401(k) · DOL Form 5500 · 2023
Kelly Management Corp 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 432
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $43,570
- Avg per participant Low balance/head
Official DOL plan name: Kelly Management Corporation Tax-Advantaged Capital Accumulation Plan · Sponsored by Kelly Management Corp · Pennsylvania · Retail Trade
$19M in assets, 432 participants
Kelly Management Corp's Kelly Management Corporation Tax-Advantaged Capital Accumulation Plan reported $19M in total assets and 432 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #6,885 in Retail Trade (8,414 peers)
Kelly Management Corp multi-year trail
Kelly Management Corp's plans moved +36.4% in assets from 2022 to 2024; this filing shows Kelly Management Corporation Tax-Advantaged Capital Accumulation Plan at $19M / 432 participants.
- #6,885
- in Retail Trade (8,414 peers)
- +20.0%
- assets growth YoY
Kelly Management Corporation Tax-Advantaged Capital Accumulation Plan's outsized position by total assets
Kelly Management Corporation Tax-Advantaged Capital Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,822,120 Top 28% higher than 72% 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
Kelly Management Corporation Tax-Advantaged Capital Accumulation 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 Management Corporation Tax-Advantaged Capital Accumulation Plan sits mid-pack in the medium band (432 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kelly Management Corporation Tax-Advantaged Capital Accumulation Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Kelly Management Corporation Tax-Advantaged Capital Accumulation Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Kelly Management Corporation Tax-Advantaged Capital Accumulation Plan reported participants rose from 388 in the plan year 2022 filing to 432 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 591479869 · Kelly Management Corp PY 2023 · 401(k)
Kelly Management Corporation Tax-Advantaged Capital Accumulation Plan · $19M · 432 · 72nd
- VS-ST $19M
- BOY 432
- SCH 72nd
- EBSA 401(k)
- PART near Salary Reduction Profit Sharing Plan Retirement Trust of Monroe Plumbing & Heating Co.
- TYPE ind #6885
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 Retail Trade retirement plans → · Plans in Pennsylvania →
Kelly Management Corporation Tax-Advantaged Capital Accumulation Plan in the asset neighbourhood
Kelly Management Corp multi-year asset trail
Sponsor-wide plan assets over time
All Kelly Management Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 36.36546374844961% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 388 | $16M |
| 2023 | 1 | 432 | $19M |
| 2024 | 1 | 417 | $21M |
Kelly Management Corp filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 591479869 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Kelly Management Corporation Tax-Advantaged Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Salary Reduction Profit Sharing Plan Retirement Trust of Monroe Plumbing & Heating Co. in MI ($19M); by covered participants it is The Farmers & Merchants State Bank 401(k) Profit Sharing Plan in OH (432 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (432 participants); asset peers above are excluded.
- The Farmers & Merchants State Bank 401(k) Profit Sharing Plan (OH) 432 · 0 off
- Kelly Tractor Co. Savings & Profit Sharing Plan (FL) 432 · 0 off
- Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit Employees (MS) 432 · 0 off
- Liquidpower Specialty Products Inc. 401(k) and Profit Sharing Plan (TX) 432 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.