401(k) · DOL Form 5500 · 2023

Kelmar Associates, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
209
Participants Below avg headcount
79th
Percentile by assets National rank
$141,540
Avg per participant Near avg balance/head
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Official DOL plan name: Kelmar Associates, LLC 401(k) Plan · Sponsored by Kelmar Associates, LLC · Massachusetts · Professional & Technical Services

$30M in assets, 209 participants

Kelmar Associates, LLC's Kelmar Associates, LLC 401(k) Plan reported $30M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,159 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Kelmar Associates, LLC 401(k) Plan covers 209 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $30M.

#16,159
in Professional & Technical Services (20,321 peers)
+24.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kelmar Associates, LLC 401(k) Plan's outsized position by total assets

Kelmar Associates, LLC 401(k) Plan vs every filed plan by assets

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

$29,581,866 Top 21% higher than 79% 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

Kelmar Associates, LLC 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. Kelmar Associates, LLC 401(k) Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelmar Associates, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Kelmar Associates, LLC 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Kelmar Associates, LLC 401(k) Plan reported participants rose from 193 in the plan year 2022 filing to 209 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043577426 · Kelmar Associates, LLC PY 2023 · 401(k)

Kelmar Associates, LLC 401(k) Plan · $30M · 209 · 79th

  • EIN $30M
  • RANK 209
  • PHOTO 79th
  • IND 401(k)
  • EOY near Rinnai America Corporation 401(k) Plan
  • 5500 ind #16159

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 Massachusetts →

Kelmar Associates, LLC 401(k) Plan in the asset neighbourhood

Kelmar Associates, LLC 401(k) PlanKelmar Associates, LLC 401(k…$30MRinnai America Corporation 401(k) PlanRinnai America Corporation 4…$30MAracor, Inc. 401(k) Plan$30MHall's Retirement Plan$30MCs Disco, Inc. Retirement TrustCs Disco, Inc. Retirement Tr…$30M
End-of-year total assets ($M) among Kelmar Associates, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN043577426
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelmar Associates, LLC)

Sponsor-wide plan assets over time

All Kelmar Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 49.55039889066058% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.8M $35.6M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 193 $24M
2023 1 209 $30M
2024 1 239 $36M

Nearby 401(k) Plans in Massachusetts

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

Kelmar Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Kelmar Associates, LLC 401(k) Plan, Total assets ($B): 0.029581866 · Participants: 209Kelmar Associates, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Kelmar Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Kelmar Associates, LLC 401(k) Plan side-by-side with 3 peers →

Kelmar Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Rinnai America Corporation 401(k) Plan in GA ($30M); by covered participants it is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Kelmar Associates, LLC 401(k) Plan assets move in 2023? ▼
Kelmar Associates, LLC 401(k) Plan grew sharply - up 24.4% during 2023, from $24M to $30M. Reported net income was $6M.
How have Kelmar Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelmar Associates, LLC's sponsor-wide assets grew 49.6%, from $24M to $36M.
Where does Kelmar Associates, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Kelmar Associates, LLC 401(k) Plan ranks in the 79th 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 Kelmar Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rinnai America Corporation 401(k) Plan in GA ($30M, 743 participants).
Which 401(k) plans cover a similar participant headcount to Kelmar Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants, $323K 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 043577426.

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.