Profit Sharing · DOL Form 5500 · 2023
Kelly Equipment Inc. Profit Sharing Plan
Data updated 2026-08-25
- $335K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $335,246
- Avg per participant High balance/head
Official DOL plan name: Kelly Equipment Inc. Profit Sharing Plan · Sponsored by Kelly Equipment Inc. · Massachusetts · Professional & Technical Services
$335K in assets, 1 participants
Kelly Equipment Inc.'s Kelly Equipment Inc. Profit Sharing Plan reported $335K in total assets and 1 participant 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.
- #2,260 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Kelly Equipment Inc. Profit Sharing Plan holds $335K for 1 participant - about $335,246 per participant, among the smaller plans by assets on file.
- #2,260
- in Professional & Technical Services (20,321 peers)
- +1.5%
- assets growth YoY
Kelly Equipment Inc. Profit Sharing Plan among the smaller filed plans by assets
Kelly Equipment Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$335,246 15th percentile higher than 15% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kelly Equipment Inc. Profit Sharing 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 Equipment Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kelly Equipment Inc. Profit Sharing Plan reported net income fell from $6K in the plan year 2022 filing to $5K in the plan year 2023 filing.
- Kelly Equipment Inc. Profit Sharing Plan end-of-year assets rose from $330K in the plan year 2022 filing to $335K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 272518327 · Kelly Equipment Inc. PY 2023 · Profit Sharing
Kelly Equipment Inc. Profit Sharing Plan · $335K · 1 · 15th
- EIN $335K
- EIN 1
- EIN 15th
- EIN Profit Sharing
- EIN near Ccht Pet Care Inc. Retirement Plan
- EIN ind #2260
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 Massachusetts →
Kelly Equipment Inc. Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $330K |
|---|---|
| Net Assets (End of Year) | $335K |
| Net Income | $5K |
| Employer EIN | 272518327 |
| Plan Effective Date | 2010-05-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kelly Equipment Inc.)
Sponsor-wide plan assets over time
All Kelly Equipment Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $317K 3.8921085938872038% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $330K |
| 2023 | 1 | 1 | $335K |
| 2024 | 1 | 1 | $317K |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
Kelly Equipment Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Ccht Pet Care Inc. Retirement Plan in PA ($335K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($335K here).
- Ccht Pet Care Inc. Retirement Plan (PA) $335K · 1
- Mra International, Inc. Money Purchase Plan (NJ) $335K · 32
- Eubanks Enterprises, Inc. Retirement Plan (AZ) $335K · 2
- Mdm Endeavors Inc. Retirement Plan (MI) $335K · 2
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.