Profit Sharing · DOL Form 5500 · 2024
Jj Keller & Associates, Inc. Profit Sharing Plan
Data updated 2026-07-24
- $127M
- Total assets
- 1,694
- Participants
- 92nd
- Percentile by assets
- $75,064
- Avg per participant
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.
- 92nd percentile by assets (of 116,472 plans)
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 ~565 per filing). Assets: $127M.
- $127M
- total plan assets (2024 EOY)
- 1,694
- covered participants
- 92nd
- percentile by assets (of 116,472 plans)
- $75,064
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan reports 1,694 participants - 3.0x that state average ($127M EOY assets).
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.)
| 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.
Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan assets move in 2024? ▼
How have Jj Keller & Associates, Inc. plan assets changed over time? ▼
Where does Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan? ▼
Next read for Jj Keller & Associates, Inc. Employees' …
Filing takeaways
Ways to act on Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan's numbers.
- By total assets, Jj Keller & Associates, Inc. Employees' Profit Sharing Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- Jj Keller & Associates, Inc.'s sponsor-wide assets have grown 27.8% since 2022 across 3 plan years on file. More Manufacturing plans
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.
Read our methodology - how this data is sourced, computed, and verified.