401(k) · DOL Form 5500 · 2023

Kelley Galloway Smith Goolsby, Psc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
56
Participants Small participant base
57th
Percentile by assets National rank
$168,551
Avg per participant Above avg balance/head
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Official DOL plan name: Kelley Galloway Smith Goolsby, Psc 401(k) Plan · Sponsored by Kelley Galloway Smith Goolsby, Psc · Kentucky · Professional & Technical Services

$9M in assets, 56 participants

Kelley Galloway Smith Goolsby, Psc's Kelley Galloway Smith Goolsby, Psc 401(k) Plan reported $9M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,340 in Professional & Technical Services (20,321 peers)

Kelley Galloway Smith Goolsby, Psc multi-year trail

Kelley Galloway Smith Goolsby, Psc's plans moved +33.7% in assets from 2022 to 2024; this filing shows Kelley Galloway Smith Goolsby, Psc 401(k) Plan at $9M / 56 participants.

#11,340
in Professional & Technical Services (20,321 peers)
+19.7%
assets growth YoY

Kelley Galloway Smith Goolsby, Psc 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kelley Galloway Smith Goolsby, Psc 401(k) Plan vs every filed plan by assets

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

$9,438,838 Top 43% higher than 57% 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

Kelley Galloway Smith Goolsby, Psc 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. Kelley Galloway Smith Goolsby, Psc 401(k) Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelley Galloway Smith Goolsby, Psc 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kelley Galloway Smith Goolsby, Psc 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Kelley Galloway Smith Goolsby, Psc 401(k) Plan reported participants fell from 58 in the plan year 2022 filing to 56 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 611129886 · Kelley Galloway Smith Goolsby, Psc PY 2023 · 401(k)

Kelley Galloway Smith Goolsby, Psc 401(k) Plan · $9M · 56 · 57th

  • PART $9M
  • PART 56
  • PART 57th
  • PART 401(k)
  • PART near Revitalize Capital, LLC 401(k) Plan
  • PART ind #11340

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 Kentucky →

Kelley Galloway Smith Goolsby, Psc 401(k) Plan in the asset neighbourhood

Kelley Galloway Smith Goolsby, Psc 401(k) PlanKelley Galloway Smith Goolsb…$9MRevitalize Capital, LLC 401(k) PlanRevitalize Capital, LLC 401(…$9MBethesda 401(k) Plan$9MGlobeflex Capital, L.P. 401(k) Profit Sharing PlanGlobeflex Capital, L.P. 401(…$9MReuben, Junius & Rose, LLP 401(k) Profit Sharing PlanReuben, Junius & Rose, LLP 4…$9M
End-of-year total assets ($M) among Kelley Galloway Smith Goolsby, Psc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kelley Galloway Smith Goolsby, Psc multi-year asset trail

Sponsor-wide plan assets over time

All Kelley Galloway Smith Goolsby, Psc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 33.69910988258565% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.89M $10.5M ▲ +33.6%
Year Plans Participants Total Assets
2022 1 58 $8M
2023 1 56 $9M
2024 1 58 $11M

Kelley Galloway Smith Goolsby, Psc filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN611129886
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Kelley Galloway Smith Goolsby, Psc 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Kelley Galloway Smith Goolsby, Psc 401(k) Plan, Total assets ($B): 0.009438838 · Participants: 56Kelley Galloway Smith Goolsby, Psc 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Kelley Galloway Smith Goolsby, Psc 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Kelley Galloway Smith Goolsby, Psc 401(k) Plan side-by-side with 3 peers →

Kelley Galloway Smith Goolsby, Psc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Revitalize Capital, LLC 401(k) Plan in OH ($9M); by covered participants it is Specialty Steak Service Retirement Plan in PA (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Kelley Galloway Smith Goolsby, Psc 401(k) Plan assets move in 2023? ▼
Kelley Galloway Smith Goolsby, Psc 401(k) Plan grew sharply - up 19.7% during 2023, from $8M to $9M. Reported net income was $2M.
How have Kelley Galloway Smith Goolsby, Psc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Galloway Smith Goolsby, Psc's sponsor-wide assets grew 33.7%, from $8M to $11M.
Which 401(k) plans are similar in size to Kelley Galloway Smith Goolsby, Psc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Revitalize Capital, LLC 401(k) Plan in OH ($9M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Kelley Galloway Smith Goolsby, Psc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialty Steak Service Retirement Plan in PA (56 participants, N/A 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 611129886.

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.