401(k) · DOL Form 5500 · 2023
The Kellen Company 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 174
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $76,056
- Avg per participant Below avg balance/head
Official DOL plan name: The Kellen Company 401(k) Plan · Sponsored by The Kellen Company · District of Columbia · Professional & Technical Services
$13M in assets, 174 participants
The Kellen Company's The Kellen Company 401(k) Plan reported $13M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #12,976 in Professional & Technical Services (20,321 peers)
Coverage in District of Columbia
The Kellen Company 401(k) Plan covers 174 participants in District of Columbia, about 12% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $13M.
- #12,976
- in Professional & Technical Services (20,321 peers)
- +1.4%
- assets growth YoY
The Kellen Company 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
The Kellen Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,233,713 Top 35% higher than 65% 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
The Kellen Company 401(k) 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. The Kellen Company 401(k) Plan sits mid-pack in the medium band (174 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Kellen Company 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $178K in the plan year 2023 filing.
- The Kellen Company 401(k) Plan reported participants fell from 183 in the plan year 2022 filing to 174 in the plan year 2023 filing.
- The Kellen Company 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 362607505 · The Kellen Company PY 2023 · 401(k)
The Kellen Company 401(k) Plan · $13M · 174 · 65th
- BOOK $13M
- VS-ST 174
- BOY 65th
- SCH 401(k)
- EBSA near Anchor Retirement Savings Plan
- PART ind #12976
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 District of Columbia →
The Kellen Company 401(k) Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $178K |
| Employer EIN | 362607505 |
| Plan Effective Date | 2001-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Kellen Company)
Sponsor-wide plan assets over time
All The Kellen Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 26.018302417019157% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 217 | $20M |
| 2023 | 2 | 202 | $13M |
| 2024 | 1 | 159 | $14M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
- Geico 401(k) Savings Plan $5.8B · 39,034
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
- Finra Savings Plus Plan $2.2B · 3,958
- Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870
The Kellen Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Anchor Retirement Savings Plan in OH ($13M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Anchor Retirement Savings Plan (OH) $13M · 83
- Cdi Services, Inc. 401(k) Retirement Savings Plan (ND) $13M · 276
- Prosmile Retirement Savings Plan (NJ) $13M · 1,000
- One Community Health 401(k) Plan (CA) $13M · 254
Similar participant headcount
Nearest other-state filings by covered participants (174 participants); asset peers above are excluded.
- John Mourier Construction Inc Profit Sharing Plan (CA) 174 · 0 off
- Husky Corporation 401(k) Plan (MO) 174 · 0 off
- Deluxe Auto Carriers Inc 401(k) Profit Sharing Plan & Trust (CA) 174 · 0 off
- United Chester Industries, Inc. 401(k) Plan (TX) 174 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.