ESOP · DOL Form 5500 · 2023
Keller, Inc. ESOP
Data updated 2026-08-11
- $178M
- Total assets
- 247
- Participants
- 94th
- Percentile by assets
- $721,977
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $178M
- total plan assets (2023 EOY)
- 247
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $721,977
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Keller, Inc. Employee Stock Ownership Plan & Trust reports 247 participants - about 44% of that state average ($178M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $156M |
|---|---|
| Net Assets (End of Year) | $150M |
| Net Income | $20M |
| Employer EIN | 390971348 |
| Plan Effective Date | 1986-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Keller, Inc.)
| 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
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Keller, Inc. Employee Stock Ownership Plan & Trust by total assets, not by location.
- Clune Construction Company Employee Stock Ownership Plan (IL) $180M · 483
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust (NC) $182M · 1,330
- Rteam Management, Inc. Employee Stock Ownership Plan (OH) $183M · 588
- Manson Construction Co. Non-Craft Employee Stock Ownership Plan (WA) $183M · 310
Frequently Asked Questions
How did Keller, Inc. Employee Stock Ownership Plan & Trust assets move in 2023? ▼
How have Keller, Inc. plan assets changed over time? ▼
Where does Keller, Inc. Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Keller, Inc. Employee Stock Ownership Plan & Trust's numbers.
- By total assets, Keller, Inc. Employee Stock Ownership Plan & Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Keller, Inc.'s sponsor-wide assets have grown 30.6% since 2022 across 3 plan years on file. More Construction plans