401(k) · DOL Form 5500 · 2023

Kelley Bros. LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets: 279
Participants Below avg headcount: 74th
Percentile by assets National rank: $78,122
Avg per participant Below avg balance/head

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Official DOL plan name: Kelley Bros. Salary Savings Plan · Sponsored by Kelley Bros. LLC · New York · Wholesale Trade

$22M in assets, 279 participants

Kelley Bros. LLC's Kelley Bros. Salary Savings Plan reported $22M in total assets and 279 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

#4,515 in Wholesale Trade (6,309 peers)

Coverage in New York

Kelley Bros. Salary Savings Plan covers 279 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $22M.

#4,515
in Wholesale Trade (6,309 peers): +22.1%
assets growth YoY

Kelley Bros. Salary Savings Plan's outsized position by total assets

Kelley Bros. Salary Savings Plan vs every filed plan by assets

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

$21,796,104 Top 26% higher than 74% 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

Kelley Bros. Salary Savings 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 Bros. Salary Savings Plan sits mid-pack in the medium band (279 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Kelley Bros. Salary Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Kelley Bros. Salary Savings Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Kelley Bros. Salary Savings Plan reported participants rose from 268 in the plan year 2022 filing to 279 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 150511382 · Kelley Bros. LLC PY 2023 · 401(k)

Kelley Bros. Salary Savings Plan · $22M · 279 · 74th

5500 $22M
5500 279
5500 74th
5500 401(k)
5500 near Terral Riverservice Inc 401(k) Plan
5500 ind #4515

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 Wholesale Trade retirement plans → · Plans in New York →

End-of-year total assets ($M) among Kelley Bros. Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$22M
Net Income	$4M
Employer EIN	150511382
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kelley Bros. LLC)

Latest sponsor-wide plan assets: $26M 45.51590685650773% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	268	$18M
2023	1	279	$22M
2024	1	297	$26M

Nearby 401(k) Plans in New York

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

Kelley Bros. Salary Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Kelley Bros. Salary Savings Plan side-by-side with 3 peers →

Kelley Bros. Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Terral Riverservice Inc 401(k) Plan in LA ($22M); by covered participants it is Virginia Cancer Institute, Inc. Retirement Plan in VA (279 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Terral Riverservice Inc 401(k) Plan (LA) $22M · 482
Consumer Link, Inc. 401(k) Retirement Plan (GA) $22M · 95
Salary Deferral Retirement Plan for Employees of Cascade Steel Rolling Mills, Inc. & Affiliated Employers (OR) $22M · 286
Kalas Manufacturing, Inc. Profit Sharing and 401(k) Plan (PA) $22M · 391

Similar participant headcount

Nearest other-state filings by covered participants (279 participants); asset peers above are excluded.

Virginia Cancer Institute, Inc. Retirement Plan (VA) 279 · 0 off
Mapr Technologies, Inc. 401(k) Plan (CA) 279 · 0 off
Nova Chemicals Inc. Savings Plan for U.S. Employees (PA) 279 · 0 off
Drizly 401(k) Plan (CA) 279 · 0 off

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 Bros. Salary Savings Plan assets move in 2023? ▼

Kelley Bros. Salary Savings Plan grew sharply - up 22.1% during 2023, from $18M to $22M. Reported net income was $4M.

How have Kelley Bros. LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kelley Bros. LLC's sponsor-wide assets grew 45.5%, from $18M to $26M.

Which 401(k) plans are similar in size to Kelley Bros. Salary Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Terral Riverservice Inc 401(k) Plan in LA ($22M, 482 participants).

Which 401(k) plans cover a similar participant headcount to Kelley Bros. Salary Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Virginia Cancer Institute, Inc. Retirement Plan in VA (279 participants, $58M 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 150511382.