401(k) · DOL Form 5500 · 2023

Kelly & Associates Insurance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
518
Participants Below avg headcount
87th
Percentile by assets National rank
$113,009
Avg per participant Below avg balance/head
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Official DOL plan name: Kelly & Associates Insurance Group, Inc. 401(k) Plan · Sponsored by Kelly & Associates Insurance Group, Inc. · Maryland · Finance & Insurance

$59M in assets, 518 participants

Kelly & Associates Insurance Group, Inc.'s Kelly & Associates Insurance Group, Inc. 401(k) Plan reported $59M in total assets and 518 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,102 in Finance & Insurance (8,869 peers)

Where Kelly & Associates Insurance Group, Inc. 401(k) Plan sits by assets

Kelly & Associates Insurance Group, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $59M for 518 participants (~$113,009/participant), up 20.2% in 2023.

#7,102
in Finance & Insurance (8,869 peers)
+20.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Kelly & Associates Insurance Group, Inc. 401(k) Plan's outsized position by total assets

Kelly & Associates Insurance Group, Inc. 401(k) Plan vs every filed plan by assets

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

$58,538,742 Top 13% higher than 87% 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

Kelly & Associates Insurance Group, Inc. 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. Kelly & Associates Insurance Group, Inc. 401(k) Plan sits mid-pack in the medium band (518 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelly & Associates Insurance Group, Inc. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Kelly & Associates Insurance Group, Inc. 401(k) Plan end-of-year assets rose from $49M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Kelly & Associates Insurance Group, Inc. 401(k) Plan reported participants rose from 469 in the plan year 2022 filing to 518 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521066374 · Kelly & Associates Insurance Group, Inc. PY 2023 · 401(k)

Kelly & Associates Insurance Group, Inc. 401(k) Plan · $59M · 518 · 87th

  • EOY $59M
  • EOY 518
  • EOY 87th
  • EOY 401(k)
  • EOY near Workforce Software, LLC 401(k) Plan
  • EOY ind #7102

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 Finance & Insurance retirement plans → · Plans in Maryland →

Kelly & Associates Insurance Group, Inc. 401(k) Plan in the asset neighbourhood

Security Plus Retirement Savings PlanSecurity Plus Retirement Sav…$59MKelly & Associates Insurance Group, Inc. 401(k) PlanKelly & Associates Insurance…$59MWorkforce Software, LLC 401(k) PlanWorkforce Software, LLC 401(…$59MAvenue5 Residential, LLC Employee Savings PlanAvenue5 Residential, LLC Emp…$59MSuperior Air-Ground Ambulance Service, Inc. Profit Sharing 401(k) PlanSuperior Air-Ground Ambulanc…$59M
End-of-year total assets ($M) among Kelly & Associates Insurance Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$59M
Net Income$10M
Employer EIN521066374
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelly & Associates Insurance Group, Inc.)

Sponsor-wide plan assets over time

All Kelly & Associates Insurance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 39.93301304274858% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $48.7M $68.2M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 469 $49M
2023 1 518 $59M
2024 1 533 $68M

Nearby 401(k) Plans in Maryland

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

Kelly & Associates Insurance Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kelly & Associates Insurance Group, Inc. 401(k) Plan, Total assets ($B): 0.058538742 · Participants: 518Kelly & Associates Insurance Group, Inc. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Kelly & Associates Insurance Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Kelly & Associates Insurance Group, Inc. 401(k) Plan side-by-side with 3 peers →

Kelly & Associates Insurance Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Workforce Software, LLC 401(k) Plan in MI ($59M); by covered participants it is Capitol Business Equipment,Inc 401(k)Plan in AL (518 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (518 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 Kelly & Associates Insurance Group, Inc. 401(k) Plan assets move in 2023? ▼
Kelly & Associates Insurance Group, Inc. 401(k) Plan grew sharply - up 20.2% during 2023, from $49M to $59M. Reported net income was $10M.
How have Kelly & Associates Insurance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly & Associates Insurance Group, Inc.'s sponsor-wide assets grew 39.9%, from $49M to $68M.
Where does Kelly & Associates Insurance Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Kelly & Associates Insurance Group, Inc. 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kelly & Associates Insurance Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Workforce Software, LLC 401(k) Plan in MI ($59M, 442 participants).
Which 401(k) plans cover a similar participant headcount to Kelly & Associates Insurance Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capitol Business Equipment,Inc 401(k)Plan in AL (518 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 521066374.

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.