401(k) · DOL Form 5500 · 2023
Keller Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 155
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $106,857
- Avg per participant Below avg balance/head
Official DOL plan name: Keller Associates, Inc. Profit Sharing 401(k) Plan · Sponsored by Keller Associates, Inc. · Idaho · Professional & Technical Services
$17M in assets, 155 participants
Keller Associates, Inc.'s Keller Associates, Inc. Profit Sharing 401(k) Plan reported $17M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #13,916 in Professional & Technical Services (20,321 peers)
Coverage in Idaho
Keller Associates, Inc. Profit Sharing 401(k) Plan covers 155 participants in Idaho, about 45% of the average Idaho filer (state average ~347 per filing). Assets: $17M.
- #13,916
- in Professional & Technical Services (20,321 peers)
- +26.5%
- assets growth YoY
Keller Associates, Inc. Profit Sharing 401(k) Plan's outsized position by total assets
Keller Associates, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,562,849 Top 31% higher than 69% 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
Keller Associates, Inc. Profit Sharing 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. Keller Associates, Inc. Profit Sharing 401(k) Plan sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Keller Associates, Inc. Profit Sharing 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Keller Associates, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Keller Associates, Inc. Profit Sharing 401(k) Plan reported participants rose from 144 in the plan year 2022 filing to 155 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 450574227 · Keller Associates, Inc. PY 2023 · 401(k)
Keller Associates, Inc. Profit Sharing 401(k) Plan · $17M · 155 · 69th
- ASSETS $17M
- ASSETS 155
- ASSETS 69th
- ASSETS 401(k)
- ASSETS near Henry Resources 401(k) Profit Sharing Plan
- ASSETS ind #13916
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 Idaho →
Keller Associates, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood
Idaho filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 450574227 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Keller Associates, Inc.)
Sponsor-wide plan assets over time
All Keller Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 58.24780168656676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $13M |
| 2023 | 1 | 155 | $17M |
| 2024 | 1 | 186 | $21M |
Nearby 401(k) Plans in Idaho
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Micron Technology Inc. Retirement at Micron (Ram) Plan $3.2B · 9,865
- Idaho National Laboratory Employee Investment Plan $2.3B · 6,419
- Simplot Retirement Savings Plan $1.4B · 8,746
- Idaho Power Company Employee Savings Plan $794M · 2,089
- Boise Cascade Company Savings Plan $656M · 3,476
Keller Associates, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Idaho, the nearest 401(k) by assets is Henry Resources 401(k) Profit Sharing Plan in TX ($17M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.
- Fraser Business Equipment Salary Deferral Plan (PA) 155 · 0 off
- Pacific Bath Company 401(k) Plan (OR) 155 · 0 off
- New Mexican/Taos News 401(k) Plan (NM) 155 · 0 off
- Mayacama Golf Club, LLC 401(k) Profit Sharing Plan and Trust (CA) 155 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.