ESOP · DOL Form 5500 · 2023

Keller, Inc. ESOP

Data updated 2026-08-25

$178M
Total assets Near avg plan size
247
Participants Below avg headcount
94th
Percentile by assets National rank
$721,977
Avg per participant High balance/head
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Official DOL plan name: Keller, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Keller, Inc. · Wisconsin · Construction

$178M in assets, 247 participants

Keller, Inc.'s Keller, Inc. Employee Stock Ownership Plan & Trust reported $178M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,400 in Construction (9,030 peers)

Coverage in Wisconsin

Keller, Inc. Employee Stock Ownership Plan & Trust covers 247 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $178M.

#8,400
in Construction (9,030 peers)
+14.6%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Keller, Inc. Employee Stock Ownership Plan & Trust's outsized position by total assets

Keller, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$178,328,341 Top 6% higher than 94% of 127,068 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 2023

Keller, Inc. Employee Stock Ownership Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keller, Inc. Employee Stock Ownership Plan & Trust sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keller, Inc. Employee Stock Ownership Plan & Trust reported net income rose from $13M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Keller, Inc. Employee Stock Ownership Plan & Trust end-of-year assets rose from $156M in the plan year 2022 filing to $178M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390971348 · Keller, Inc. PY 2023 · ESOP

Keller, Inc. Employee Stock Ownership Plan & Trust · $178M · 247 · 94th

  • IND $178M
  • IND 247
  • IND 94th
  • IND ESOP
  • IND near Clune Construction Company Employee Stock Ownership Plan
  • IND ind #8400

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 What is an ESOP? → · Plans in Wisconsin →

Keller, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Manson Construction Co. Non-Craft Employee Stock Ownership PlanManson Construction Co. Non-…$183MRteam Management, Inc. Employee Stock Ownership PlanRteam Management, Inc. Emplo…$183MColumbia Forest Products, Inc. Employee Stock Ownership Plan and TrustColumbia Forest Products, In…$182MClune Construction Company Employee Stock Ownership PlanClune Construction Company E…$180MKeller, Inc. Employee Stock Ownership Plan & TrustKeller, Inc. Employee Stock …$178M
End-of-year total assets ($M) among Keller, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$156M
Net Assets (End of Year)$150M
Net Income$20M
Employer EIN390971348
Plan Effective Date1986-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keller, Inc.)

Sponsor-wide plan assets over time

All Keller, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$236M 30.643138465436405% vs 2022
2024 filing year
$160M$180M$200M$220M$240M$260M 202220232024 $181M $236M ▲ +30.6%
Year Plans Participants Total Assets
2022 2 500 $181M
2023 2 504 $211M
2024 2 521 $236M

Nearby ESOP Plans in Wisconsin

Peer ESOP plans, same state, same plan type, ranked by total assets.

Keller, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 01234 Total assets ($B) Participants Keller, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 0.178328341 · Participants: 247Keller, Inc. Employee Stock Ownership Plan & TrustSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Keller, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Keller, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Keller, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Clune Construction Company Employee Stock Ownership Plan in IL ($180M); by covered participants it is Bloedorn Lumber Co. & Subsidiaries ESOP in WY (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Keller, Inc. Employee Stock Ownership Plan & Trust assets move in 2023? ▼
Keller, Inc. Employee Stock Ownership Plan & Trust grew at a solid clip - up 14.6% during 2023, from $156M to $178M. Reported net income was $20M.
How have Keller, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keller, Inc.'s sponsor-wide assets grew 30.6%, from $181M to $236M.
Where does Keller, Inc. Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
Keller, Inc. Employee Stock Ownership Plan & Trust ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Keller, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Clune Construction Company Employee Stock Ownership Plan in IL ($180M, 483 participants).
Which ESOP plans cover a similar participant headcount to Keller, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Bloedorn Lumber Co. & Subsidiaries ESOP in WY (247 participants, $35M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390971348.

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.