401(k) · DOL Form 5500 · 2023
Jackson Kelly PLLC 401(k) Plan
Data updated 2026-08-11
- $130M
- Total assets
- 274
- Participants
- 93rd
- Percentile by assets
- $475,670
- Avg per participant
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.
- 93rd percentile by assets (of 127,072 plans)
- #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.
- $130M
- total plan assets (2023 EOY)
- 274
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $475,670
- avg assets per participant
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.
Jackson Kelly PLLC 401(k) Ps Plan Trust vs the 2023 asset distribution
By assets, Jackson Kelly PLLC 401(k) Ps Plan Trust outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $117M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $14M |
| Employer EIN | 550394215 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jackson Kelly PLLC)
| 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
- Orrick, Herrington & Sutcliffe LLP Retirement Plan $1.1B · 1,878
- Camc Health System Basic Retirement Plan $719M · N/A
- American Public Education Retirement Plan $259M · 5,728
- West Virginia University Health System 401(k) Plan $255M · 2,525
- United Bankshares, Inc. Savings and Stock Investment Plan $228M · 2,740
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Jackson Kelly PLLC 401(k) Ps Plan Trust by total assets, not by location.
- Big 'i' Mep 401(k) Plan (VA) $130M · 737
- Ascensus Secure Retirement Pooled Employer Plan (CA) $130M · 6,841
- Regional West Health Services Retirement Savings Plan (NE) $130M · 1,216
- Dewitt LLP Savings Plan & Trust (WI) $130M · 232
Frequently Asked Questions
How did Jackson Kelly PLLC 401(k) Ps Plan Trust assets move in 2023? ▼
How have Jackson Kelly PLLC plan assets changed over time? ▼
Where does Jackson Kelly PLLC 401(k) Ps Plan Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Jackson Kelly PLLC 401(k) Ps Plan Trust? ▼
Next read for Jackson Kelly PLLC 401(k) Ps Plan Trust
Scale reading
Ways to act on Jackson Kelly PLLC 401(k) Ps Plan Trust's numbers.
- By total assets, Jackson Kelly PLLC 401(k) Ps Plan Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in West Virginia. Compare plans
- Jackson Kelly PLLC's sponsor-wide assets have grown 26.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans