401(k) · DOL Form 5500 · 2023

Kevin J. Kelley, P.C. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$406,289
Avg per participant High balance/head
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Official DOL plan name: Kevin J. Kelley, P.C. 401(k) Plan · Sponsored by Kevin J. Kelley, P.C. · Virginia · Professional & Technical Services

$1M in assets, 3 participants

Kevin J. Kelley, P.C.'s Kevin J. Kelley, P.C. 401(k) Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,225 in Professional & Technical Services (20,321 peers)

Kevin J. Kelley, P.C. multi-year trail

Kevin J. Kelley, P.C.'s plans moved +22.4% in assets from 2022 to 2024; this filing shows Kevin J. Kelley, P.C. 401(k) Plan at $1M / 3 participants.

#4,225
in Professional & Technical Services (20,321 peers)
+9.1%
assets growth YoY

Kevin J. Kelley, P.C. 401(k) Plan among the smaller filed plans by assets

Kevin J. Kelley, P.C. 401(k) Plan vs every filed plan by assets

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

$1,218,867 25th percentile higher than 25% 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

Kevin J. Kelley, P.C. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kevin J. Kelley, P.C. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kevin J. Kelley, P.C. 401(k) Plan reported net income rose from -$312K in the plan year 2022 filing to $101K in the plan year 2023 filing.
  • Kevin J. Kelley, P.C. 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 541285080 · Kevin J. Kelley, P.C. PY 2023 · 401(k)

Kevin J. Kelley, P.C. 401(k) Plan · $1M · 3 · 25th

  • BOY $1M
  • SCH 3
  • EBSA 25th
  • PART 401(k)
  • TYPE near Leif Swanson, D.D.S. 401(k) Profit Sharing Plan
  • NET ind #4225

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 Virginia →

Kevin J. Kelley, P.C. 401(k) Plan in the asset neighbourhood

Kevin J. Kelley, P.C. 401(k) PlanKevin J. Kelley, P.C. 401(k)…$1MLeif Swanson, D.D.S. 401(k) Profit Sharing PlanLeif Swanson, D.D.S. 401(k) …$1MXtreme Aviation, LLC 401(k) PlanXtreme Aviation, LLC 401(k) …$1MRek Partners, Inc. 401(k) PlanRek Partners, Inc. 401(k) Pl…$1MKuraya USA Corp 401(k) Plan$1M
End-of-year total assets ($M) among Kevin J. Kelley, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kevin J. Kelley, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Kevin J. Kelley, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 22.379271310129443% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.12M $1.37M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $1M

Kevin J. Kelley, P.C. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$101K
Employer EIN541285080
Plan Effective Date1995-12-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Kevin J. Kelley, P.C. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Kevin J. Kelley, P.C. 401(k) Plan, Total assets ($B): 0.001218867 · Participants: 3Kevin J. Kelley, P.C. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Kevin J. Kelley, P.C. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Kevin J. Kelley, P.C. 401(k) Plan side-by-side with 3 peers →

Kevin J. Kelley, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Leif Swanson, D.D.S. 401(k) Profit Sharing Plan in TN ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Kevin J. Kelley, P.C. 401(k) Plan assets move in 2023? ▼
Kevin J. Kelley, P.C. 401(k) Plan grew at a solid clip - up 9.1% during 2023, from $1M to $1M. Reported net income was $101K.
How have Kevin J. Kelley, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kevin J. Kelley, P.C.'s sponsor-wide assets grew 22.4%, from $1M to $1M.
Where does Kevin J. Kelley, P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Kevin J. Kelley, P.C. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Kevin J. Kelley, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Leif Swanson, D.D.S. 401(k) Profit Sharing Plan in TN ($1M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Kevin J. Kelley, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 541285080.

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.