401(k) · DOL Form 5500 · 2024
Kelly & Associates Insurance Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 533
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $127,885
- Avg per participant Near avg balance/head
Official DOL plan name: Kelly & Associates Insurance Group, Inc. 401(k) Plan · Sponsored by Kelly & Associates Insurance Group, Inc. · Maryland · Finance & Insurance
$68M in assets, 533 participants
Kelly & Associates Insurance Group, Inc.'s Kelly & Associates Insurance Group, Inc. 401(k) Plan reported $68M in total assets and 533 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #6,874 in Finance & Insurance (8,549 peers)
Where Kelly & Associates Insurance Group, Inc. 401(k) Plan sits by assets
Kelly & Associates Insurance Group, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $68M for 533 participants (~$127,885/participant), up 16.4% in 2024.
- #6,874
- in Finance & Insurance (8,549 peers)
- +16.4%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Kelly & Associates Insurance Group, Inc. 401(k) Plan's outsized position by total assets
Kelly & Associates Insurance Group, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$68,162,735 Top 13% higher than 87% 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
Kelly & Associates Insurance Group, 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. Kelly & Associates Insurance Group, Inc. 401(k) Plan sits mid-pack in the medium band (533 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kelly & Associates Insurance Group, Inc. 401(k) Plan end-of-year assets rose from $59M in the plan year 2023 filing to $68M in the plan year 2024 filing.
- Kelly & Associates Insurance Group, Inc. 401(k) Plan reported participants rose from 518 in the plan year 2023 filing to 533 in the plan year 2024 filing.
- Kelly & Associates Insurance Group, Inc. 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
DOL schedule card
Filing strip 521066374 · Kelly & Associates Insurance Group, Inc. PY 2024 · 401(k)
Kelly & Associates Insurance Group, Inc. 401(k) Plan · $68M · 533 · 87th
- 5500 $68M
- 5500 533
- 5500 87th
- 5500 401(k)
- 5500 near Capehart & Scatchard, P.a. Retirement Savings Plan
- 5500 ind #6874
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 & Associates Insurance Group, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | $10M |
| Employer EIN | 521066374 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kelly & Associates Insurance Group, Inc.)
Sponsor-wide plan assets over time
All Kelly & Associates Insurance Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $68M 39.93301304274858% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 469 | $49M |
| 2023 | 1 | 518 | $59M |
| 2024 | 1 | 533 | $68M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Kelly & Associates Insurance Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Capehart & Scatchard, P.a. Retirement Savings Plan in NJ ($68M); by covered participants it is Topbloc 401(k) Plan in IL (533 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
- Capehart & Scatchard, P.a. Retirement Savings Plan (NJ) $68M · 152
- Winchester Interconnect 401(k) Plan (CT) $68M · 805
- Aalberts Ips Americas Retirement and Savings Plan. (NC) $68M · 1,115
- Leo Pharma Inc. 401(k) Plan (NJ) $68M · 230
Similar participant headcount
Nearest other-state filings by covered participants (533 participants); asset peers above are excluded.
- Topbloc 401(k) Plan (IL) 533 · 0 off
- Farmers National Bank 401(k) Retirement Savings Plan (OH) 533 · 0 off
- Mtc US Corp. 401(k) Plan (GA) 533 · 0 off
- Avantic Lodging Enterprises Inc. 401(k) Plan (KS) 533 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.