401(k) · DOL Form 5500 · 2023

Jh Kelly Holdings LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
1,659
Participants Near avg headcount
81st
Percentile by assets National rank
$20,327
Avg per participant Low balance/head
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Official DOL plan name: Jh Kelly Holdings LLC Union 401(k) Plan · Sponsored by Jh Kelly Holdings LLC · Washington · Construction

$34M in assets, 1,659 participants

Jh Kelly Holdings LLC's Jh Kelly Holdings LLC Union 401(k) Plan reported $34M in total assets and 1,659 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,148 in Construction (9,030 peers)

Where Jh Kelly Holdings LLC Union 401(k) Plan sits by assets

Jh Kelly Holdings LLC Union 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 1,659 participants (~$20,327/participant), up 14.1% in 2023.

#7,148
in Construction (9,030 peers)
+14.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jh Kelly Holdings LLC Union 401(k) Plan's outsized position by total assets

Jh Kelly Holdings LLC Union 401(k) Plan vs every filed plan by assets

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

$33,723,266 Top 19% higher than 81% 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

Jh Kelly Holdings LLC Union 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jh Kelly Holdings LLC Union 401(k) Plan lands in the large band (1,659 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jh Kelly Holdings LLC Union 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Jh Kelly Holdings LLC Union 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Jh Kelly Holdings LLC Union 401(k) Plan reported participants rose from 1,470 in the plan year 2022 filing to 1,659 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 911704136 · Jh Kelly Holdings LLC PY 2023 · 401(k)

Jh Kelly Holdings LLC Union 401(k) Plan · $34M · 1,659 · 81st

  • ASSETS $34M
  • ASSETS 1,659
  • ASSETS 81st
  • ASSETS 401(k)
  • ASSETS near Dga 401(k) Profit Sharing Plan
  • ASSETS ind #7148

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 Construction retirement plans → · Plans in Washington →

Jh Kelly Holdings LLC Union 401(k) Plan in the asset neighbourhood

Dga 401(k) Profit Sharing PlanDga 401(k) Profit Sharing Pl…$34MBernstein Management Corporation Employee 401(k) PlanBernstein Management Corpora…$34MBeam Therapeutics, Inc. 401(k) Retirement PlanBeam Therapeutics, Inc. 401(…$34MJh Kelly Holdings LLC Union 401(k) PlanJh Kelly Holdings LLC Union …$34MSummit Automotive Partners Retirement Savings PlanSummit Automotive Partners R…$34M
End-of-year total assets ($M) among Jh Kelly Holdings LLC Union 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)$30M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN911704136
Plan Effective Date1985-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jh Kelly Holdings LLC)

Sponsor-wide plan assets over time

All Jh Kelly Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$122M 43.52180139319506% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $85.3M $122M ▲ +43.5%
Year Plans Participants Total Assets
2022 2 1,670 $85M
2023 2 1,886 $103M
2024 2 2,034 $122M

Nearby 401(k) Plans in Washington

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

Jh Kelly Holdings LLC Union 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Jh Kelly Holdings LLC Union 401(k) Plan, Total assets ($B): 0.033723266 · Participants: 1659Jh Kelly Holdings LLC Union 401(k) 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
Jh Kelly Holdings LLC Union 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Jh Kelly Holdings LLC Union 401(k) Plan side-by-side with 3 peers →

Jh Kelly Holdings LLC Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Dga 401(k) Profit Sharing Plan in CA ($34M); by covered participants it is Modern Technology Solutions, Inc. 401(k) Plan in VA (1,659 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,659 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 Jh Kelly Holdings LLC Union 401(k) Plan assets move in 2023? ▼
Jh Kelly Holdings LLC Union 401(k) Plan grew at a solid clip - up 14.1% during 2023, from $30M to $34M. Reported net income was $4M.
How have Jh Kelly Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jh Kelly Holdings LLC's sponsor-wide assets grew 43.5%, from $85M to $122M.
Where does Jh Kelly Holdings LLC Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Jh Kelly Holdings LLC Union 401(k) Plan ranks in the 81st 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 Jh Kelly Holdings LLC Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dga 401(k) Profit Sharing Plan in CA ($34M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Jh Kelly Holdings LLC Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Modern Technology Solutions, Inc. 401(k) Plan in VA (1,659 participants, $324M 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 911704136.

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.