401(k) · DOL Form 5500 · 2024

Kelly Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
40
Participants Small participant base
26th
Percentile by assets National rank
$34,279
Avg per participant Low balance/head
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Official DOL plan name: Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Kelly Brothers, Inc. · Florida · Construction

$1M in assets, 40 participants

Kelly Brothers, Inc.'s Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust reported $1M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,192 in Construction (9,039 peers)

Kelly Brothers, Inc. multi-year trail

Kelly Brothers, Inc.'s plans moved +65.3% in assets from 2022 to 2024; this filing shows Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust at $1M / 40 participants.

#2,192
in Construction (9,039 peers)
+24.5%
assets growth YoY

Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,371,154 26th percentile higher than 26% 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 Brothers, Inc. 401(k) Profit Sharing Plan and 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. Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 37 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 592069592 · Kelly Brothers, Inc. PY 2024 · 401(k)

Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust · $1M · 40 · 26th

  • EBSA $1M
  • PART 40
  • TYPE 26th
  • NET 401(k)
  • BOOK near Metro Medical Credit Union 401(k)
  • VS-ST ind #2192

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 Florida →

Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Kelly Brothers, Inc. 401(k) Profit Sharing Plan and TrustKelly Brothers, Inc. 401(k) …$1MMetro Medical Credit Union 401(k)Metro Medical Credit Union 4…$1MBarrett Technology LLC Profit Sharing Plan TrustBarrett Technology LLC Profi…$1MHearing Care Solutions Inc - 401(k)Hearing Care Solutions Inc -…$1MArchytas Automation Inc. Retirement PlanArchytas Automation Inc. Ret…$1M
End-of-year total assets ($M) among Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kelly Brothers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kelly Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 65.29407226312922% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.83M $1.37M ▲ +65.1%
Year Plans Participants Total Assets
2022 1 42 $830K
2023 1 37 $1M
2024 1 40 $1M

Kelly Brothers, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$270K
Employer EIN592069592
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001371154 · Participants: 40Kelly Brothers, Inc. 401(k) Profit Sharing Plan and TrustL3harris 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 Brothers, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Metro Medical Credit Union 401(k) in TX ($1M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Brothers, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 24.5% during 2024, from $1M to $1M. Reported net income was $270K.
How have Kelly Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly Brothers, Inc.'s sponsor-wide assets grew 65.3%, from $830K to $1M.
Which 401(k) plans are similar in size to Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Metro Medical Credit Union 401(k) in TX ($1M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Kelly Brothers, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants, $982K 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 592069592.

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.