Profit Sharing · DOL Form 5500 · 2024
Jj Keller & Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $127M
- Total assets Near avg plan size
- 1,694
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $75,064
- Avg per participant Below avg balance/head
Official DOL plan name: Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan · Sponsored by Jj Keller & Associates, Inc. · Wisconsin · Manufacturing
$127M in assets, 1,694 participants
Jj Keller & Associates, Inc.'s Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan reported $127M in total assets and 1,694 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #15,655 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan covers 1,694 participants in Wisconsin, 3.0x the typical Wisconsin plan (state average ~563 per filing). Assets: $127M.
- #15,655
- in Manufacturing (17,777 peers)
- +5.3%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan's outsized position by total assets
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$127,158,301 Top 8% higher than 92% 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
Jj Keller & Associates, Inc. Employees' Profit Sharing 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. Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan lands in the large band (1,694 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan reported net income fell from $16M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan reported participants fell from 1,823 in the plan year 2023 filing to 1,694 in the plan year 2024 filing.
- Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan end-of-year assets rose from $121M in the plan year 2023 filing to $127M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 390957377 · Jj Keller & Associates, Inc. PY 2024 · Profit Sharing
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan · $127M · 1,694 · 92nd
- BOOK $127M
- BOOK 1,694
- BOOK 92nd
- BOOK Profit Sharing
- BOOK near Front Porch Retirement Plan
- BOOK ind #15655
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 →
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | $6M |
| Employer EIN | 390957377 |
| Plan Effective Date | 1975-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jj Keller & Associates, Inc.)
Sponsor-wide plan assets over time
All Jj Keller & Associates, Inc. plans reported in each filing year
- 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 Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Front Porch Retirement Plan in CA ($127M); by covered participants it is Stanford Health Care Tri-Valley 403(b) Plan in CA (1,685 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($127M here).
- Front Porch Retirement Plan (CA) $127M · 2,672
- World Resources Institute Pension Plan (DC) $127M · 684
- Mid-Atlantic Regional Council of Carpenters' Annuity Fund (MD) $126M · 13,397
- Duquesne Family Office LLC Profit Sharing Plan (PA) $129M · 43
Similar participant headcount
Nearest other-state filings by covered participants (1,694 participants); asset peers above are excluded.
- Stanford Health Care Tri-Valley 403(b) Plan (CA) 1,685 · 9 off
- Chapman University Defined Contribution Retirement Plan (CA) 1,685 · 9 off
- Kpmg Partner Retirement Savings Plan (NJ) 1,704 · 10 off
- Iuoe Local 965 Annuity Plan (IL) 1,708 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.