401(k) · DOL Form 5500 · 2024

Kelly Tractor Co. 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
472
Participants Below avg headcount
87th
Percentile by assets National rank
$146,752
Avg per participant Above avg balance/head
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Official DOL plan name: Kelly Tractor Co. Savings & Profit Sharing Plan · Sponsored by Kelly Tractor Co. · Florida · Other Services

$69M in assets, 472 participants

Kelly Tractor Co.'s Kelly Tractor Co. Savings & Profit Sharing Plan reported $69M in total assets and 472 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,323 in Other Services (7,719 peers)

Where Kelly Tractor Co. Savings & Profit Sharing Plan sits by assets

Kelly Tractor Co. Savings & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $69M for 472 participants (~$146,752/participant), up 14.2% in 2024.

#7,323
in Other Services (7,719 peers)
+14.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Kelly Tractor Co. Savings & Profit Sharing Plan's outsized position by total assets

Kelly Tractor Co. Savings & Profit Sharing Plan vs every filed plan by assets

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

$69,266,924 Top 13% higher than 87% 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

Kelly Tractor Co. Savings & 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. Kelly Tractor Co. Savings & Profit Sharing Plan sits mid-pack in the medium band (472 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kelly Tractor Co. Savings & Profit Sharing Plan end-of-year assets rose from $61M in the plan year 2023 filing to $69M in the plan year 2024 filing.
  • Kelly Tractor Co. Savings & Profit Sharing Plan reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Kelly Tractor Co. Savings & Profit Sharing Plan reported participants rose from 432 in the plan year 2023 filing to 472 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 590197630 · Kelly Tractor Co. PY 2024 · 401(k)

Kelly Tractor Co. Savings & Profit Sharing Plan · $69M · 472 · 87th

  • BOY $69M
  • SCH 472
  • EBSA 87th
  • PART 401(k)
  • TYPE near The Randall Group, Inc. Retirement Plan
  • NET ind #7323

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 Other Services retirement plans → · Plans in Florida →

Kelly Tractor Co. Savings & Profit Sharing Plan in the asset neighbourhood

Kelly Tractor Co. Savings & Profit Sharing PlanKelly Tractor Co. Savings & …$69MMcelroy Metal Mill, Inc. Profit Sharing & 401(k) PlanMcelroy Metal Mill, Inc. Pro…$69MThe Randall Group, Inc. Retirement PlanThe Randall Group, Inc. Reti…$69MPyramid Healthcare, Inc. 401(k) Retirement PlanPyramid Healthcare, Inc. 401…$69MKumon North America, Inc. 401(k) PlanKumon North America, Inc. 40…$69M
End-of-year total assets ($M) among Kelly Tractor Co. Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$69M
Net Income$9M
Employer EIN590197630
Plan Effective Date1965-06-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelly Tractor Co.)

Sponsor-wide plan assets over time

All Kelly Tractor Co. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 38.15392746255652% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $50.1M $69.3M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 417 $50M
2023 1 432 $61M
2024 1 472 $69M

Nearby 401(k) Plans in Florida

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

Kelly Tractor Co. Savings & Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Kelly Tractor Co. Savings & Profit Sharing Plan, Total assets ($B): 0.069266924 · Participants: 472Kelly Tractor Co. Savings & Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Kelly Tractor Co. Savings & Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Kelly Tractor Co. Savings & Profit Sharing Plan side-by-side with 3 peers →

Kelly Tractor Co. Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Randall Group, Inc. Retirement Plan in OR ($69M); by covered participants it is Sp Holdings, Inc. 401(k) Plan in WA (472 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (472 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 Kelly Tractor Co. Savings & Profit Sharing Plan assets move in 2024? ▼
Kelly Tractor Co. Savings & Profit Sharing Plan grew at a solid clip - up 14.2% during 2024, from $61M to $69M. Reported net income was $9M.
How have Kelly Tractor Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly Tractor Co.'s sponsor-wide assets grew 38.2%, from $50M to $69M.
Where does Kelly Tractor Co. Savings & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kelly Tractor Co. Savings & Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kelly Tractor Co. Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Randall Group, Inc. Retirement Plan in OR ($69M, 286 participants).
Which 401(k) plans cover a similar participant headcount to Kelly Tractor Co. Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sp Holdings, Inc. 401(k) Plan in WA (472 participants, $99M 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 590197630.

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.