ESOP · DOL Form 5500 · 2024

M. J. Kellner Company ESOP

Data updated 2026-08-25

$29M
Total assets Below avg plan size
101
Participants Small participant base
77th
Percentile by assets National rank
$288,411
Avg per participant High balance/head
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Official DOL plan name: Kellner Employee Stock Ownership Plan · Sponsored by M. J. Kellner Company · Illinois · Wholesale Trade

$29M in assets, 101 participants

M. J. Kellner Company's Kellner Employee Stock Ownership Plan reported $29M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,564 in Wholesale Trade (6,080 peers)

Coverage in Illinois

Kellner Employee Stock Ownership Plan covers 101 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $29M.

#4,564
in Wholesale Trade (6,080 peers)
+14.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kellner Employee Stock Ownership Plan's outsized position by total assets

Kellner Employee Stock Ownership Plan vs every filed plan by assets

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

$29,129,561 Top 23% higher than 77% 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

Kellner Employee Stock Ownership 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. Kellner Employee Stock Ownership Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kellner Employee Stock Ownership Plan reported net income fell from $12M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Kellner Employee Stock Ownership Plan end-of-year assets rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Kellner Employee Stock Ownership Plan reported participants rose from 97 in the plan year 2023 filing to 101 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 371256066 · M. J. Kellner Company PY 2024 · ESOP

Kellner Employee Stock Ownership Plan · $29M · 101 · 77th

  • VS-ST $29M
  • BOY 101
  • SCH 77th
  • EBSA ESOP
  • PART near Paragon Trading, Inc ESOP
  • TYPE ind #4564

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 Illinois →

Kellner Employee Stock Ownership Plan in the asset neighbourhood

Device Engineering Incorporated Employee Stock Ownership PlanDevice Engineering Incorpora…$29MParagon Trading, Inc ESOP$29MKellner Employee Stock Ownership PlanKellner Employee Stock Owner…$29MSos Service, Inc. Employee Stock Ownership PlanSos Service, Inc. Employee S…$29MZachary's Chicago Pizza, Inc. Employee Stock Ownership PlanZachary's Chicago Pizza, Inc…$29M
End-of-year total assets ($M) among Kellner Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN371256066
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (M. J. Kellner Company)

Sponsor-wide plan assets over time

All M. J. Kellner Company plans reported in each filing year

Latest sponsor-wide plan assets
$29M 109.84783245461982% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $13.9M $29.1M ▲ +109.9%
Year Plans Participants Total Assets
2022 1 85 $14M
2023 1 97 $25M
2024 1 101 $29M

Nearby ESOP Plans in Illinois

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

Kellner Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants Kellner Employee Stock Ownership Plan, Total assets ($B): 0.029129561 · Participants: 101Kellner Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Kellner Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Kellner Employee Stock Ownership Plan side-by-side with 3 peers →

Kellner Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Paragon Trading, Inc ESOP in NY ($29M); by covered participants it is Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan in TX (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Kellner Employee Stock Ownership Plan assets move in 2024? ▼
Kellner Employee Stock Ownership Plan grew at a solid clip - up 14.9% during 2024, from $25M to $29M. Reported net income was $4M.
How have M. J. Kellner Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M. J. Kellner Company's sponsor-wide assets grew 109.8%, from $14M to $29M.
Where does Kellner Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kellner Employee Stock Ownership Plan ranks in the 77th 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 ESOP plans are similar in size to Kellner Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Paragon Trading, Inc ESOP in NY ($29M, 13 participants).
Which ESOP plans cover a similar participant headcount to Kellner Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan in TX (101 participants, $20M 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 371256066.

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.