401(k) · DOL Form 5500 · 2024

Kelley Bros. LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
297
Participants Below avg headcount
75th
Percentile by assets National rank
$87,427
Avg per participant Below avg balance/head
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Official DOL plan name: Kelley Bros. Salary Savings Plan · Sponsored by Kelley Bros. LLC · New York · Wholesale Trade

$26M in assets, 297 participants

Kelley Bros. LLC's Kelley Bros. Salary Savings Plan reported $26M in total assets and 297 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,417 in Wholesale Trade (6,080 peers)

Coverage in New York

Kelley Bros. Salary Savings Plan covers 297 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $26M.

#4,417
in Wholesale Trade (6,080 peers)
+19.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kelley Bros. Salary Savings Plan's outsized position by total assets

Kelley Bros. Salary Savings Plan vs every filed plan by assets

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

$25,965,726 Top 25% higher than 75% 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 Bros. Salary 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 Bros. Salary Savings Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kelley Bros. Salary Savings Plan end-of-year assets rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Kelley Bros. Salary Savings Plan reported participants rose from 279 in the plan year 2023 filing to 297 in the plan year 2024 filing.
  • Kelley Bros. Salary Savings Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 150511382 · Kelley Bros. LLC PY 2024 · 401(k)

Kelley Bros. Salary Savings Plan · $26M · 297 · 75th

  • TYPE $26M
  • NET 297
  • BOOK 75th
  • VS-ST 401(k)
  • BOY near Clifford & Brown, a Professional Corporation Profit Sharing 401(k) Plan
  • SCH ind #4417

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 Wholesale Trade retirement plans → · Plans in New York →

Kelley Bros. Salary Savings Plan in the asset neighbourhood

Kelley Bros. Salary Savings PlanKelley Bros. Salary Savings …$26MClifford & Brown, a Professional Corporation Profit Sharing 401(k) PlanClifford & Brown, a Professi…$26MThe Hoehn Retirement Plan$26MUster Technologies, Inc. Retirement Savings PlanUster Technologies, Inc. Ret…$26MAltium, Inc. 401(k) Plan$26M
End-of-year total assets ($M) among Kelley Bros. Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN150511382
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelley Bros. LLC)

Sponsor-wide plan assets over time

All Kelley Bros. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 45.51590685650773% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.8M $26M ▲ +45.6%
Year Plans Participants Total Assets
2022 1 268 $18M
2023 1 279 $22M
2024 1 297 $26M

Nearby 401(k) Plans in New York

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

Kelley Bros. Salary Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Kelley Bros. Salary Savings Plan, Total assets ($B): 0.025965726 · Participants: 297Kelley Bros. Salary Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Kelley Bros. Salary Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kelley Bros. Salary Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Clifford & Brown, a Professional Corporation Profit Sharing 401(k) Plan in CA ($26M); by covered participants it is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Bros. Salary Savings Plan assets move in 2024? ▼
Kelley Bros. Salary Savings Plan grew sharply - up 19.1% during 2024, from $22M to $26M. Reported net income was $4M.
How have Kelley Bros. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Bros. LLC's sponsor-wide assets grew 45.5%, from $18M to $26M.
Where does Kelley Bros. Salary Savings Plan rank by assets among Form 5500 filers? ▼
Kelley Bros. Salary Savings Plan ranks in the 75th 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 Kelley Bros. Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clifford & Brown, a Professional Corporation Profit Sharing 401(k) Plan in CA ($26M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Kelley Bros. Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants, $35M 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 150511382.

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.