401(k) · DOL Form 5500 · 2023

Jackson Kelly PLLC 401(k) Plan

Data updated 2026-08-25

$130M
Total assets Near avg plan size
274
Participants Below avg headcount
93rd
Percentile by assets National rank
$475,670
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jackson Kelly PLLC 401(k) Ps Plan Trust · Sponsored by Jackson Kelly PLLC · West Virginia · Professional & Technical Services

$130M in assets, 274 participants

Jackson Kelly PLLC's Jackson Kelly PLLC 401(k) Ps Plan Trust reported $130M in total assets and 274 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,120 in Professional & Technical Services (20,321 peers)

Where Jackson Kelly PLLC 401(k) Ps Plan Trust sits by assets

Jackson Kelly PLLC 401(k) Ps Plan Trust sits in the top 10% of all filed plans by assets, $130M for 274 participants (~$475,670/participant), up 11.7% in 2023.

#19,120
in Professional & Technical Services (20,321 peers)
+11.7%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Jackson Kelly PLLC 401(k) Ps Plan Trust's outsized position by total assets

Jackson Kelly PLLC 401(k) Ps Plan Trust vs every filed plan by assets

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

$130,333,501 Top 7% higher than 93% 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

Jackson Kelly PLLC 401(k) Ps Plan Trust 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. Jackson Kelly PLLC 401(k) Ps Plan Trust sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jackson Kelly PLLC 401(k) Ps Plan Trust reported net income rose from -$24M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Jackson Kelly PLLC 401(k) Ps Plan Trust end-of-year assets rose from $117M in the plan year 2022 filing to $130M in the plan year 2023 filing.
  • Jackson Kelly PLLC 401(k) Ps Plan Trust reported participants fell from 277 in the plan year 2022 filing to 274 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 550394215 · Jackson Kelly PLLC PY 2023 · 401(k)

Jackson Kelly PLLC 401(k) Ps Plan Trust · $130M · 274 · 93rd

  • ASSETS $130M
  • ASSETS 274
  • ASSETS 93rd
  • ASSETS 401(k)
  • ASSETS near Big 'i' Mep 401(k) Plan
  • ASSETS ind #19120

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 West Virginia →

Jackson Kelly PLLC 401(k) Ps Plan Trust in the asset neighbourhood

Ascensus Secure Retirement Pooled Employer PlanAscensus Secure Retirement P…$130MRegional West Health Services Retirement Savings PlanRegional West Health Service…$130MBig 'i' Mep 401(k) Plan$130MJackson Kelly PLLC 401(k) Ps Plan TrustJackson Kelly PLLC 401(k) Ps…$130MDewitt LLP Savings Plan & TrustDewitt LLP Savings Plan & Tr…$130M
End-of-year total assets ($M) among Jackson Kelly PLLC 401(k) Ps Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$130M
Net Income$14M
Employer EIN550394215
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Kelly PLLC)

Sponsor-wide plan assets over time

All Jackson Kelly PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$147M 26.369788533737136% vs 2022
2024 filing year
$110M$120M$130M$140M$150M$160M 202220232024 $117M $147M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 277 $117M
2023 1 274 $130M
2024 1 275 $147M

Nearby 401(k) Plans in West Virginia

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

Jackson Kelly PLLC 401(k) Ps Plan Trust vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.5 Total assets ($B) Participants Jackson Kelly PLLC 401(k) Ps Plan Trust, Total assets ($B): 0.130333501 · Participants: 274Jackson Kelly PLLC 401(k) Ps Plan TrustOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.063431645 · Participants: 1878Orrick, Herrington & Sutcliffe LLP Retirement PlanCamc Health System Basic Retirement Plan, Total assets ($B): 0.718819432 · Participants: 0Camc Health System Basic Retirement PlanAmerican Public Education Retirement Plan, Total assets ($B): 0.259281173 · Participants: 5728American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255241932 · Participants: 2525West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.227919168 · Participants: 2740United Bankshares, Inc. Savings and Stock Investment Plan
Jackson Kelly PLLC 401(k) Ps Plan Trust vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare Jackson Kelly PLLC 401(k) Ps Plan Trust side-by-side with 3 peers →

Jackson Kelly PLLC 401(k) Ps Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Big 'i' Mep 401(k) Plan in VA ($130M); by covered participants it is Portfolio Retirement Plan in AZ (274 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($130M here).

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Jackson Kelly PLLC 401(k) Ps Plan Trust assets move in 2023? ▼
Jackson Kelly PLLC 401(k) Ps Plan Trust grew at a solid clip - up 11.7% during 2023, from $117M to $130M. Reported net income was $14M.
How have Jackson Kelly PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Kelly PLLC's sponsor-wide assets grew 26.4%, from $117M to $147M.
Where does Jackson Kelly PLLC 401(k) Ps Plan Trust rank by assets among Form 5500 filers? ▼
Jackson Kelly PLLC 401(k) Ps Plan Trust ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Jackson Kelly PLLC 401(k) Ps Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is Big 'i' Mep 401(k) Plan in VA ($130M, 737 participants).
Which 401(k) plans cover a similar participant headcount to Jackson Kelly PLLC 401(k) Ps Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Portfolio Retirement Plan in AZ (274 participants, $5M 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 550394215.

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.