401(k) · DOL Form 5500 · 2024

The Kelleher Corporation 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
256
Participants Below avg headcount
75th
Percentile by assets National rank
$100,778
Avg per participant Below avg balance/head
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Official DOL plan name: The Kelleher Corporation Retirement Savings Plan · Sponsored by The Kelleher Corporation · California · Wholesale Trade

$26M in assets, 256 participants

The Kelleher Corporation's The Kelleher Corporation Retirement Savings Plan reported $26M in total assets and 256 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.

  • #4,415 in Wholesale Trade (6,080 peers)

Coverage in California

The Kelleher Corporation Retirement Savings Plan covers 256 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $26M.

#4,415
in Wholesale Trade (6,080 peers)
+16.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Kelleher Corporation Retirement Savings Plan's outsized position by total assets

The Kelleher Corporation Retirement Savings Plan vs every filed plan by assets

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

$25,799,075 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

The Kelleher Corporation Retirement 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. The Kelleher Corporation Retirement Savings Plan sits mid-pack in the medium band (256 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Kelleher Corporation Retirement Savings Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Kelleher Corporation Retirement Savings Plan end-of-year assets rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • The Kelleher Corporation Retirement Savings Plan reported participants rose from 242 in the plan year 2023 filing to 256 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 942185173 · The Kelleher Corporation PY 2024 · 401(k)

The Kelleher Corporation Retirement Savings Plan · $26M · 256 · 75th

  • PHOTO $26M
  • PHOTO 256
  • PHOTO 75th
  • PHOTO 401(k)
  • PHOTO near Maple Island, Inc./F.H. Stoltze 401(k) Savings Plan
  • PHOTO ind #4415

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 California →

The Kelleher Corporation Retirement Savings Plan in the asset neighbourhood

The Kelleher Corporation Retirement Savings PlanThe Kelleher Corporation Ret…$26MMaple Island, Inc./F.H. Stoltze 401(k) Savings PlanMaple Island, Inc./F.H. Stol…$26MIves Bank Savings Plan$26MBlue Ridge Envisioneering 401(k) PlanBlue Ridge Envisioneering 40…$26MNearu 401(k) Plan$26M
End-of-year total assets ($M) among The Kelleher Corporation Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN942185173
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Kelleher Corporation)

Sponsor-wide plan assets over time

All The Kelleher Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$26M 34.0649610636451% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.2M $25.8M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 245 $19M
2023 1 242 $22M
2024 1 256 $26M

Nearby 401(k) Plans in California

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

The Kelleher Corporation Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Kelleher Corporation Retirement Savings Plan, Total assets ($B): 0.025799075 · Participants: 256The Kelleher Corporation Retirement Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
The Kelleher Corporation Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Kelleher Corporation Retirement Savings Plan side-by-side with 3 peers →

The Kelleher Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Maple Island, Inc./F.H. Stoltze 401(k) Savings Plan in MN ($26M); by covered participants it is The Architect 401(k) Plan the Printer, Inc. in IA (256 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (256 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 The Kelleher Corporation Retirement Savings Plan assets move in 2024? ▼
The Kelleher Corporation Retirement Savings Plan grew sharply - up 16.2% during 2024, from $22M to $26M. Reported net income was $4M.
How have The Kelleher Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Kelleher Corporation's sponsor-wide assets grew 34.1%, from $19M to $26M.
Where does The Kelleher Corporation Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Kelleher Corporation Retirement 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 The Kelleher Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maple Island, Inc./F.H. Stoltze 401(k) Savings Plan in MN ($26M, 158 participants).
Which 401(k) plans cover a similar participant headcount to The Kelleher Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan the Printer, Inc. in IA (256 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 942185173.

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.