ESOP · DOL Form 5500 · 2023
Kelley Bean Co. Inc. ESOP
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 170
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $178,532
- Avg per participant Above avg balance/head
Official DOL plan name: Kelley Bean Co. Inc., Employee Stock Ownership Plan · Sponsored by Kelley Bean Co. Inc. · Nebraska · Manufacturing
$30M in assets, 170 participants
Kelley Bean Co. Inc.'s Kelley Bean Co. Inc., Employee Stock Ownership Plan reported $30M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #13,351 in Manufacturing (18,722 peers)
Coverage in Nebraska
Kelley Bean Co. Inc., Employee Stock Ownership Plan covers 170 participants in Nebraska, about 31% of the average Nebraska filer (state average ~552 per filing). Assets: $30M.
- #13,351
- in Manufacturing (18,722 peers)
- +10.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Kelley Bean Co. Inc., Employee Stock Ownership Plan's outsized position by total assets
Kelley Bean Co. Inc., Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,350,427 Top 21% higher than 79% 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
Kelley Bean Co. Inc., Employee Stock Ownership 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. Kelley Bean Co. Inc., Employee Stock Ownership Plan sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kelley Bean Co. Inc., Employee Stock Ownership Plan reported net income rose from -$924K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Kelley Bean Co. Inc., Employee Stock Ownership Plan end-of-year assets rose from $27M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Kelley Bean Co. Inc., Employee Stock Ownership Plan reported participants rose from 162 in the plan year 2022 filing to 170 in the plan year 2023 filing.
DOL schedule card
Filing strip 470356830 · Kelley Bean Co. Inc. PY 2023 · ESOP
Kelley Bean Co. Inc., Employee Stock Ownership Plan · $30M · 170 · 79th
- VS-ST $30M
- VS-ST 170
- VS-ST 79th
- VS-ST ESOP
- VS-ST near Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan
- VS-ST ind #13351
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 What is an ESOP? → · Plans in Nebraska →
Kelley Bean Co. Inc., Employee Stock Ownership Plan in the asset neighbourhood
Nebraska filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $3M |
| Employer EIN | 470356830 |
| Plan Effective Date | 1973-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kelley Bean Co. Inc.)
Sponsor-wide plan assets over time
All Kelley Bean Co. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 21.125400549847527% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $27M |
| 2023 | 1 | 170 | $30M |
| 2024 | 1 | 160 | $33M |
Nearby ESOP Plans in Nebraska
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mead Lumber Company Employee Stock Ownership Plan and Trust $392M · 1,316
- Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan $218M · 65
- Commonwealth Holdings, Inc. Employee Stock Ownership Plan $148M · 214
- Builders Supply Co. , Inc. Employee Stock Ownership Plan $118M · 242
- Majors Plastics, Inc. Employee Stock Ownership Plan $95M · 386
Kelley Bean Co. Inc., Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Nebraska, the nearest ESOP by assets is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA ($30M); by covered participants it is General Engineering Co. of Virginia Employee Stock Ownership Plan and Trust in VA (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan (PA) $30M · 122
- Great Lakes Dental Technologies, Ltd. Employee Stock Ownership Plan (NY) $30M · 193
- Haumiller Engineering Company Employee Stock Ownership Plan (IL) $30M · 141
- Sonny Merryman, Inc. Employee Stock Ownership Plan and Trust (VA) $30M · 121
Similar participant headcount
Nearest other-state filings by covered participants (170 participants); asset peers above are excluded.
- General Engineering Co. of Virginia Employee Stock Ownership Plan and Trust (VA) 170 · 0 off
- The Cummins Construction Company, Inc. Employee Stock Ownership Plan (OK) 170 · 0 off
- Commodity Trucking Employee Stock Ownership Plan (CA) 170 · 0 off
- Heath Ceramics Employee Stock Ownership Plan (CA) 170 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.