401(k) · DOL Form 5500 · 2023

Kelley Health Holdings Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
175
Participants Small participant base
32nd
Percentile by assets National rank
$12,659
Avg per participant Low balance/head
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Official DOL plan name: Kelley Health Holdings, Inc. 401(k) Plan · Sponsored by Kelley Health Holdings Inc · Alabama · Healthcare & Social Assistance

$2M in assets, 175 participants

Kelley Health Holdings Inc's Kelley Health Holdings, Inc. 401(k) Plan reported $2M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,450 in Healthcare & Social Assistance (17,684 peers)

Coverage in Alabama

Kelley Health Holdings, Inc. 401(k) Plan covers 175 participants in Alabama, about 49% of the average Alabama filer (state average ~360 per filing). Assets: $2M.

#5,450
in Healthcare & Social Assistance (17,684 peers)
+29.9%
assets growth YoY

Kelley Health Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

Kelley Health Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$2,215,396 32nd percentile higher than 32% 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 Health Holdings, 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. Kelley Health Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelley Health Holdings, Inc. 401(k) Plan reported net income rose from $16K in the plan year 2022 filing to $510K in the plan year 2023 filing.
  • Kelley Health Holdings, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kelley Health Holdings, Inc. 401(k) Plan reported participants rose from 155 in the plan year 2022 filing to 175 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 463216610 · Kelley Health Holdings Inc PY 2023 · 401(k)

Kelley Health Holdings, Inc. 401(k) Plan · $2M · 175 · 32nd

  • EIN $2M
  • EIN 175
  • EIN 32nd
  • EIN 401(k)
  • EIN near Heichel Plumbing, Inc 401(k) Plan
  • EIN ind #5450

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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →

Kelley Health Holdings, Inc. 401(k) Plan in the asset neighbourhood

Kelley Health Holdings, Inc. 401(k) PlanKelley Health Holdings, Inc.…$2MHeichel Plumbing, Inc 401(k) PlanHeichel Plumbing, Inc 401(k)…$2MLower Columbia Community Action Council 401(k) PlanLower Columbia Community Act…$2MJeong & Lizardi, P.C. 401(k) PlanJeong & Lizardi, P.C. 401(k)…$2MWindow World of Baton Rouge 401(k) PlanWindow World of Baton Rouge …$2M
End-of-year total assets ($M) among Kelley Health Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$510K
Employer EIN463216610
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelley Health Holdings Inc)

Sponsor-wide plan assets over time

All Kelley Health Holdings Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 52.51915406097755% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.71M $2.6M ▲ +52.0%
Year Plans Participants Total Assets
2022 1 155 $2M
2023 1 175 $2M
2024 1 201 $3M

Nearby 401(k) Plans in Alabama

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

Kelley Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Kelley Health Holdings, Inc. 401(k) Plan, Total assets ($B): 0.002215396 · Participants: 175Kelley Health Holdings, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Kelley Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Kelley Health Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Kelley Health Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Heichel Plumbing, Inc 401(k) Plan in FL ($2M); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Health Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Kelley Health Holdings, Inc. 401(k) Plan grew sharply - up 29.9% during 2023, from $2M to $2M. Reported net income was $510K.
How have Kelley Health Holdings Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Health Holdings Inc's sponsor-wide assets grew 52.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Kelley Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heichel Plumbing, Inc 401(k) Plan in FL ($2M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Kelley Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uniseal 401(k) Plan in IN (175 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 463216610.

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.