401(k) · DOL Form 5500 · 2024

Keller Williams Realty, LLC 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size: 571
Participants Below avg headcount: 89th
Percentile by assets National rank: $145,427
Avg per participant Above avg balance/head

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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.

#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.

#4,431
in Real Estate (4,605 peers): +15.4%
assets growth YoY: 0.8×
vs typical plan assets (national mean)

Kwri 401(k) Plan's outsized position 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

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Kwri 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. Kwri 401(k) Plan sits mid-pack in the medium band (571 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

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 →

Plan-year Form 5500 strip

Filing strip 742756628 · Keller Williams Realty, LLC PY 2024 · 401(k)

Kwri 401(k) Plan · $83M · 571 · 89th

TYPE $83M
TYPE 571
TYPE 89th
TYPE 401(k)
TYPE near Keplr Vision 401(k) Plan
TYPE ind #4431

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 Real Estate retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Kwri 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$72M
Net Assets (End of Year)	$83M
Net Income	$11M
Employer EIN	742756628
Plan Effective Date	2006-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Keller Williams Realty, LLC)

Latest sponsor-wide plan assets: $83M 20.262596175159413% vs 2022; 2024 filing year

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

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Kwri 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Keplr Vision 401(k) Plan in IL ($83M); by covered participants it is Gtt Americas 401(k) Plan in VA (571 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Keplr Vision 401(k) Plan (IL) $83M · 3,052
Neuro Rehab Assoc. D/B/a Northeast Rehab 401(k) Plan (NH) $83M · 685
Odyssey Logistics & Technology Corporation 401(k) Plan (CT) $83M · 1,511
Rehau Retirement Savings Plan (VA) $83M · 953

Similar participant headcount

Nearest other-state filings by covered participants (571 participants); asset peers above are excluded.

Gtt Americas 401(k) Plan (VA) 571 · 0 off
Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan (UT) 571 · 0 off
Sirius Technical Services, Inc. 401(k) Plan (AL) 571 · 0 off
Tireco, Inc. 401(k) Profit Sharing Plan (CA) 571 · 0 off

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 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).

Which 401(k) plans cover a similar participant headcount to Kwri 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Gtt Americas 401(k) Plan in VA (571 participants, $76M 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 742756628.