401(k) · DOL Form 5500 · 2024

Neil Kelly Company, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
134
Participants Small participant base
45th
Percentile by assets National rank
$45,183
Avg per participant Low balance/head
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Official DOL plan name: Neil Kelly Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Neil Kelly Company, Inc. · Oregon · Construction

$6M in assets, 134 participants

Neil Kelly Company, Inc.'s Neil Kelly Company, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,984 in Construction (9,039 peers)

Coverage in Oregon

Neil Kelly Company, Inc. 401(k) Profit Sharing Plan covers 134 participants in Oregon, about 30% of the average Oregon filer (state average ~443 per filing). Assets: $6M.

#3,984
in Construction (9,039 peers)
+0.7%
assets growth YoY

Neil Kelly Company, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Neil Kelly Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,054,586 45th percentile higher than 45% of 123,620 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 2024

Neil Kelly Company, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neil Kelly Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Neil Kelly Company, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $40K in the plan year 2024 filing.
  • Neil Kelly Company, Inc. 401(k) Profit Sharing Plan reported participants fell from 138 in the plan year 2023 filing to 134 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 930519115 · Neil Kelly Company, Inc. PY 2024 · 401(k)

Neil Kelly Company, Inc. 401(k) Profit Sharing Plan · $6M · 134 · 45th

  • EIN $6M
  • RANK 134
  • PHOTO 45th
  • IND 401(k)
  • EOY near Deiorio Foods, Inc. 401(k) Plan
  • 5500 ind #3984

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 Oregon →

Neil Kelly Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Neil Kelly Company, Inc. 401(k) Profit Sharing PlanNeil Kelly Company, Inc. 401…$6MDeiorio Foods, Inc. 401(k) PlanDeiorio Foods, Inc. 401(k) P…$6MOmnium Realty Services (Texas), Inc. 401(k) PlanOmnium Realty Services (Texa…$6MAdam's Garden of Eden 401(k) PlanAdam's Garden of Eden 401(k)…$6MR B Construction, Inc. 401(k) Profit Sharing PlanR B Construction, Inc. 401(k…$6M
End-of-year total assets ($M) among Neil Kelly Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$40K
Employer EIN930519115
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neil Kelly Company, Inc.)

Sponsor-wide plan assets over time

All Neil Kelly Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 35.53934693102713% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.47M $6.05M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 100 $4M
2023 1 138 $6M
2024 1 134 $6M

Nearby 401(k) Plans in Oregon

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

Neil Kelly Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Neil Kelly Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.006054586 · Participants: 134Neil Kelly Company, Inc. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Neil Kelly Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Neil Kelly Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Neil Kelly Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Deiorio Foods, Inc. 401(k) Plan in NY ($6M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.

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 Neil Kelly Company, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Neil Kelly Company, Inc. 401(k) Profit Sharing Plan held essentially flat - up 0.7% during 2024, from $6M to $6M. Reported net income was $40K.
How have Neil Kelly Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neil Kelly Company, Inc.'s sponsor-wide assets grew 35.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Neil Kelly Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Deiorio Foods, Inc. 401(k) Plan in NY ($6M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Neil Kelly Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M 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 930519115.

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.