ESOP · DOL Form 5500 · 2023

Kelley Bean Co. Inc. ESOP

Data updated 2026-08-11

$30M
Total assets
170
Participants
79th
Percentile by assets
$178,532
Avg per participant
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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.

  • 79th percentile by assets (of 127,072 plans)
  • #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.

$30M
total plan assets (2023 EOY)
170
covered participants
79th
percentile by assets (of 127,072 plans)
$178,532
avg assets per participant

Where Kelley Bean Co. Inc., Employee Stock Ownership Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Nebraska
Industry
Manufacturing

Participants vs Nebraska filers

In Nebraska, the average filing covers about 552 participants across 778 plans. Kelley Bean Co. Inc., Employee Stock Ownership Plan reports 170 participants - about 31% of that state average ($30M EOY assets).

Nebraska filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN470356830
Plan Effective Date1973-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelley Bean Co. Inc.)

$26M$28M$30M$32M$34M 202220232024 $27.4M $33.2M ▲ +21.1%
Total plan assets by year, all Kelley Bean Co. Inc. plans on file
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.

Kelley Bean Co. Inc., Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Kelley Bean Co. Inc.…, Total assets ($M): 30.350427 · Participants: 170Kelley Bean Co. Inc.…Mead Lumber Company …, Total assets ($M): 392.139506 · Participants: 1316Mead Lumber Company …Taylor & Martin Ente…, Total assets ($M): 217.903912 · Participants: 65Taylor & Martin Ente…Commonwealth Holding…, Total assets ($M): 147.784876 · Participants: 214Commonwealth Holding…Builders Supply Co. …, Total assets ($M): 118.345407 · Participants: 242Builders Supply Co. …Majors Plastics, Inc…, Total assets ($M): 95.323024 · Participants: 386Majors Plastics, Inc…
Kelley Bean Co. Inc., Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Kelley Bean Co. Inc., Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Kelley Bean Co. Inc., Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Kelley Bean Co. Inc., Employee Stock Ownership Plan assets move in 2023? ▼
Kelley Bean Co. Inc., Employee Stock Ownership Plan grew at a solid clip - up 10.9% during 2023, from $27M to $30M. Reported net income was $3M.
How have Kelley Bean Co. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Bean Co. Inc.'s sponsor-wide assets grew 21.1%, from $27M to $33M.
Where does Kelley Bean Co. Inc., Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kelley Bean Co. Inc., Employee Stock Ownership Plan ranks in the 79th 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 ESOP plans are similar in size to Kelley Bean Co. Inc., Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA ($30M, 122 participants).

Next read for Kelley Bean Co. Inc., Employee Stock Own…

Filing takeaways

Ways to act on Kelley Bean Co. Inc., Employee Stock Ownership Plan's numbers.

  • By total assets, Kelley Bean Co. Inc., Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Nebraska. Compare plans
  • Kelley Bean Co. Inc.'s sponsor-wide assets have grown 21.1% since 2022 across 3 plan years on file. More Manufacturing plans

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 470356830.

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.