401(k) · DOL Form 5500 · 2023

Kelley Connect Co. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
312
Participants Below avg headcount
68th
Percentile by assets National rank
$50,400
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kelley Connect 401(k) Profit Sharing Plan · Sponsored by Kelley Connect Co. · Washington · Retail Trade

$16M in assets, 312 participants

Kelley Connect Co.'s Kelley Connect 401(k) Profit Sharing Plan reported $16M in total assets and 312 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,632 in Retail Trade (8,414 peers)

Coverage in Washington

Kelley Connect 401(k) Profit Sharing Plan covers 312 participants in Washington, about 21% of the average Washington filer (state average ~1,476 per filing). Assets: $16M.

#6,632
in Retail Trade (8,414 peers)
+33.1%
assets growth YoY

Kelley Connect 401(k) Profit Sharing Plan's outsized position by total assets

Kelley Connect 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,724,939 Top 32% higher than 68% 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

Kelley Connect 401(k) Profit Sharing 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. Kelley Connect 401(k) Profit Sharing Plan sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelley Connect 401(k) Profit Sharing Plan reported net income rose from -$786K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kelley Connect 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Kelley Connect 401(k) Profit Sharing Plan reported participants rose from 278 in the plan year 2022 filing to 312 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 263968773 · Kelley Connect Co. PY 2023 · 401(k)

Kelley Connect 401(k) Profit Sharing Plan · $16M · 312 · 68th

  • SCH $16M
  • EBSA 312
  • PART 68th
  • TYPE 401(k)
  • NET near Walden Savings Bank 401(k) Plan
  • BOOK ind #6632

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 Retail Trade retirement plans → · Plans in Washington →

Kelley Connect 401(k) Profit Sharing Plan in the asset neighbourhood

Walden Savings Bank 401(k) PlanWalden Savings Bank 401(k) P…$16MMckenzie Health System 401(k) Retirement PlanMckenzie Health System 401(k…$16MKelley Connect 401(k) Profit Sharing PlanKelley Connect 401(k) Profit…$16MPogue Construction Co., LP 401(k) Profit Sharing PlanPogue Construction Co., LP 4…$16MThe Taos Ski Valley, Inc. and Blanca Forestry Products 401(k) PlanThe Taos Ski Valley, Inc. an…$16M
End-of-year total assets ($M) among Kelley Connect 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN263968773
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelley Connect Co.)

Sponsor-wide plan assets over time

All Kelley Connect Co. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 67.89687232765051% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.8M $19.8M ▲ +67.9%
Year Plans Participants Total Assets
2022 1 278 $12M
2023 1 312 $16M
2024 1 359 $20M

Nearby 401(k) Plans in Washington

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

Kelley Connect 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Kelley Connect 401(k) Profit Sharing Plan, Total assets ($B): 0.015724939 · Participants: 312Kelley Connect 401(k) Profit Sharing PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Kelley Connect 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Kelley Connect 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kelley Connect 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Walden Savings Bank 401(k) Plan in NY ($16M); by covered participants it is Power Auto Inc. 401(k) Plan in OR (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Kelley Connect 401(k) Profit Sharing Plan assets move in 2023? ▼
Kelley Connect 401(k) Profit Sharing Plan surged - up 33.1% during 2023, from $12M to $16M. Reported net income was $4M.
How have Kelley Connect Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Connect Co.'s sponsor-wide assets grew 67.9%, from $12M to $20M.
Which 401(k) plans are similar in size to Kelley Connect 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walden Savings Bank 401(k) Plan in NY ($16M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Kelley Connect 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Power Auto Inc. 401(k) Plan in OR (312 participants, $6M 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 263968773.

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.