401(k) · DOL Form 5500 · 2023

Kelley Construction, Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
113
Participants Small participant base
65th
Percentile by assets National rank
$118,763
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kelley Construction, Inc 401(k) Profit Sharing Plan · Sponsored by Kelley Construction, Inc · Kentucky · Construction

$13M in assets, 113 participants

Kelley Construction, Inc's Kelley Construction, Inc 401(k) Profit Sharing Plan reported $13M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #5,730 in Construction (9,030 peers)

Coverage in Kentucky

Kelley Construction, Inc 401(k) Profit Sharing Plan covers 113 participants in Kentucky, about 17% of the average Kentucky filer (state average ~647 per filing). Assets: $13M.

#5,730
in Construction (9,030 peers)
+19.1%
assets growth YoY

Kelley Construction, Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Kelley Construction, Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,420,236 Top 35% higher than 65% 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 Construction, 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. Kelley Construction, Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelley Construction, Inc 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kelley Construction, Inc 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Kelley Construction, Inc 401(k) Profit Sharing Plan reported participants fell from 121 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 610928594 · Kelley Construction, Inc PY 2023 · 401(k)

Kelley Construction, Inc 401(k) Profit Sharing Plan · $13M · 113 · 65th

  • IND $13M
  • IND 113
  • IND 65th
  • IND 401(k)
  • IND near Calbee America, Inc. 401(k) Savings Plan
  • IND ind #5730

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 Construction retirement plans → · Plans in Kentucky →

Kelley Construction, Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Kelley Construction, Inc 401(k) Profit Sharing PlanKelley Construction, Inc 401…$13MCalbee America, Inc. 401(k) Savings PlanCalbee America, Inc. 401(k) …$13MAction Enterprise 401(k) Plan$13MDoumak Inc. Employee Savings & Retirement PlanDoumak Inc. Employee Savings…$13MChapman Cubine Allen & Hussey Profit Sharing PlanChapman Cubine Allen & Husse…$13M
End-of-year total assets ($M) among Kelley Construction, Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN610928594
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelley Construction, Inc)

Sponsor-wide plan assets over time

All Kelley Construction, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$16M 42.21097167120285% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.3M $16M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 121 $11M
2023 1 113 $13M
2024 1 131 $16M

Nearby 401(k) Plans in Kentucky

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

Kelley Construction, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Kelley Construction, Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.013420236 · Participants: 113Kelley Construction, Inc 401(k) Profit Sharing 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 Construction, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Kelley Construction, Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kelley Construction, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Calbee America, Inc. 401(k) Savings Plan in CA ($13M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Construction, Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Kelley Construction, Inc 401(k) Profit Sharing Plan grew sharply - up 19.1% during 2023, from $11M to $13M. Reported net income was $2M.
How have Kelley Construction, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Construction, Inc's sponsor-wide assets grew 42.2%, from $11M to $16M.
Which 401(k) plans are similar in size to Kelley Construction, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Calbee America, Inc. 401(k) Savings Plan in CA ($13M, 396 participants).
Which 401(k) plans cover a similar participant headcount to Kelley Construction, 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 (113 participants, $475K 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 610928594.

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.