401(k) · DOL Form 5500 · 2023

The Kelleher Corporation 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
242
Participants Below avg headcount
75th
Percentile by assets National rank
$91,772
Avg per participant Below avg balance/head
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Official DOL plan name: The Kelleher Corporation Retirement Savings Plan · Sponsored by The Kelleher Corporation · California · Wholesale Trade

$22M in assets, 242 participants

The Kelleher Corporation's The Kelleher Corporation Retirement Savings Plan reported $22M in total assets and 242 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,546 in Wholesale Trade (6,309 peers)

Coverage in California

The Kelleher Corporation Retirement Savings Plan covers 242 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $22M.

#4,546
in Wholesale Trade (6,309 peers)
+15.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Kelleher Corporation Retirement Savings Plan's outsized position by total assets

The Kelleher Corporation Retirement Savings Plan vs every filed plan by assets

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

$22,208,915 Top 25% higher than 75% 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

The Kelleher Corporation Retirement 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. The Kelleher Corporation Retirement Savings Plan sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Kelleher Corporation Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Kelleher Corporation Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • The Kelleher Corporation Retirement Savings Plan reported participants fell from 245 in the plan year 2022 filing to 242 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942185173 · The Kelleher Corporation PY 2023 · 401(k)

The Kelleher Corporation Retirement Savings Plan · $22M · 242 · 75th

  • EBSA $22M
  • PART 242
  • TYPE 75th
  • NET 401(k)
  • BOOK near Tishcon Corp. 401(k) Plan
  • VS-ST ind #4546

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 California →

The Kelleher Corporation Retirement Savings Plan in the asset neighbourhood

The Kelleher Corporation Retirement Savings PlanThe Kelleher Corporation Ret…$22MTishcon Corp. 401(k) Plan$22MFirst Keystone Community Bank Employees Profit Sharing & Savings PlanFirst Keystone Community Ban…$22MAgency Services, Inc. 401(k) Profit Sharing PlanAgency Services, Inc. 401(k)…$22MInternational Foundation Employee Thrift PlanInternational Foundation Emp…$22M
End-of-year total assets ($M) among The Kelleher Corporation Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN942185173
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Kelleher Corporation)

Sponsor-wide plan assets over time

All The Kelleher Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$26M 34.0649610636451% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.2M $25.8M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 245 $19M
2023 1 242 $22M
2024 1 256 $26M

Nearby 401(k) Plans in California

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

The Kelleher Corporation Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Kelleher Corporation Retirement Savings Plan, Total assets ($B): 0.022208915 · Participants: 242The Kelleher Corporation Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Kelleher Corporation Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Kelleher Corporation Retirement Savings Plan side-by-side with 3 peers →

The Kelleher Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tishcon Corp. 401(k) Plan in MD ($22M); by covered participants it is Boro 401(k) Plan in TX (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 The Kelleher Corporation Retirement Savings Plan assets move in 2023? ▼
The Kelleher Corporation Retirement Savings Plan grew sharply - up 15.4% during 2023, from $19M to $22M. Reported net income was $3M.
How have The Kelleher Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Kelleher Corporation's sponsor-wide assets grew 34.1%, from $19M to $26M.
Where does The Kelleher Corporation Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Kelleher Corporation Retirement Savings Plan ranks in the 75th 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 The Kelleher Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tishcon Corp. 401(k) Plan in MD ($22M, 326 participants).
Which 401(k) plans cover a similar participant headcount to The Kelleher Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boro 401(k) Plan in TX (242 participants, $4M 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 942185173.

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.