401(k) · DOL Form 5500 · 2024

Kelley Trucking Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
153
Participants Small participant base
70th
Percentile by assets National rank
$128,122
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kelley Trucking Inc. 401(k) Savings Plan · Sponsored by Kelley Trucking Inc. · Colorado · Construction

$20M in assets, 153 participants

Kelley Trucking Inc.'s Kelley Trucking Inc. 401(k) Savings Plan reported $20M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,216 in Construction (9,039 peers)

Coverage in Colorado

Kelley Trucking Inc. 401(k) Savings Plan covers 153 participants in Colorado, about 41% of the average Colorado filer (state average ~376 per filing). Assets: $20M.

#6,216
in Construction (9,039 peers)
+20.2%
assets growth YoY

Kelley Trucking Inc. 401(k) Savings Plan's outsized position by total assets

Kelley Trucking Inc. 401(k) Savings Plan vs every filed plan by assets

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

$19,602,658 Top 30% higher than 70% 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

Kelley Trucking Inc. 401(k) Savings 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. Kelley Trucking Inc. 401(k) Savings Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kelley Trucking Inc. 401(k) Savings Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 840840340 · Kelley Trucking Inc. PY 2024 · 401(k)

Kelley Trucking Inc. 401(k) Savings Plan · $20M · 153 · 70th

  • BOY $20M
  • SCH 153
  • EBSA 70th
  • PART 401(k)
  • TYPE near Cobalt Credit Union 401(k) Plan
  • NET ind #6216

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 Colorado →

Kelley Trucking Inc. 401(k) Savings Plan in the asset neighbourhood

Kelley Trucking Inc. 401(k) Savings PlanKelley Trucking Inc. 401(k) …$20MCobalt Credit Union 401(k) PlanCobalt Credit Union 401(k) P…$20MCapital Properties Services, LLC 401(k) PlanCapital Properties Services,…$20MThe Buckeye Ranch 401(k) Plan$20MNorthstar Energy Management LLC Dba Novasource Power Services PlanNorthstar Energy Management …$20M
End-of-year total assets ($M) among Kelley Trucking Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN840840340
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelley Trucking Inc.)

Sponsor-wide plan assets over time

All Kelley Trucking Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 50.248263085826494% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.1M $19.6M ▲ +50.2%
Year Plans Participants Total Assets
2022 1 121 $13M
2023 1 154 $16M
2024 1 153 $20M

Nearby 401(k) Plans in Colorado

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

Kelley Trucking Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Kelley Trucking Inc. 401(k) Savings Plan, Total assets ($B): 0.019602658 · Participants: 153Kelley Trucking Inc. 401(k) Savings PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Kelley Trucking Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Kelley Trucking Inc. 401(k) Savings Plan side-by-side with 3 peers →

Kelley Trucking Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Cobalt Credit Union 401(k) Plan in NE ($20M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Kelley Trucking Inc. 401(k) Savings Plan assets move in 2024? ▼
Kelley Trucking Inc. 401(k) Savings Plan grew sharply - up 20.2% during 2024, from $16M to $20M. Reported net income was $3M.
How have Kelley Trucking Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Trucking Inc.'s sponsor-wide assets grew 50.2%, from $13M to $20M.
Which 401(k) plans are similar in size to Kelley Trucking Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cobalt Credit Union 401(k) Plan in NE ($20M, 260 participants).
Which 401(k) plans cover a similar participant headcount to Kelley Trucking Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Guardian Warranty 401(k) Plan in IL (153 participants, N/A 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 840840340.

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.