ESOP · DOL Form 5500 · 2023

W.M. Kelley Company, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
112
Participants
62nd
Percentile by assets
$105,313
Avg per participant
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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.

  • 62nd percentile by assets (of 127,072 plans)
  • #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.

$12M
total plan assets (2023 EOY)
112
covered participants
62nd
percentile by assets (of 127,072 plans)
$105,313
avg assets per participant

Where W.M. Kelley Company, Inc. Employee Stock Ownership Plan sits by total assets

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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Indiana
Industry
Manufacturing

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. W.M. Kelley Company, Inc. Employee Stock Ownership Plan reports 112 participants - about 21% of that state average ($12M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$5M
Net Income$116K
Employer EIN351659138
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.M. Kelley Company, Inc.)

$14M$16M$18M$20M$22M 202220232024 $15.5M $19.9M ▲ +28.3%
Total plan assets by year, all W.M. Kelley Company, Inc. plans on file
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.

W.M. Kelley Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants W.M. Kelley Company,…, Total assets ($B): 0.0117951 · Participants: 112W.M. Kelley Company,…Jasper Holdings, Inc…, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc…Urschel Laboratories…, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories…Nibco Inc. Employee …, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee …Superior Industrial …, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial …Ducharme, Mcmillen &…, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen &…
W.M. Kelley Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare W.M. Kelley Company, Inc. Employee Stock… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to W.M. Kelley Company, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did W.M. Kelley Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
W.M. Kelley Company, Inc. Employee Stock Ownership Plan held essentially flat - down 0.8% during 2023, from $12M to $12M. Reported net income was $116K.
How have W.M. Kelley Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.M. Kelley Company, Inc.'s sponsor-wide assets grew 28.3%, from $16M to $20M.
Which ESOP plans are similar in size to W.M. Kelley Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is E.C. Styberg Engineering Company Employee Stock Ownership Plan in WI ($12M, 49 participants).

Next read for W.M. Kelley Company, Inc. Employee Stock…

Filing takeaways

Ways to act on W.M. Kelley Company, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, W.M. Kelley Company, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
  • W.M. Kelley Company, Inc.'s sponsor-wide assets have grown 28.3% since 2022 across 3 plan years on file. More Manufacturing plans

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 351659138.

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.