401(k) · DOL Form 5500 · 2024

Kelley Automotive Group, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
550
Participants Below avg headcount
76th
Percentile by assets National rank
$50,860
Avg per participant Low balance/head
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Official DOL plan name: Kelley Automotive Group, LLC 401(k) Plan · Sponsored by Kelley Automotive Group, LLC · Indiana · Retail Trade

$28M in assets, 550 participants

Kelley Automotive Group, LLC's Kelley Automotive Group, LLC 401(k) Plan reported $28M in total assets and 550 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,872 in Retail Trade (8,048 peers)

Where Kelley Automotive Group, LLC 401(k) Plan sits by assets

Kelley Automotive Group, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 550 participants (~$50,860/participant), up 14.9% in 2024.

#6,872
in Retail Trade (8,048 peers)
+14.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kelley Automotive Group, LLC 401(k) Plan's outsized position by total assets

Kelley Automotive Group, LLC 401(k) Plan vs every filed plan by assets

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

$27,972,756 Top 24% higher than 76% 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

Kelley Automotive Group, LLC 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. Kelley Automotive Group, LLC 401(k) Plan sits mid-pack in the medium band (550 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kelley Automotive Group, LLC 401(k) Plan reported participants rose from 419 in the plan year 2023 filing to 550 in the plan year 2024 filing.
  • Kelley Automotive Group, LLC 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 272098643 · Kelley Automotive Group, LLC PY 2024 · 401(k)

Kelley Automotive Group, LLC 401(k) Plan · $28M · 550 · 76th

  • SCH $28M
  • EBSA 550
  • PART 76th
  • TYPE 401(k)
  • NET near Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust
  • BOOK ind #6872

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 Indiana →

Kelley Automotive Group, LLC 401(k) Plan in the asset neighbourhood

Administrative Control Services, Inc. Employee Directed Retirement and 401(k) Savings PlanAdministrative Control Servi…$28MKelley Automotive Group, LLC 401(k) PlanKelley Automotive Group, LLC…$28MEvans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and TrustEvans Griffiths & Hart, Inc.…$28MCleveland Mack Sales, Inc. 401(k) PlanCleveland Mack Sales, Inc. 4…$28MImmediate Health 401(k) Plan$28M
End-of-year total assets ($M) among Kelley Automotive Group, LLC 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)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN272098643
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelley Automotive Group, LLC)

Sponsor-wide plan assets over time

All Kelley Automotive Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 35.61805998595277% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.6M $28M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 386 $21M
2023 1 419 $24M
2024 1 550 $28M

Nearby 401(k) Plans in Indiana

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

Kelley Automotive Group, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Kelley Automotive Group, LLC 401(k) Plan, Total assets ($B): 0.027972756 · Participants: 550Kelley Automotive Group, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Kelley Automotive Group, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Kelley Automotive Group, LLC 401(k) Plan side-by-side with 3 peers →

Kelley Automotive Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust in MA ($28M); by covered participants it is Chartway Federal Credit Union 401(k) Retirement Savings Plan in VA (550 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (550 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 Kelley Automotive Group, LLC 401(k) Plan assets move in 2024? ▼
Kelley Automotive Group, LLC 401(k) Plan grew at a solid clip - up 14.9% during 2024, from $24M to $28M. Reported net income was $4M.
How have Kelley Automotive Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Automotive Group, LLC's sponsor-wide assets grew 35.6%, from $21M to $28M.
Where does Kelley Automotive Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Kelley Automotive Group, LLC 401(k) Plan ranks in the 76th 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 Kelley Automotive Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust in MA ($28M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Kelley Automotive Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chartway Federal Credit Union 401(k) Retirement Savings Plan in VA (550 participants, $45M 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 272098643.

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.