401(k) · DOL Form 5500 · 2023

The Kreller Group, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
65
Participants Small participant base
62nd
Percentile by assets National rank
$180,084
Avg per participant Above avg balance/head
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Official DOL plan name: The Kreller Consulting Group 401(k) Plan · Sponsored by The Kreller Group, Inc. · Ohio · Finance & Insurance

$12M in assets, 65 participants

The Kreller Group, Inc.'s The Kreller Consulting Group 401(k) Plan reported $12M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,158 in Finance & Insurance (8,869 peers)

The Kreller Group, Inc. multi-year trail

The Kreller Group, Inc.'s plans moved +38.3% in assets from 2022 to 2024; this filing shows The Kreller Consulting Group 401(k) Plan at $12M / 65 participants.

#4,158
in Finance & Insurance (8,869 peers)
+21.4%
assets growth YoY

The Kreller Consulting Group 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

The Kreller Consulting Group 401(k) Plan vs every filed plan by assets

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

$11,705,473 Top 38% higher than 62% 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

The Kreller Consulting Group 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Kreller Consulting Group 401(k) Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Kreller Consulting Group 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Kreller Consulting Group 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Kreller Consulting Group 401(k) Plan reported participants fell from 67 in the plan year 2022 filing to 65 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311262370 · The Kreller Group, Inc. PY 2023 · 401(k)

The Kreller Consulting Group 401(k) Plan · $12M · 65 · 62nd

  • SCH $12M
  • EBSA 65
  • PART 62nd
  • TYPE 401(k)
  • NET near Associated Community Bancorp., Inc. Profit Sharing /401(k) Plan
  • BOOK ind #4158

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 Finance & Insurance retirement plans → · Plans in Ohio →

The Kreller Consulting Group 401(k) Plan in the asset neighbourhood

The Kreller Consulting Group 401(k) PlanThe Kreller Consulting Group…$12MAssociated Community Bancorp., Inc. Profit Sharing /401(k) PlanAssociated Community Bancorp…$12MThe Curtis Institute of Music Retirement PlanThe Curtis Institute of Musi…$12MYokem Motors, LLC 401(k) Profit Sharing PlanYokem Motors, LLC 401(k) Pro…$12MLec/Cpi 401(k) and Profit Sharing PlanLec/Cpi 401(k) and Profit Sh…$12M
End-of-year total assets ($M) among The Kreller Consulting Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Kreller Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Kreller Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 38.28131871505645% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.64M $13.3M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 67 $10M
2023 1 65 $12M
2024 1 58 $13M

The Kreller Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN311262370
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

The Kreller Consulting Group 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Kreller Consulting Group 401(k) Plan, Total assets ($B): 0.011705473 · Participants: 65The Kreller Consulting Group 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Kreller Consulting Group 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

The Kreller Consulting Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Associated Community Bancorp., Inc. Profit Sharing /401(k) Plan in CT ($12M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 The Kreller Consulting Group 401(k) Plan assets move in 2023?
The Kreller Consulting Group 401(k) Plan grew sharply - up 21.4% during 2023, from $10M to $12M. Reported net income was $2M.
How have The Kreller Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Kreller Group, Inc.'s sponsor-wide assets grew 38.3%, from $10M to $13M.
Which 401(k) plans are similar in size to The Kreller Consulting Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Associated Community Bancorp., Inc. Profit Sharing /401(k) Plan in CT ($12M, 90 participants).
Which 401(k) plans cover a similar participant headcount to The Kreller Consulting Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 participants, N/A in assets).