401(k) · DOL Form 5500 · 2024

Kelley Health Holdings Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
201
Participants Below avg headcount
32nd
Percentile by assets National rank
$12,941
Avg per participant Low balance/head
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Official DOL plan name: Kelley Health Holdings, Inc. 401(k) Plan · Sponsored by Kelley Health Holdings Inc · Alabama · Healthcare & Social Assistance

$3M in assets, 201 participants

Kelley Health Holdings Inc's Kelley Health Holdings, Inc. 401(k) Plan reported $3M in total assets and 201 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,374 in Healthcare & Social Assistance (16,916 peers)

Kelley Health Holdings Inc multi-year trail

Kelley Health Holdings Inc's plans moved +52.5% in assets from 2022 to 2024; this filing shows Kelley Health Holdings, Inc. 401(k) Plan at $3M / 201 participants.

#5,374
in Healthcare & Social Assistance (16,916 peers)
+17.4%
assets growth YoY

Kelley Health Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

Kelley Health Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$2,601,234 32nd percentile higher than 32% 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 Health Holdings, Inc. 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 Health Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kelley Health Holdings, Inc. 401(k) Plan reported net income fell from $510K in the plan year 2023 filing to $386K in the plan year 2024 filing.
  • Kelley Health Holdings, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Kelley Health Holdings, Inc. 401(k) Plan reported participants rose from 175 in the plan year 2023 filing to 201 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 463216610 · Kelley Health Holdings Inc PY 2024 · 401(k)

Kelley Health Holdings, Inc. 401(k) Plan · $3M · 201 · 32nd

  • SCH $3M
  • SCH 201
  • SCH 32nd
  • SCH 401(k)
  • SCH near Princeton Orthodontics Retirement Plan
  • SCH ind #5374

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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →

Kelley Health Holdings, Inc. 401(k) Plan in the asset neighbourhood

Kelley Health Holdings, Inc. 401(k) PlanKelley Health Holdings, Inc.…$3MPrinceton Orthodontics Retirement PlanPrinceton Orthodontics Retir…$3MMyers Well Service, Inc. 401(k) PlanMyers Well Service, Inc. 401…$3MIcentris, Inc 401(k) Plan$3MMichael a. Baiker, Dds 401(k) PlanMichael a. Baiker, Dds 401(k…$3M
End-of-year total assets ($M) among Kelley Health Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kelley Health Holdings Inc multi-year asset trail

Sponsor-wide plan assets over time

All Kelley Health Holdings Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 52.51915406097755% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.71M $2.6M ▲ +52.0%
Year Plans Participants Total Assets
2022 1 155 $2M
2023 1 175 $2M
2024 1 201 $3M

Kelley Health Holdings Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$386K
Employer EIN463216610
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Kelley Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Kelley Health Holdings, Inc. 401(k) Plan, Total assets ($B): 0.002601234 · Participants: 201Kelley Health Holdings, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Kelley Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Kelley Health Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Kelley Health Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Princeton Orthodontics Retirement Plan in NJ ($3M); by covered participants it is Osi Digital, Inc. 401(k) Plan in CA (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Health Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Kelley Health Holdings, Inc. 401(k) Plan grew sharply - up 17.4% during 2024, from $2M to $3M. Reported net income was $386K.
How have Kelley Health Holdings Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Health Holdings Inc's sponsor-wide assets grew 52.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Kelley Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Princeton Orthodontics Retirement Plan in NJ ($3M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Kelley Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osi Digital, Inc. 401(k) Plan in CA (201 participants, $21M 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 463216610.

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.