401(k) · DOL Form 5500 · 2024

Kelsey National Corporation 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 22
Participants Small participant base: 51st
Percentile by assets National rank: $368,845
Avg per participant High balance/head

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Official DOL plan name: Kelsey National Corporation Retirement Plan · Sponsored by Kelsey National Corporation · California · Finance & Insurance

$8M in assets, 22 participants

Kelsey National Corporation's Kelsey National Corporation Retirement Plan reported $8M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

#3,043 in Finance & Insurance (8,549 peers)

Kelsey National Corporation multi-year trail

Kelsey National Corporation's plans moved +42.4% in assets from 2022 to 2024; this filing shows Kelsey National Corporation Retirement Plan at $8M / 22 participants.

#3,043
in Finance & Insurance (8,549 peers): +17.8%
assets growth YoY

Kelsey National Corporation Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Kelsey National Corporation Retirement Plan vs every filed plan by assets

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

$8,114,590 Top 49% higher than 51% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Kelsey National Corporation Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelsey National Corporation Retirement Plan is a small filing (22 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Kelsey National Corporation Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 952304695 · Kelsey National Corporation PY 2024 · 401(k)

Kelsey National Corporation Retirement Plan · $8M · 22 · 51st

NET $8M
NET 22
NET 51st
NET 401(k)
NET near Radix Wire & Cable, LLC 401(k) Plan
NET ind #3043

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 Finance & Insurance retirement plans → · Plans in California →

End-of-year total assets ($M) among Kelsey National Corporation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kelsey National Corporation multi-year asset trail

Latest sponsor-wide plan assets: $8M 42.3596546213612% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	24	$6M
2023	1	22	$7M
2024	1	22	$8M

Kelsey National Corporation filing trail (2024)

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$1M
Employer EIN	952304695
Plan Effective Date	1986-09-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Kelsey National Corporation Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Kelsey National Corporation Retirement Plan side-by-side with 3 peers →

Kelsey National Corporation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Radix Wire & Cable, LLC 401(k) Plan in OH ($8M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Radix Wire & Cable, LLC 401(k) Plan (OH) $8M · 83
Spectrum Investment Advisors, Inc. 401(k) Plan (WI) $8M · 22
Visit San Antonio 401(k) Plan (TX) $8M · 73
Sanguine Gas Exploration, L.L.C. 401(k) Plan (OK) $8M · 32

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

Reed & Witting Company Profit Sharing Plan (PA) 22 · 0 off
Lycera Corp 401(k) Plan (PA) 22 · 0 off
H3meier Corporation 401(k) Plan (NE) 22 · 0 off
Ben Rentals Inc. 401(k) Profit Sharing Plan and Trust (NY) 22 · 0 off

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 Kelsey National Corporation Retirement Plan assets move in 2024? ▼

Kelsey National Corporation Retirement Plan grew sharply - up 17.8% during 2024, from $7M to $8M. Reported net income was $1M.

How have Kelsey National Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kelsey National Corporation's sponsor-wide assets grew 42.4%, from $6M to $8M.

Which 401(k) plans are similar in size to Kelsey National Corporation Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Radix Wire & Cable, LLC 401(k) Plan in OH ($8M, 83 participants).

Which 401(k) plans cover a similar participant headcount to Kelsey National Corporation Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952304695.