401(k) · DOL Form 5500 · 2024

Kelly Plumbing & Heating Inc 401(k) Plan

Data updated 2026-08-25

$792K
Total assets Small plan by assets: 7
Participants Small participant base: 21st
Percentile by assets National rank: $113,209
Avg per participant Below avg balance/head

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Official DOL plan name: Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Kelly Plumbing & Heating Inc · California · Professional & Technical Services

$792K in assets, 7 participants

Kelly Plumbing & Heating Inc's Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust reported $792K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

#3,300 in Professional & Technical Services (20,173 peers)

Kelly Plumbing & Heating Inc multi-year trail

Kelly Plumbing & Heating Inc's plans moved +30.9% in assets from 2023 to 2024; this filing shows Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust at $792K / 7 participants.

#3,300
in Professional & Technical Services (20,173 peers): +30.9%
assets growth YoY

Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$792,466 21st percentile higher than 21% 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

Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

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%)

Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $605K in the plan year 2023 filing to $792K in the plan year 2024 filing.
Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.
Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $167K in the plan year 2023 filing to $187K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 811471909 · Kelly Plumbing & Heating Inc PY 2024 · 401(k)

Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust · $792K · 7 · 21st

EIN $792K
EIN 7
EIN 21st
EIN 401(k)
EIN near Mid Valley Dairy Services, Inc. 401(k) Profit Sharing Plan
EIN ind #3300

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 Professional & Technical Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kelly Plumbing & Heating Inc multi-year asset trail

Latest sponsor-wide plan assets: $792K 30.920547230064944% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	6	$605K
2024	1	7	$792K

Kelly Plumbing & Heating Inc filing trail (2024)

Total Assets (Beginning of Year)	$605K
Net Assets (End of Year)	$792K
Net Income	$187K
Employer EIN	811471909
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust 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 Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mid Valley Dairy Services, Inc. 401(k) Profit Sharing Plan in OR ($793K); by covered participants it is Cz14, Inc. 401(k) Plan in DE (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($792K here).

Mid Valley Dairy Services, Inc. 401(k) Profit Sharing Plan (OR) $793K · 5
Deliz Pharmaceutical Corp. Retirement Plan (PR) $792K · 2
Fx Unlimited, Inc. 401(k) Plan (IA) $792K · 8
North Star Investment Partners, Inc. 401(k) Plan (PA) $793K · 2

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

Cz14, Inc. 401(k) Plan (DE) 7 · 0 off
Jersey Auto Supply Inc. 401(k) Plan (NJ) 7 · 0 off
Homology Medicines, Inc. 401(k) Plan (MA) 7 · 0 off
401(k) Profit Sharing Plan & Trust for the Employe Neurology & Electromyography Consultants, P.a. (FL) 7 · 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 Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼

Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust surged - up 30.9% during 2024, from $605K to $792K. Reported net income was $187K.

How have Kelly Plumbing & Heating Inc plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Kelly Plumbing & Heating Inc's sponsor-wide assets grew 30.9%, from $605K to $792K.

Where does Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Mid Valley Dairy Services, Inc. 401(k) Profit Sharing Plan in OR ($793K, 5 participants).

Which 401(k) plans cover a similar participant headcount to Kelly Plumbing & Heating Inc 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Cz14, Inc. 401(k) Plan in DE (7 participants, $380K 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 811471909.