401(k) · DOL Form 5500 · 2024

Kelly Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
21
Participants Small participant base
44th
Percentile by assets National rank
$270,303
Avg per participant High balance/head
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Official DOL plan name: Kelly Financial Group, LLC 401(k) P/S Plan · Sponsored by Kelly Financial Group, LLC · Maryland · Finance & Insurance

$6M in assets, 21 participants

Kelly Financial Group, LLC's Kelly Financial Group, LLC 401(k) P/S Plan reported $6M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,571 in Finance & Insurance (8,549 peers)

Kelly Financial Group, LLC multi-year trail

Kelly Financial Group, LLC's plans moved +53.9% in assets from 2022 to 2024; this filing shows Kelly Financial Group, LLC 401(k) P/S Plan at $6M / 21 participants.

#2,571
in Finance & Insurance (8,549 peers)
+20.3%
assets growth YoY

Kelly Financial Group, LLC 401(k) P/S Plan's mid-pack asset rank among Finance & Insurance and all filers

Kelly Financial Group, LLC 401(k) P/S Plan vs every filed plan by assets

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

$5,676,356 44th percentile higher than 44% 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

Kelly Financial Group, LLC 401(k) P/S Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelly Financial Group, LLC 401(k) P/S Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kelly Financial Group, LLC 401(k) P/S Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Kelly Financial Group, LLC 401(k) P/S Plan reported participants rose from 19 in the plan year 2023 filing to 21 in the plan year 2024 filing.
  • Kelly Financial Group, LLC 401(k) P/S Plan reported net income fell from $1M in the plan year 2023 filing to $959K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 522048177 · Kelly Financial Group, LLC PY 2024 · 401(k)

Kelly Financial Group, LLC 401(k) P/S Plan · $6M · 21 · 44th

  • BOY $6M
  • BOY 21
  • BOY 44th
  • BOY 401(k)
  • BOY near Upper Left Capital Corp. 401(k) Plan
  • BOY ind #2571

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 Finance & Insurance retirement plans → · Plans in Maryland →

Kelly Financial Group, LLC 401(k) P/S Plan in the asset neighbourhood

Kelly Financial Group, LLC 401(k) P/S PlanKelly Financial Group, LLC 4…$6MUpper Left Capital Corp. 401(k) PlanUpper Left Capital Corp. 401…$6MBaringa Partners 401(k) Plan$6MHess Services Retirement Plan$6MMaui Land & Pineapple Company, Inc. Retirement Savings PlanMaui Land & Pineapple Compan…$6M
End-of-year total assets ($M) among Kelly Financial Group, LLC 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kelly Financial Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Kelly Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 53.887252937798856% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.69M $5.68M ▲ +53.9%
Year Plans Participants Total Assets
2022 1 20 $4M
2023 1 19 $5M
2024 1 21 $6M

Kelly Financial Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$959K
Employer EIN522048177
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Kelly Financial Group, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kelly Financial Group, LLC 401(k) P/S Plan, Total assets ($B): 0.005676356 · Participants: 21Kelly Financial Group, LLC 401(k) P/S PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Kelly Financial Group, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Kelly Financial Group, LLC 401(k) P/S Plan side-by-side with 3 peers →

Kelly Financial Group, LLC 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Upper Left Capital Corp. 401(k) Plan in OR ($6M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Kelly Financial Group, LLC 401(k) P/S Plan assets move in 2024? ▼
Kelly Financial Group, LLC 401(k) P/S Plan grew sharply - up 20.3% during 2024, from $5M to $6M. Reported net income was $959K.
How have Kelly Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly Financial Group, LLC's sponsor-wide assets grew 53.9%, from $4M to $6M.
Which 401(k) plans are similar in size to Kelly Financial Group, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Upper Left Capital Corp. 401(k) Plan in OR ($6M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Kelly Financial Group, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 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 522048177.

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.