401(k) · DOL Form 5500 · 2023

Keller Schroeder and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
110
Participants Small participant base
72nd
Percentile by assets National rank
$175,956
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Keller Schroeder and Associates, Inc. · Indiana · Professional & Technical Services

$19M in assets, 110 participants

Keller Schroeder and Associates, Inc.'s Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan reported $19M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,585 in Professional & Technical Services (20,321 peers)

Coverage in Indiana

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan covers 110 participants in Indiana, about 20% of the average Indiana filer (state average ~541 per filing). Assets: $19M.

#14,585
in Professional & Technical Services (20,321 peers)
+8.5%
assets growth YoY

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,355,141 Top 28% higher than 72% 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

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing 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. Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 101 in the plan year 2022 filing to 110 in the plan year 2023 filing.
  • Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351550894 · Keller Schroeder and Associates, Inc. PY 2023 · 401(k)

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan · $19M · 110 · 72nd

  • EBSA $19M
  • PART 110
  • TYPE 72nd
  • NET 401(k)
  • BOOK near Wellbridge 401(k) Plan and Trust
  • VS-ST ind #14585

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 Indiana →

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing PlanKeller Schroeder and Associa…$19MWellbridge 401(k) Plan and TrustWellbridge 401(k) Plan and T…$19MThe Bms Enterprises 401(k) PlanThe Bms Enterprises 401(k) P…$19MThomas G. Gallagher, Inc. 401(k) Retirement PlanThomas G. Gallagher, Inc. 40…$19MUnico Group, Inc. 401(k) Profit Sharing PlanUnico Group, Inc. 401(k) Pro…$19M
End-of-year total assets ($M) among Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN351550894
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keller Schroeder and Associates, Inc.)

Sponsor-wide plan assets over time

All Keller Schroeder and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 1.3735934314571423% vs 2022
2024 filing year
$56M$57M$58M$59M 202220232024 $56.4M $57.2M ▲ +1.4%
Year Plans Participants Total Assets
2022 2 195 $56M
2023 2 218 $58M
2024 2 202 $57M

Nearby 401(k) Plans in Indiana

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

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.019355141 · Participants: 110Keller Schroeder and Associates, Inc. 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Wellbridge 401(k) Plan and Trust in CO ($19M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.5% during 2023, from $18M to $19M. Reported net income was $2M.
How have Keller Schroeder and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keller Schroeder and Associates, Inc.'s sponsor-wide assets grew 1.4%, from $56M to $57M.
Which 401(k) plans are similar in size to Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wellbridge 401(k) Plan and Trust in CO ($19M, 383 participants).
Which 401(k) plans cover a similar participant headcount to Keller Schroeder and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 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 351550894.

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.