401(k) · DOL Form 5500 · 2024

Kellex Corporation (Dba Kellex Seating) 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
252
Participants Below avg headcount
38th
Percentile by assets National rank
$15,685
Avg per participant Low balance/head
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Official DOL plan name: Kellex Corporation 401(k) Plan · Sponsored by Kellex Corporation (Dba Kellex Seating) · North Carolina · Retail Trade

$4M in assets, 252 participants

Kellex Corporation (Dba Kellex Seating)'s Kellex Corporation 401(k) Plan reported $4M in total assets and 252 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,959 in Retail Trade (8,048 peers)

Coverage in North Carolina

Kellex Corporation 401(k) Plan covers 252 participants in North Carolina, about 31% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#3,959
in Retail Trade (8,048 peers)
+12.6%
assets growth YoY

Kellex Corporation 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Kellex Corporation 401(k) Plan vs every filed plan by assets

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

$3,952,657 38th percentile higher than 38% 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

Kellex Corporation 401(k) 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. Kellex Corporation 401(k) Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kellex Corporation 401(k) Plan reported net income fell from $867K in the plan year 2023 filing to $441K in the plan year 2024 filing.
  • Kellex Corporation 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Kellex Corporation 401(k) Plan reported participants fell from 265 in the plan year 2023 filing to 252 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 341778548 · Kellex Corporation (Dba Kellex Seating) PY 2024 · 401(k)

Kellex Corporation 401(k) Plan · $4M · 252 · 38th

  • EOY $4M
  • 5500 252
  • ASSETS 38th
  • PCT 401(k)
  • EIN near Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan
  • RANK ind #3959

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 Retail Trade retirement plans → · Plans in North Carolina →

Kellex Corporation 401(k) Plan in the asset neighbourhood

Kellex Corporation 401(k) PlanKellex Corporation 401(k) Pl…$4MRollins & Petersen Orthodontics, PLC 401(k) Profit Sharing PlanRollins & Petersen Orthodont…$4MThe Millennia Housing Management, Ltd. 401(k) PlanThe Millennia Housing Manage…$4MSeymour-Midwest Retirement PlanSeymour-Midwest Retirement P…$4MSwk Management, Inc. 401(k) PlanSwk Management, Inc. 401(k) …$4M
End-of-year total assets ($M) among Kellex Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$441K
Employer EIN341778548
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kellex Corporation (Dba Kellex Seating))

Sponsor-wide plan assets over time

All Kellex Corporation (Dba Kellex Seating) plans reported in each filing year

Latest sponsor-wide plan assets
$4M 49.46131780888013% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.64M $3.95M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 226 $3M
2023 1 265 $4M
2024 1 252 $4M

Nearby 401(k) Plans in North Carolina

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

Kellex Corporation 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Kellex Corporation 401(k) Plan, Total assets ($B): 0.003952657 · Participants: 252Kellex Corporation 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Kellex Corporation 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Kellex Corporation 401(k) Plan side-by-side with 3 peers →

Kellex Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan in AZ ($4M); by covered participants it is Gilcrest-Jewett Lumber Company Profit Sharing Plan in IA (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Kellex Corporation 401(k) Plan assets move in 2024? ▼
Kellex Corporation 401(k) Plan grew at a solid clip - up 12.6% during 2024, from $4M to $4M. Reported net income was $441K.
How have Kellex Corporation (Dba Kellex Seating) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kellex Corporation (Dba Kellex Seating)'s sponsor-wide assets grew 49.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Kellex Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan in AZ ($4M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Kellex Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gilcrest-Jewett Lumber Company Profit Sharing Plan in IA (252 participants, N/A 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 341778548.

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.