401(k) · DOL Form 5500 · 2022
Kelley and Kelley Certified Public Accountants 401(k) Plan
Data updated 2026-08-25
- $38K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 3rd
- Percentile by assets National rank
Official DOL plan name: Kelley & Kelley PC Employees Psp and 401(k) Profit Sharin · Sponsored by Kelley and Kelley Certified Public Accountants · Michigan · Professional & Technical Services
$38K in assets, N/A participants
Kelley and Kelley Certified Public Accountants's Kelley & Kelley PC Employees Psp and 401(k) Profit Sharin reported $38K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.
- #554 in Professional & Technical Services (21,562 peers)
2022 asset change
Kelley & Kelley PC Employees Psp and 401(k) Profit Sharin contracted severely 81.6% in 2022 ($209K → $38K) for N/A participants.
- #554
- in Professional & Technical Services (21,562 peers)
- -81.6%
- assets change YoY
The plan reported a net loss of $170K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kelley & Kelley PC Employees Psp and 401(k) Profit Sharin among the smaller filed plans by assets
Kelley & Kelley PC Employees Psp and 401(k) Profit Sharin vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$38,436 3rd percentile higher than 3% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Plan-year Form 5500 strip
Filing strip 383393542 · Kelley and Kelley Certified Public Accountants PY 2022 · 401(k)
Kelley & Kelley PC Employees Psp and 401(k) Profit Sharin · $38K · N/A · 3rd
- RANK $38K
- PHOTO N/A
- IND 3rd
- EOY 401(k)
- 5500 near Rb Bake Tech LLC 401(k) Plan
- ASSETS ind #554
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 Professional & Technical Services retirement plans → · Plans in Michigan →
Kelley & Kelley PC Employees Psp and 401(k) Profit Sharin in the asset neighbourhood
Kelley and Kelley Certified Public Accountants years around the 2022 move
Sponsor-wide plan assets over time
All Kelley and Kelley Certified Public Accountants plans reported in each filing year
- Latest sponsor-wide plan assets
- $39K 0.8273493599750233% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $38K |
| 2023 | 1 | N/A | $39K |
| 2024 | 1 | N/A | $39K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $209K |
|---|---|
| Net Assets (End of Year) | $38K |
| Net Income | -$170K |
| Employer EIN | 383393542 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
Kelley & Kelley PC Employees Psp and 401(k) Profit Sharin's closest out-of-state 401(k) peers by assets
Outside Michigan, the nearest 401(k) by end-of-year assets is Rb Bake Tech LLC 401(k) Plan in PA at $38K (this filing: $38K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.