401(k) · DOL Form 5500 · 2023

Kaley Group, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
152
Participants Small participant base
71st
Percentile by assets National rank
$117,777
Avg per participant Below avg balance/head
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Official DOL plan name: Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan · Sponsored by Kaley Group, Inc. · West Virginia · Construction

$18M in assets, 152 participants

Kaley Group, Inc.'s Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan reported $18M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,270 in Construction (9,030 peers)

Coverage in West Virginia

Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan covers 152 participants in West Virginia, about 33% of the average West Virginia filer (state average ~467 per filing). Assets: $18M.

#6,270
in Construction (9,030 peers)
+26.2%
assets growth YoY

Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,902,054 Top 29% higher than 71% of 127,068 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 2023

Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing 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. Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan reported participants fell from 154 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 550754089 · Kaley Group, Inc. PY 2023 · 401(k)

Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan · $18M · 152 · 71st

  • EBSA $18M
  • EBSA 152
  • EBSA 71st
  • EBSA 401(k)
  • EBSA near Mid-State Management, Inc. 401(k) Plan
  • EBSA ind #6270

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 Construction retirement plans → · Plans in West Virginia →

Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing PlanKaley Group, Inc./Krsm Inc. …$18MMid-State Management, Inc. 401(k) PlanMid-State Management, Inc. 4…$18MChildren's Heart Center 401(k) Retirement PlanChildren's Heart Center 401(…$18MAce Relocation Systems, Inc. Savings PlanAce Relocation Systems, Inc.…$18MThe Bank of Glen Burnie 401(k) Profit Sharing PlanThe Bank of Glen Burnie 401(…$18M
End-of-year total assets ($M) among Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

West Virginia filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN550754089
Plan Effective Date2006-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaley Group, Inc.)

Sponsor-wide plan assets over time

All Kaley Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 54.3592691459389% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.2M $21.9M ▲ +54.3%
Year Plans Participants Total Assets
2022 1 154 $14M
2023 1 152 $18M
2024 1 162 $22M

Nearby 401(k) Plans in West Virginia

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

Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.017902054 · Participants: 152Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.063431645 · Participants: 1878Orrick, Herrington & Sutcliffe LLP Retirement PlanCamc Health System Basic Retirement Plan, Total assets ($B): 0.718819432 · Participants: 0Camc Health System Basic Retirement PlanAmerican Public Education Retirement Plan, Total assets ($B): 0.259281173 · Participants: 5728American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255241932 · Participants: 2525West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.227919168 · Participants: 2740United Bankshares, Inc. Savings and Stock Investment Plan
Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Mid-State Management, Inc. 401(k) Plan in MA ($18M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan grew sharply - up 26.2% during 2023, from $14M to $18M. Reported net income was $4M.
How have Kaley Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaley Group, Inc.'s sponsor-wide assets grew 54.4%, from $14M to $22M.
Which 401(k) plans are similar in size to Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid-State Management, Inc. 401(k) Plan in MA ($18M, 408 participants).
Which 401(k) plans cover a similar participant headcount to Kaley Group, Inc./Krsm Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants, $8M in assets).

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 550754089.

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.