401(k) · DOL Form 5500 · 2023

Keller Williams Realty, Inc. 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
979
Participants Near avg headcount
89th
Percentile by assets National rank
$73,478
Avg per participant Below avg balance/head
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Official DOL plan name: Kwri 401(k) Plan · Sponsored by Keller Williams Realty, Inc. · Texas · Real Estate

$72M in assets, 979 participants

Keller Williams Realty, Inc.'s Kwri 401(k) Plan reported $72M in total assets and 979 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #4,556 in Real Estate (4,727 peers)

Where Kwri 401(k) Plan sits by assets

Kwri 401(k) Plan sits in the top quartile of all filed plans by assets, $72M for 979 participants (~$73,478/participant), up 4.2% in 2023.

#4,556
in Real Estate (4,727 peers)
+4.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Kwri 401(k) Plan's outsized position by total assets

Kwri 401(k) Plan vs every filed plan by assets

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

$71,935,168 Top 11% higher than 89% 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

Kwri 401(k) 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. Kwri 401(k) Plan sits mid-pack in the medium band (979 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kwri 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kwri 401(k) Plan reported participants fell from 1,360 in the plan year 2022 filing to 979 in the plan year 2023 filing.
  • Kwri 401(k) Plan end-of-year assets rose from $69M in the plan year 2022 filing to $72M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742756628 · Keller Williams Realty, Inc. PY 2023 · 401(k)

Kwri 401(k) Plan · $72M · 979 · 89th

  • NET $72M
  • BOOK 979
  • VS-ST 89th
  • BOY 401(k)
  • SCH near Tnt 401(k) Plan
  • EBSA ind #4556

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 Real Estate retirement plans → · Plans in Texas →

Kwri 401(k) Plan in the asset neighbourhood

Rainbow Apparel 401(k) Savings PlanRainbow Apparel 401(k) Savin…$72MKwri 401(k) Plan$72MStony Brook Business Ventures, LLC 401(k) PlanStony Brook Business Venture…$72MTnt 401(k) Plan$72MTerrapower, LLC 401(k) Plan$72M
End-of-year total assets ($M) among Kwri 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$72M
Net Income$3M
Employer EIN742756628
Plan Effective Date2006-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keller Williams Realty, Inc.)

Sponsor-wide plan assets over time

All Keller Williams Realty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 20.262596175159413% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $69.1M $83M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 1,360 $69M
2023 1 979 $72M
2024 1 571 $83M

Nearby 401(k) Plans in Texas

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

Kwri 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Kwri 401(k) Plan, Total assets ($B): 0.071935168 · Participants: 979Kwri 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Kwri 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Kwri 401(k) Plan side-by-side with 3 peers →

Kwri 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Tnt 401(k) Plan in AL ($72M); by covered participants it is United Therapeutics Corporation Employees' Retirement Plan in MD (979 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($72M here).

Similar participant headcount

Nearest other-state filings by covered participants (979 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 Kwri 401(k) Plan assets move in 2023? ▼
Kwri 401(k) Plan edged up modestly - up 4.2% during 2023, from $69M to $72M. Reported net income was $3M.
How have Keller Williams Realty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keller Williams Realty, Inc.'s sponsor-wide assets grew 20.3%, from $69M to $83M.
Where does Kwri 401(k) Plan rank by assets among Form 5500 filers? ▼
Kwri 401(k) Plan ranks in the 89th 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 Kwri 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tnt 401(k) Plan in AL ($72M, 364 participants).
Which 401(k) plans cover a similar participant headcount to Kwri 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is United Therapeutics Corporation Employees' Retirement Plan in MD (979 participants, $239M 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 742756628.

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.