401(k) · DOL Form 5500 · 2024

Jh Kelly Holdings LLC 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
271
Participants Below avg headcount
89th
Percentile by assets National rank
$315,705
Avg per participant High balance/head
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Official DOL plan name: Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan · Sponsored by Jh Kelly Holdings LLC · Washington · Construction

$86M in assets, 271 participants

Jh Kelly Holdings LLC's Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan reported $86M in total assets and 271 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.

  • #7,914 in Construction (9,039 peers)

Coverage in Washington

Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan covers 271 participants in Washington, about 18% of the average Washington filer (state average ~1,476 per filing). Assets: $86M.

#7,914
in Construction (9,039 peers)
+24.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan's outsized position by total assets

Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$85,556,103 Top 11% higher than 89% 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

Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing 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. Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan reported net income rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan end-of-year assets rose from $69M in the plan year 2023 filing to $86M in the plan year 2024 filing.
  • Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan reported participants rose from 227 in the plan year 2023 filing to 271 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 911704136 · Jh Kelly Holdings LLC PY 2024 · 401(k)

Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan · $86M · 271 · 89th

  • EBSA $86M
  • EBSA 271
  • EBSA 89th
  • EBSA 401(k)
  • EBSA near Ho-Chunk Nation 401(k) Plan & Trust
  • EBSA ind #7914

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 Construction retirement plans → · Plans in Washington →

Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan in the asset neighbourhood

Iconiq Capital 401(k) Plan$86MJh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing PlanJh Kelly Holdings LLC Non-Un…$86MHo-Chunk Nation 401(k) Plan & TrustHo-Chunk Nation 401(k) Plan …$86MValid Management LLC 401(k) Profit Sharing PlanValid Management LLC 401(k) …$86MTweedy, Browne Company LLC Profit Sharing PlanTweedy, Browne Company LLC P…$86M
End-of-year total assets ($M) among Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$86M
Net Income$17M
Employer EIN911704136
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jh Kelly Holdings LLC)

Sponsor-wide plan assets over time

All Jh Kelly Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$122M 43.52180139319506% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $85.3M $122M ▲ +43.5%
Year Plans Participants Total Assets
2022 2 1,670 $85M
2023 2 1,886 $103M
2024 2 2,034 $122M

Nearby 401(k) Plans in Washington

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

Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan, Total assets ($B): 0.085556103 · Participants: 271Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Ho-Chunk Nation 401(k) Plan & Trust in WI ($86M); by covered participants it is Action Rentals Holdings, LLC in FL (271 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($86M here).

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan assets move in 2024? ▼
Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan grew sharply - up 24.2% during 2024, from $69M to $86M. Reported net income was $17M.
How have Jh Kelly Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jh Kelly Holdings LLC's sponsor-wide assets grew 43.5%, from $85M to $122M.
Where does Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing 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 Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ho-Chunk Nation 401(k) Plan & Trust in WI ($86M, 2,234 participants).
Which 401(k) plans cover a similar participant headcount to Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Action Rentals Holdings, LLC in FL (271 participants, $509K 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 911704136.

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.