ESOP · DOL Form 5500 · 2024

Kelley Manufacturing Co. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
176
Participants Small participant base
75th
Percentile by assets National rank
$150,113
Avg per participant Above avg balance/head
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Official DOL plan name: Kelley Manufacturing Co. Employee Stock Ownership Plan · Sponsored by Kelley Manufacturing Co. · Georgia · Manufacturing

$26M in assets, 176 participants

Kelley Manufacturing Co.'s Kelley Manufacturing Co. Employee Stock Ownership Plan reported $26M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #11,744 in Manufacturing (17,777 peers)

Coverage in Georgia

Kelley Manufacturing Co. Employee Stock Ownership Plan covers 176 participants in Georgia, about 16% of the average Georgia filer (state average ~1,096 per filing). Assets: $26M.

#11,744
in Manufacturing (17,777 peers)
+18.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kelley Manufacturing Co. Employee Stock Ownership Plan's outsized position by total assets

Kelley Manufacturing Co. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$26,419,945 Top 25% higher than 75% of 123,620 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 2024

Kelley Manufacturing Co. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelley Manufacturing Co. Employee Stock Ownership Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kelley Manufacturing Co. Employee Stock Ownership Plan reported net income rose from $300K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Kelley Manufacturing Co. Employee Stock Ownership Plan end-of-year assets fell from $29M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Kelley Manufacturing Co. Employee Stock Ownership Plan reported participants fell from 179 in the plan year 2023 filing to 176 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 581503716 · Kelley Manufacturing Co. PY 2024 · ESOP

Kelley Manufacturing Co. Employee Stock Ownership Plan · $26M · 176 · 75th

  • PCT $26M
  • EIN 176
  • RANK 75th
  • PHOTO ESOP
  • IND near Delta Information Systems, Inc. Employee Stock Ownership Plan
  • EOY ind #11744

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 Georgia →

Kelley Manufacturing Co. Employee Stock Ownership Plan in the asset neighbourhood

The Citizens National Bank of Bluffton Employee Stock Ownership PlanThe Citizens National Bank o…$26MDelta Information Systems, Inc. Employee Stock Ownership PlanDelta Information Systems, I…$26MCampus Holdings Inc. Employee Stock Ownership PlanCampus Holdings Inc. Employe…$26MKelley Manufacturing Co. Employee Stock Ownership PlanKelley Manufacturing Co. Emp…$26MThe Southern Software, Inc. Employee Stock Ownership PlanThe Southern Software, Inc. …$26M
End-of-year total assets ($M) among Kelley Manufacturing Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN581503716
Plan Effective Date1990-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelley Manufacturing Co.)

Sponsor-wide plan assets over time

All Kelley Manufacturing Co. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 6.389540153780125% vs 2022
2024 filing year
$26M$27M$28M$29M 202220232024 $28.2M $26.4M ▼ -6.4%
Year Plans Participants Total Assets
2022 1 196 $28M
2023 1 179 $29M
2024 1 176 $26M

Nearby ESOP Plans in Georgia

Peer ESOP plans, same state, same plan type, ranked by total assets.

Kelley Manufacturing Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Kelley Manufacturing Co. Employee Stock Ownership Plan, Total assets ($M): 26.419945 · Participants: 176Kelley Manufacturing Co. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 681.121519 · Participants: 1745Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 548.082498 · Participants: 494Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 522.430924 · Participants: 485Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 281.399754 · Participants: 488Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 230.799825 · Participants: 324Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Kelley Manufacturing Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants

Kelley Manufacturing Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Delta Information Systems, Inc. Employee Stock Ownership Plan in PA ($26M); by covered participants it is Subzero Constructors, Inc. Employee Stock Ownership Plan in CA (176 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kelley Manufacturing Co. Employee Stock Ownership Plan assets move in 2024?
Kelley Manufacturing Co. Employee Stock Ownership Plan grew sharply - up 18.4% during 2024, from $22M to $26M. Reported net income was $4M.
How have Kelley Manufacturing Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kelley Manufacturing Co.'s sponsor-wide assets declined 6.4%, from $28M to $26M.
Where does Kelley Manufacturing Co. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Kelley Manufacturing Co. Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Kelley Manufacturing Co. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Delta Information Systems, Inc. Employee Stock Ownership Plan in PA ($26M, 191 participants).
Which ESOP plans cover a similar participant headcount to Kelley Manufacturing Co. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Subzero Constructors, Inc. Employee Stock Ownership Plan in CA (176 participants, $64M in assets).