401(k) · DOL Form 5500 · 2023

W.M. Kelley Company, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
117
Participants Small participant base
42nd
Percentile by assets National rank
$37,492
Avg per participant Low balance/head
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Official DOL plan name: W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan · Sponsored by W.M. Kelley Company, Inc. · Indiana · Manufacturing

$4M in assets, 117 participants

W.M. Kelley Company, Inc.'s W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,694 in Manufacturing (18,722 peers)

Coverage in Indiana

W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan covers 117 participants in Indiana, about 22% of the average Indiana filer (state average ~541 per filing). Assets: $4M.

#4,694
in Manufacturing (18,722 peers)
+21.0%
assets growth YoY

W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,386,617 42nd percentile higher than 42% 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

W.M. Kelley Company, 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. W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan reported net income rose from -$599K in the plan year 2022 filing to $761K in the plan year 2023 filing.
  • W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan reported participants rose from 107 in the plan year 2022 filing to 117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351659138 · W.M. Kelley Company, Inc. PY 2023 · 401(k)

W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan · $4M · 117 · 42nd

  • EIN $4M
  • RANK 117
  • PHOTO 42nd
  • IND 401(k)
  • EOY near Wang Globalnet 401(k) Plan
  • 5500 ind #4694

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 Manufacturing retirement plans → · Plans in Indiana →

W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

W.M. Kelley Company, Inc. 401(k) Profit Sharing PlanW.M. Kelley Company, Inc. 40…$4MWang Globalnet 401(k) Plan$4MIntra-National Home Care, LLC 401(k) PlanIntra-National Home Care, LL…$4MRadco Residential, LLC 401(k) PlanRadco Residential, LLC 401(k…$4MPeregrine Financial Corporation 401(k) Plan and TrustPeregrine Financial Corporat…$4M
End-of-year total assets ($M) among W.M. Kelley Company, 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)$4M
Net Assets (End of Year)$4M
Net Income$761K
Employer EIN351659138
Plan Effective Date1987-07-01
Filing StatusFILING 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
$14M$16M$18M$20M$22M 202220232024 $15.5M $19.9M ▲ +28.3%
Year Plans Participants Total Assets
2022 2 215 $16M
2023 2 229 $16M
2024 2 190 $20M

Nearby 401(k) Plans in Indiana

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

W.M. Kelley Company, 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 ($B) Participants W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004386617 · Participants: 117W.M. Kelley Company, 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
W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

W.M. Kelley Company, 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 Wang Globalnet 401(k) Plan in CA ($4M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (117 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 W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan grew sharply - up 21.0% during 2023, from $4M to $4M. Reported net income was $761K.
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 401(k) plans are similar in size to W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wang Globalnet 401(k) Plan in CA ($4M, 155 participants).
Which 401(k) plans cover a similar participant headcount to W.M. Kelley Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (117 participants, $673K 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 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.