401(k) · DOL Form 5500 · 2023

Kelly Automotive Group 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
403
Participants Below avg headcount
75th
Percentile by assets National rank
$55,181
Avg per participant Low balance/head
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Official DOL plan name: Kelly Automotive Group 401(k) Retirement Plan & Trust · Sponsored by Kelly Automotive Group · Massachusetts · Retail Trade

$22M in assets, 403 participants

Kelly Automotive Group's Kelly Automotive Group 401(k) Retirement Plan & Trust reported $22M in total assets and 403 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.

  • #7,072 in Retail Trade (8,414 peers)

Where Kelly Automotive Group 401(k) Retirement Plan & Trust sits by assets

Kelly Automotive Group 401(k) Retirement Plan & Trust sits in the top quartile of all filed plans by assets, $22M for 403 participants (~$55,181/participant), up 18.4% in 2023.

#7,072
in Retail Trade (8,414 peers)
+18.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Kelly Automotive Group 401(k) Retirement Plan & Trust's outsized position by total assets

Kelly Automotive Group 401(k) Retirement Plan & Trust vs every filed plan by assets

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

$22,237,957 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

Kelly Automotive Group 401(k) Retirement 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. Kelly Automotive Group 401(k) Retirement Plan & Trust sits mid-pack in the medium band (403 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelly Automotive Group 401(k) Retirement Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kelly Automotive Group 401(k) Retirement Plan & Trust end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Kelly Automotive Group 401(k) Retirement Plan & Trust reported participants rose from 364 in the plan year 2022 filing to 403 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043317401 · Kelly Automotive Group PY 2023 · 401(k)

Kelly Automotive Group 401(k) Retirement Plan & Trust · $22M · 403 · 75th

  • PCT $22M
  • PCT 403
  • PCT 75th
  • PCT 401(k)
  • PCT near Autoinc 401(k) Plan
  • PCT ind #7072

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 Massachusetts →

Kelly Automotive Group 401(k) Retirement Plan & Trust in the asset neighbourhood

Kelly Automotive Group 401(k) Retirement Plan & TrustKelly Automotive Group 401(k…$22MAutoinc 401(k) Plan$22MCtsi 401(k) Plan$22MPorteous, Hainkel & Johnson, LLP 401(k) Retirement Plan and TrustPorteous, Hainkel & Johnson,…$22MMike Thompson Recreational Vehicles Retirement PlanMike Thompson Recreational V…$22M
End-of-year total assets ($M) among Kelly Automotive Group 401(k) Retirement 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)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN043317401
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelly Automotive Group)

Sponsor-wide plan assets over time

All Kelly Automotive Group plans reported in each filing year

Latest sponsor-wide plan assets
$25M 35.457107918220835% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $18.8M $25.5M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 364 $19M
2023 1 403 $22M
2024 1 450 $25M

Nearby 401(k) Plans in Massachusetts

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

Kelly Automotive Group 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Kelly Automotive Group 401(k) Retirement Plan & Trust, Total assets ($B): 0.022237957 · Participants: 403Kelly Automotive Group 401(k) Retirement Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Kelly Automotive Group 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Kelly Automotive Group 401(k) Retirement Plan & Trust side-by-side with 3 peers →

Kelly Automotive Group 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Autoinc 401(k) Plan in TX ($22M); by covered participants it is Sargent Corporation 401(k) Retirement Plan in ME (403 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (403 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 Kelly Automotive Group 401(k) Retirement Plan & Trust assets move in 2023? ▼
Kelly Automotive Group 401(k) Retirement Plan & Trust grew sharply - up 18.4% during 2023, from $19M to $22M. Reported net income was $3M.
How have Kelly Automotive Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly Automotive Group's sponsor-wide assets grew 35.5%, from $19M to $25M.
Where does Kelly Automotive Group 401(k) Retirement Plan & Trust rank by assets among Form 5500 filers? ▼
Kelly Automotive Group 401(k) Retirement Plan & Trust 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 Kelly Automotive Group 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Autoinc 401(k) Plan in TX ($22M, 576 participants).
Which 401(k) plans cover a similar participant headcount to Kelly Automotive Group 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sargent Corporation 401(k) Retirement Plan in ME (403 participants, $66M 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 043317401.

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.