401(k) · DOL Form 5500 · 2024

Keller Williams Realty, LLC 401(k) Plan

Data updated 2026-08-11

$83M
Total assets
571
Participants
89th
Percentile by assets
$145,427
Avg per participant
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Official DOL plan name: Kwri 401(k) Plan · Sponsored by Keller Williams Realty, LLC · Texas · Real Estate

$83M in assets, 571 participants

Keller Williams Realty, LLC's Kwri 401(k) Plan reported $83M in total assets and 571 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 123,622 plans)
  • #4,431 in Real Estate (4,605 peers)

Where Kwri 401(k) Plan sits by assets

Kwri 401(k) Plan sits in the top quartile of all filed plans by assets, $83M for 571 participants (~$145,427/participant), up 15.4% in 2024.

$83M
total plan assets (2024 EOY)
571
covered participants
89th
percentile by assets (of 123,622 plans)
$145,427
avg assets per participant

Where Kwri 401(k) Plan sits by total assets

Kwri 401(k) Plan vs every filed plan by assets

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

$83,038,731 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kwri 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Kwri 401(k) Plan reported participants fell from 979 in the plan year 2023 filing to 571 in the plan year 2024 filing.
  • Kwri 401(k) Plan end-of-year assets rose from $72M in the plan year 2023 filing to $83M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Texas
Industry
Real Estate

Kwri 401(k) Plan vs the 2024 asset distribution

By assets, Kwri 401(k) Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$83M
Net Income$11M
Employer EIN742756628
Plan Effective Date2006-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keller Williams Realty, LLC)

$65M$70M$75M$80M$85M 202220232024 $69.1M $83M ▲ +20.3%
Total plan assets by year, all Keller Williams Realty, LLC plans on file
Year Plans Participants Total Assets
2022 1 1,360 $69M
2023 1 979 $72M
2024 1 571 $83M

Nearby 401(k) Plans in Texas

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

Kwri 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Kwri 401(k) Plan, Total assets ($B): 0.083038731 · Participants: 571Kwri 401(k) PlanAT&T Retirement Savi…, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings P…Chevron Employee Sav…, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Sav…Caterpillar 401(k) S…, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) S…Southwest Airlines C…, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines C…
Kwri 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Kwri 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Kwri 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Kwri 401(k) Plan assets move in 2024? ▼
Kwri 401(k) Plan grew sharply - up 15.4% during 2024, from $72M to $83M. Reported net income was $11M.
How have Keller Williams Realty, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keller Williams Realty, LLC's sponsor-wide assets grew 20.3%, from $69M to $83M.
Where does Kwri 401(k) Plan rank by assets among Form 5500 filers? ▼
Kwri 401(k) Plan ranks in the 89th 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 Kwri 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keplr Vision 401(k) Plan in IL ($83M, 3,052 participants).

Next read for Kwri 401(k) Plan

Scale reading

Ways to act on Kwri 401(k) Plan's numbers.

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 742756628.

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.