ESOP · DOL Form 5500 · 2023

M. J. Kellner Company ESOP

Data updated 2026-08-11

$25M
Total assets
97
Participants
77th
Percentile by assets
$261,354
Avg per participant
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Official DOL plan name: Kellner Employee Stock Ownership Plan · Sponsored by M. J. Kellner Company · Illinois · Wholesale Trade

$25M in assets, 97 participants

M. J. Kellner Company's Kellner Employee Stock Ownership Plan reported $25M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 127,072 plans)
  • #4,742 in Wholesale Trade (6,309 peers)

Where Kellner Employee Stock Ownership Plan sits by assets

Kellner Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $25M for 97 participants (~$261,354/participant), up 82.6% in 2023.

$25M
total plan assets (2023 EOY)
97
covered participants
77th
percentile by assets (of 127,072 plans)
$261,354
avg assets per participant

Where Kellner Employee Stock Ownership Plan sits by total assets

Kellner Employee Stock Ownership Plan vs every filed plan by assets

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

$25,351,317 Top 23% higher than 77% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kellner Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Kellner Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Kellner Employee Stock Ownership Plan reported participants rose from 85 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Illinois
Industry
Wholesale Trade

Kellner Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Kellner Employee Stock Ownership Plan outranks 77% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$22M
Net Income$12M
Employer EIN371256066
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (M. J. Kellner Company)

$10M$15M$20M$25M$30M$35M 202220232024 $13.9M $29.1M ▲ +109.9%
Total plan assets by year, all M. J. Kellner Company plans on file
Year Plans Participants Total Assets
2022 1 85 $14M
2023 1 97 $25M
2024 1 101 $29M

Nearby ESOP Plans in Illinois

Peer ESOP plans, same state, same plan type, ranked by total assets.

Kellner Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Kellner Employee Sto…, Total assets ($B): 0.025351317 · Participants: 97Kellner Employee Sto…Amsted Industries In…, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries In…Kehe Distributors, I…, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, I…Scot Forge Company E…, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company E…Bdo USA Employee Sto…, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Sto…Bdo USA Employee Sto…, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Sto…
Kellner Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Kellner Employee Stock Ownership Plan side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Kellner Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Kellner Employee Stock Ownership Plan assets move in 2023? ▼
Kellner Employee Stock Ownership Plan surged - up 82.6% during 2023, from $14M to $25M. Reported net income was $12M.
How have M. J. Kellner Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M. J. Kellner Company's sponsor-wide assets grew 109.8%, from $14M to $29M.
Where does Kellner Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kellner Employee Stock Ownership Plan ranks in the 77th 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 ESOP plans are similar in size to Kellner Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lone Star State Bancshares and Subs Employee Stock Ownership Plan in TX ($25M, 93 participants).

Next read for Kellner Employee Stock Ownership Plan

Scale reading

Ways to act on Kellner Employee Stock Ownership Plan's numbers.

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 371256066.

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.