401(k) · DOL Form 5500 · 2023
Keller Williams Realty, Inc. 401(k) Plan
Data updated 2026-08-11
- $72M
- Total assets
- 979
- Participants
- 89th
- Percentile by assets
- $73,478
- Avg per participant
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.
- 89th percentile by assets (of 127,072 plans)
- #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.
- $72M
- total plan assets (2023 EOY)
- 979
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $73,478
- avg assets per participant
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.
Kwri 401(k) Plan vs the 2023 asset distribution
By assets, Kwri 401(k) Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $3M |
| Employer EIN | 742756628 |
| Plan Effective Date | 2006-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Keller Williams Realty, Inc.)
| 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
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kwri 401(k) Plan by total assets, not by location.
- Tnt 401(k) Plan (AL) $72M · 364
- Stony Brook Business Ventures, LLC 401(k) Plan (NY) $72M · 1,006
- Terrapower, LLC 401(k) Plan (WA) $72M · 406
- Rainbow Apparel 401(k) Savings Plan (NY) $72M · 4,734
Frequently Asked Questions
How did Kwri 401(k) Plan assets move in 2023? ▼
How have Keller Williams Realty, Inc. plan assets changed over time? ▼
Where does Kwri 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Kwri 401(k) Plan? ▼
Next read for Kwri 401(k) Plan
Scale reading
Ways to act on Kwri 401(k) Plan's numbers.
- By total assets, Kwri 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Keller Williams Realty, Inc.'s sponsor-wide assets have grown 20.3% since 2022 across 3 plan years on file. More Real Estate plans