Defined Benefit (Pension) · DOL Form 5500 · 2023

Kelly Underwriting Services, LLC Pension Plan

Data updated 2026-08-25

$343K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$85,679
Avg per participant Below avg balance/head
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Official DOL plan name: Kelly Underwriting Services, LLC Cash Balance Plan · Sponsored by Kelly Underwriting Services, LLC · New York · Finance & Insurance

$343K in assets, 4 participants

Kelly Underwriting Services, LLC's Kelly Underwriting Services, LLC Cash Balance Plan reported $343K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #754 in Finance & Insurance (8,869 peers)

Kelly Underwriting Services, LLC multi-year trail

Kelly Underwriting Services, LLC's plans moved -51.7% in assets from 2022 to 2024; this filing shows Kelly Underwriting Services, LLC Cash Balance Plan at $343K / 4 participants.

#754
in Finance & Insurance (8,869 peers)
+3.0%
assets growth YoY

Kelly Underwriting Services, LLC Cash Balance Plan among the smaller filed plans by assets

Kelly Underwriting Services, LLC Cash Balance Plan vs every filed plan by assets

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

$342,717 15th percentile higher than 15% 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 Underwriting Services, LLC Cash Balance 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. Kelly Underwriting Services, LLC Cash Balance Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelly Underwriting Services, LLC Cash Balance Plan reported net income fell from $113K in the plan year 2022 filing to $10K in the plan year 2023 filing.
  • Kelly Underwriting Services, LLC Cash Balance Plan end-of-year assets rose from $333K in the plan year 2022 filing to $343K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 461075584 · Kelly Underwriting Services, LLC PY 2023 · Defined Benefit (Pension)

Kelly Underwriting Services, LLC Cash Balance Plan · $343K · 4 · 15th

  • EIN $343K
  • RANK 4
  • PHOTO 15th
  • IND Defined Benefit (Pension)
  • EOY near New Heights Entertainment LLC Defined Benefit Pension Plan
  • 5500 ind #754

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 Finance & Insurance retirement plans → · Plans in New York →

Kelly Underwriting Services, LLC Cash Balance Plan in the asset neighbourhood

Duro Hilex Poly, LLC Employees Pension PlanDuro Hilex Poly, LLC Employe…$345KKelly Underwriting Services, LLC Cash Balance PlanKelly Underwriting Services,…$343KNew Heights Entertainment LLC Defined Benefit Pension PlanNew Heights Entertainment LL…$341KThe Eisenberg Group, a. C. Cpas Cash Balance Pension PlanThe Eisenberg Group, a. C. C…$341KOsborn Retirement Plan$338K
End-of-year total assets ($M) among Kelly Underwriting Services, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Kelly Underwriting Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Kelly Underwriting Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$370K 51.70672960747766% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.77M $0.37M ▼ -51.9%
Year Plans Participants Total Assets
2022 2 8 $766K
2023 2 8 $835K
2024 2 2 $370K

Kelly Underwriting Services, LLC filing trail (2023)

Total Assets (Beginning of Year)$333K
Net Assets (End of Year)$343K
Net Income$10K
Employer EIN461075584
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kelly Underwriting Services, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Kelly Underwriting Services, LLC Cash Balance Plan, Total assets ($B): 0.000342717 · Participants: 4Kelly Underwriting Services, LLC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Kelly Underwriting Services, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Kelly Underwriting Services, LLC Cash Balance Plan side-by-side with 3 peers →

Kelly Underwriting Services, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is New Heights Entertainment LLC Defined Benefit Pension Plan in CA ($341K); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Underwriting Services, LLC Cash Balance Plan assets move in 2023? ▼
Kelly Underwriting Services, LLC Cash Balance Plan edged up modestly - up 3.0% during 2023, from $333K to $343K. Reported net income was $10K.
How have Kelly Underwriting Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly Underwriting Services, LLC's sponsor-wide assets declined 51.7%, from $766K to $370K.
Where does Kelly Underwriting Services, LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Kelly Underwriting Services, LLC Cash Balance Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Kelly Underwriting Services, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is New Heights Entertainment LLC Defined Benefit Pension Plan in CA ($341K, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kelly Underwriting Services, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 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 461075584.

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.