401(k) · DOL Form 5500 · 2024
Ortale Kelley 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $284,814
- Avg per participant High balance/head
Official DOL plan name: Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust · Sponsored by Ortale Kelley · Tennessee · Professional & Technical Services
$13M in assets, 45 participants
Ortale Kelley's Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust reported $13M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #12,086 in Professional & Technical Services (20,173 peers)
Ortale Kelley multi-year trail
Ortale Kelley's plans moved +19.7% in assets from 2023 to 2024; this filing shows Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust at $13M / 45 participants.
- #12,086
- in Professional & Technical Services (20,173 peers)
- +19.7%
- assets growth YoY
Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,816,622 Top 39% higher than 61% 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
Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust reported participants fell from 52 in the plan year 2023 filing to 45 in the plan year 2024 filing.
- Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 620815814 · Ortale Kelley PY 2024 · 401(k)
Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust · $13M · 45 · 61st
- PHOTO $13M
- PHOTO 45
- PHOTO 61st
- PHOTO 401(k)
- PHOTO near Cookfox Architects, Dpc 401(k) Plan
- PHOTO ind #12086
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 Tennessee →
Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Ortale Kelley multi-year asset trail
Sponsor-wide plan assets over time
All Ortale Kelley plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 19.65824366169319% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 52 | $11M |
| 2024 | 1 | 45 | $13M |
Ortale Kelley filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 620815814 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Cookfox Architects, Dpc 401(k) Plan in NY ($13M); by covered participants it is Coact, Inc. 401(k) Plan in MD (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Cookfox Architects, Dpc 401(k) Plan (NY) $13M · 74
- Majestic Realty Collective 401(k) Plan (CO) $13M · 225
- Fury Motors, Inc. Salary Savings Plan (MN) $13M · 233
- National Nail Corp. 401(k) Retirement and Savings Plan (MI) $13M · 154
Similar participant headcount
Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.
- Coact, Inc. 401(k) Plan (MD) 45 · 0 off
- Air T, Inc. 1165(e) Plan (NC) 45 · 0 off
- Sud 123 Inc 401(k) Profit Sharing Plan & Trust (NY) 45 · 0 off
- The Fredericks Company 401(k) & Profit Sharing Plan (PA) 45 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.