401(k) · DOL Form 5500 · 2023

Keller Group 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
297
Participants Below avg headcount
74th
Percentile by assets National rank
$74,120
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Keller Group 401(k) Profit Sharing Plan · Sponsored by Keller Group · Tennessee · Wholesale Trade

$22M in assets, 297 participants

Keller Group's Keller Group 401(k) Profit Sharing Plan reported $22M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,529 in Wholesale Trade (6,309 peers)

Coverage in Tennessee

Keller Group 401(k) Profit Sharing Plan covers 297 participants in Tennessee, about 26% of the average Tennessee filer (state average ~1,126 per filing). Assets: $22M.

#4,529
in Wholesale Trade (6,309 peers)
+17.2%
assets growth YoY

Keller Group 401(k) Profit Sharing Plan's outsized position by total assets

Keller Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,013,686 Top 26% higher than 74% 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

Keller Group 401(k) Profit Sharing 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. Keller Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keller Group 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Keller Group 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Keller Group 401(k) Profit Sharing Plan reported participants fell from 303 in the plan year 2022 filing to 297 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 621813315 · Keller Group PY 2023 · 401(k)

Keller Group 401(k) Profit Sharing Plan · $22M · 297 · 74th

  • PHOTO $22M
  • PHOTO 297
  • PHOTO 74th
  • PHOTO 401(k)
  • PHOTO near Asklepios Biopharmaceuticals, Inc. 401(k) Plan
  • PHOTO ind #4529

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 Wholesale Trade retirement plans → · Plans in Tennessee →

Keller Group 401(k) Profit Sharing Plan in the asset neighbourhood

Keller Group 401(k) Profit Sharing PlanKeller Group 401(k) Profit S…$22MAsklepios Biopharmaceuticals, Inc. 401(k) PlanAsklepios Biopharmaceuticals…$22MStaywell Health Center 401(k) PlanStaywell Health Center 401(k…$22MTrilliant Food & Nutrition 401(k) PlanTrilliant Food & Nutrition 4…$22MSolutions Shared Services Inc. 401(k) PlanSolutions Shared Services In…$22M
End-of-year total assets ($M) among Keller Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN621813315
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keller Group)

Sponsor-wide plan assets over time

All Keller Group plans reported in each filing year

Latest sponsor-wide plan assets
$25M 32.06970289134046% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $18.8M $24.8M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 303 $19M
2023 1 297 $22M
2024 1 331 $25M

Nearby 401(k) Plans in Tennessee

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

Keller Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Keller Group 401(k) Profit Sharing Plan, Total assets ($B): 0.022013686 · Participants: 297Keller Group 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Keller Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Keller Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Keller Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Asklepios Biopharmaceuticals, Inc. 401(k) Plan in NC ($22M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Keller Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Keller Group 401(k) Profit Sharing Plan grew sharply - up 17.2% during 2023, from $19M to $22M. Reported net income was $3M.
How have Keller Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keller Group's sponsor-wide assets grew 32.1%, from $19M to $25M.
Which 401(k) plans are similar in size to Keller Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Asklepios Biopharmaceuticals, Inc. 401(k) Plan in NC ($22M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Keller Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants, N/A 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 621813315.

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.