401(k) · DOL Form 5500 · 2024

J. J. Keller & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$173M
Total assets Near avg plan size: 1,878
Participants Near avg headcount: 94th
Percentile by assets National rank: $92,225
Avg per participant Below avg balance/head

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Official DOL plan name: J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan · Sponsored by J. J. Keller & Associates, Inc. · Wisconsin · Manufacturing

$173M in assets, 1,878 participants

J. J. Keller & Associates, Inc.'s J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan reported $173M in total assets and 1,878 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

#16,078 in Manufacturing (17,777 peers)

Coverage in Wisconsin

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan covers 1,878 participants in Wisconsin, 3.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $173M.

#16,078
in Manufacturing (17,777 peers): +11.6%
assets growth YoY: 1.7×
vs typical plan assets (national mean)

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan's outsized position by total assets

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan vs every filed plan by assets

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

$173,198,753 Top 6% higher than 94% 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

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan lands in the large band (1,878 participants).

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%)

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan reported net income fell from $25M in the plan year 2023 filing to $18M in the plan year 2024 filing.
J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan end-of-year assets rose from $155M in the plan year 2023 filing to $173M in the plan year 2024 filing.
J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan reported participants rose from 1,834 in the plan year 2023 filing to 1,878 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390957377 · J. J. Keller & Associates, Inc. PY 2024 · 401(k)

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan · $173M · 1,878 · 94th

IND $173M
IND 1,878
IND 94th
IND 401(k)
IND near Belfor Group 401(k) Plan
IND ind #16078

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 Manufacturing retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$155M
Net Assets (End of Year)	$173M
Net Income	$18M
Employer EIN	390957377
Plan Effective Date	1988-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (J. J. Keller & Associates, Inc.)

Latest sponsor-wide plan assets: $300M 27.792507147522134% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	3,504	$235M
2023	2	3,657	$276M
2024	2	3,572	$300M

Nearby 401(k) Plans in Wisconsin

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

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan side-by-side with 3 peers →

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Belfor Group 401(k) Plan in MI ($173M); by covered participants it is Zips Carwash 401(k) Retirement Savings Plan in TX (1,878 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($173M here).

Belfor Group 401(k) Plan (MI) $173M · 1,767
Robert Half Inc. 401(k) Plan for Contract Talent and Full-Time Engagement Professionals (CA) $173M · 34,621
T-Systems North America, Inc. 401(k) Retirement Plan (IL) $173M · 209
Logix Employment Services, Inc. Employee Savings Plan (CA) $173M · 856

Similar participant headcount

Nearest other-state filings by covered participants (1,878 participants); asset peers above are excluded.

Zips Carwash 401(k) Retirement Savings Plan (TX) 1,878 · 0 off
The Spectris Group Safe Harbor 401(k) Retirement Plan (MA) 1,878 · 0 off
Oak Harbor Freight Lines, Inc. 401(k) Plan and Trust (WA) 1,878 · 0 off
Horizon Therapeutics USA, Inc. 401(k) Plan (IL) 1,877 · 1 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 J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan assets move in 2024? ▼

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan grew at a solid clip - up 11.6% during 2024, from $155M to $173M. Reported net income was $18M.

How have J. J. Keller & Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), J. J. Keller & Associates, Inc.'s sponsor-wide assets grew 27.8%, from $235M to $300M.

Where does J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan rank by assets among Form 5500 filers? ▼

J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Belfor Group 401(k) Plan in MI ($173M, 1,767 participants).

Which 401(k) plans cover a similar participant headcount to J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Zips Carwash 401(k) Retirement Savings Plan in TX (1,878 participants, $3M 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 390957377.