
in Professional & Technical Services (20,321 peers)
+0.9%
assets growth YoY

Kelley & Kelley, P.C. Profit Sharing Retirement Plan among the smaller filed plans by assets

Kelley & Kelley, P.C. Profit Sharing Retirement Plan vs every filed plan by assets

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

$1,247,069 26th percentile higher than 26% 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 & Kelley, P.C. Profit Sharing Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelley & Kelley, P.C. Profit Sharing Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelley & Kelley, P.C. Profit Sharing Retirement Plan reported net income fell from $25K in the plan year 2022 filing to $12K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 731111907 · Kelley & Kelley P.C. PY 2023 · Profit Sharing

Kelley & Kelley, P.C. Profit Sharing Retirement Plan · $1M · 3 · 26th

  • PCT $1M
  • PCT 3
  • PCT 26th
  • PCT Profit Sharing
  • PCT near Gibson & Associates, Ltd. Profit Sharing Plan
  • PCT ind #4266

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 Colorado →

Kelley & Kelley, P.C. Profit Sharing Retirement Plan in the asset neighbourhood

Kelley & Kelley, P.C. Profit Sharing Retirement PlanKelley & Kelley, P.C. Profit…$1MGibson & Associates, Ltd. Profit Sharing PlanGibson & Associates, Ltd. Pr…$1MPsychiatric & Psychotherapy Clinic Profit Sharing Plan and TrustPsychiatric & Psychotherapy …$1ML&m Development Partners, Inc. Employee Stock Ownership PlanL&m Development Partners, In…$1MAlphonzo L. Davidson Dds PA Profit Sharing Plan and TrustAlphonzo L. Davidson Dds PA …$1M
End-of-year total assets ($M) among Kelley & Kelley, P.C. Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$12K
Employer EIN731111907
Plan Effective Date1981-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelley & Kelley P.C.)

Sponsor-wide plan assets over time

All Kelley & Kelley P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 3.4490601897833026% vs 2022
2024 filing year
$1.22M$1.24M$1.26M$1.28M$1.3M 202220232024 $1.24M $1.28M ▲ +3.2%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $1M

Nearby Profit Sharing Plans in Colorado

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

Kelley & Kelley, P.C. Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Kelley & Kelley, P.C. Profit Sharing Retirement Plan, Total assets ($M): 1.247069 · Participants: 3Kelley & Kelley, P.C. Profit Sharing Retirement PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
Kelley & Kelley, P.C. Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Kelley & Kelley, P.C. Profit Sharing Retirement Plan side-by-side with 3 peers →

Kelley & Kelley, P.C. Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Gibson & Associates, Ltd. Profit Sharing Plan in IL ($1M); by covered participants it is Prairiestar Enterprises, Inc. Profit Sharing Plan in KS (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 & Kelley, P.C. Profit Sharing Retirement Plan assets move in 2023? ▼
Kelley & Kelley, P.C. Profit Sharing Retirement Plan held essentially flat - up 0.9% during 2023, from $1M to $1M. Reported net income was $12K.
How have Kelley & Kelley P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley & Kelley P.C.'s sponsor-wide assets grew 3.4%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Kelley & Kelley, P.C. Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gibson & Associates, Ltd. Profit Sharing Plan in IL ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Kelley & Kelley, P.C. Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Prairiestar Enterprises, Inc. Profit Sharing Plan in KS (3 participants, N/A 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 731111907.

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.