ESOP · DOL Form 5500 · 2023
W.M. Kelley Company, Inc. ESOP
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 112
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $105,313
- Avg per participant Below avg balance/head
Official DOL plan name: W.M. Kelley Company, Inc. Employee Stock Ownership Plan · Sponsored by W.M. Kelley Company, Inc. · Indiana · Manufacturing
$12M in assets, 112 participants
W.M. Kelley Company, Inc.'s W.M. Kelley Company, Inc. Employee Stock Ownership Plan reported $12M in total assets and 112 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.
- #9,210 in Manufacturing (18,722 peers)
Coverage in Indiana
W.M. Kelley Company, Inc. Employee Stock Ownership Plan covers 112 participants in Indiana, about 21% of the average Indiana filer (state average ~541 per filing). Assets: $12M.
- #9,210
- in Manufacturing (18,722 peers)
- -0.8%
- assets change YoY
W.M. Kelley Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
W.M. Kelley Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,795,100 Top 38% higher than 62% 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
W.M. Kelley Company, Inc. Employee Stock Ownership 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. W.M. Kelley Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (112 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- W.M. Kelley Company, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $116K in the plan year 2023 filing.
- W.M. Kelley Company, Inc. Employee Stock Ownership Plan reported participants rose from 108 in the plan year 2022 filing to 112 in the plan year 2023 filing.
- W.M. Kelley Company, Inc. Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
DOL schedule card
Filing strip 351659138 · W.M. Kelley Company, Inc. PY 2023 · ESOP
W.M. Kelley Company, Inc. Employee Stock Ownership Plan · $12M · 112 · 62nd
- EIN $12M
- RANK 112
- PHOTO 62nd
- IND ESOP
- EOY near E.C. Styberg Engineering Company Employee Stock Ownership Plan
- 5500 ind #9210
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 What is an ESOP? → · Plans in Indiana →
W.M. Kelley Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $116K |
| Employer EIN | 351659138 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (W.M. Kelley Company, Inc.)
Sponsor-wide plan assets over time
All W.M. Kelley Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 28.29956469602557% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 215 | $16M |
| 2023 | 2 | 229 | $16M |
| 2024 | 2 | 190 | $20M |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
- Urschel Laboratories Employee Stock Ownership Plan $366M · 487
- Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558
W.M. Kelley Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is E.C. Styberg Engineering Company Employee Stock Ownership Plan in WI ($12M); by covered participants it is Woodruff Construction Employee Stock Ownership Plan in IA (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (112 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.