401(k) · DOL Form 5500 · 2024

Jackson Kelly PLLC 401(k) Plan

Data updated 2026-08-25

$147M
Total assets Near avg plan size
275
Participants Below avg headcount
93rd
Percentile by assets National rank
$536,033
Avg per participant High balance/head
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Official DOL plan name: Jackson Kelly PLLC 401(k) Profit Sharing Plan · Sponsored by Jackson Kelly PLLC · West Virginia · Professional & Technical Services

$147M in assets, 275 participants

Jackson Kelly PLLC's Jackson Kelly PLLC 401(k) Profit Sharing Plan reported $147M in total assets and 275 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,962 in Professional & Technical Services (20,173 peers)

Where Jackson Kelly PLLC 401(k) Profit Sharing Plan sits by assets

Jackson Kelly PLLC 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $147M for 275 participants (~$536,033/participant), up 13.1% in 2024.

#18,962
in Professional & Technical Services (20,173 peers)
+13.1%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Jackson Kelly PLLC 401(k) Profit Sharing Plan's outsized position by total assets

Jackson Kelly PLLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$147,409,106 Top 7% higher than 93% 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

Jackson Kelly PLLC 401(k) Profit Sharing 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. Jackson Kelly PLLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (275 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jackson Kelly PLLC 401(k) Profit Sharing Plan reported net income rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Jackson Kelly PLLC 401(k) Profit Sharing Plan end-of-year assets rose from $130M in the plan year 2023 filing to $147M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 550394215 · Jackson Kelly PLLC PY 2024 · 401(k)

Jackson Kelly PLLC 401(k) Profit Sharing Plan · $147M · 275 · 93rd

  • TYPE $147M
  • TYPE 275
  • TYPE 93rd
  • TYPE 401(k)
  • TYPE near Blue Beacon, Inc. Profit Sharing/401(k) Plan
  • TYPE ind #18962

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 Professional & Technical Services retirement plans → · Plans in West Virginia →

Jackson Kelly PLLC 401(k) Profit Sharing Plan in the asset neighbourhood

Lantheus Medical Imaging, Inc. Retirement Savings PlanLantheus Medical Imaging, In…$147MFrontdoor, Inc. 401(k) Plan$147MBlue Beacon, Inc. Profit Sharing/401(k) PlanBlue Beacon, Inc. Profit Sha…$147MJackson Kelly PLLC 401(k) Profit Sharing PlanJackson Kelly PLLC 401(k) Pr…$147MPatriot Growth Insurance Services, LLC 401(k) PlanPatriot Growth Insurance Ser…$147M
End-of-year total assets ($M) among Jackson Kelly PLLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$130M
Net Assets (End of Year)$147M
Net Income$17M
Employer EIN550394215
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Kelly PLLC)

Sponsor-wide plan assets over time

All Jackson Kelly PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$147M 26.369788533737136% vs 2022
2024 filing year
$110M$120M$130M$140M$150M$160M 202220232024 $117M $147M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 277 $117M
2023 1 274 $130M
2024 1 275 $147M

Nearby 401(k) Plans in West Virginia

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

Jackson Kelly PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.5 Total assets ($B) Participants Jackson Kelly PLLC 401(k) Profit Sharing Plan, Total assets ($B): 0.147409106 · Participants: 275Jackson Kelly PLLC 401(k) Profit Sharing PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.177090773 · Participants: 1845Orrick, Herrington & Sutcliffe LLP Retirement PlanVandalia Health System 401(k) Retirement Savings P, Total assets ($B): 0.852839622 · Participants: 0Vandalia Health System 401(k) Retirement Savings PAmerican Public Education Retirement Plan, Total assets ($B): 0.303164024 · Participants: 5717American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255427542 · Participants: 4549West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.2487143 · Participants: 2561United Bankshares, Inc. Savings and Stock Investment Plan
Jackson Kelly PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare Jackson Kelly PLLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jackson Kelly PLLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Blue Beacon, Inc. Profit Sharing/401(k) Plan in KS ($147M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (275 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($147M here).

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Jackson Kelly PLLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Jackson Kelly PLLC 401(k) Profit Sharing Plan grew at a solid clip - up 13.1% during 2024, from $130M to $147M. Reported net income was $17M.
How have Jackson Kelly PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Kelly PLLC's sponsor-wide assets grew 26.4%, from $117M to $147M.
Where does Jackson Kelly PLLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jackson Kelly PLLC 401(k) Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Jackson Kelly PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Beacon, Inc. Profit Sharing/401(k) Plan in KS ($147M, 3,240 participants).
Which 401(k) plans cover a similar participant headcount to Jackson Kelly PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Territorial Savings Bank 401(k) Plan in HI (275 participants, $43M 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 550394215.

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.