ESOP · DOL Form 5500 · 2024

Kelley Bean Co. Inc. ESOP

Data updated 2026-08-25

$33M
Total assets Below avg plan size
160
Participants Small participant base
79th
Percentile by assets National rank
$207,171
Avg per participant Above avg balance/head
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Official DOL plan name: Kelley Bean Co. Inc., Employee Stock Ownership Plan · Sponsored by Kelley Bean Co. Inc. · Nebraska · Manufacturing

$33M in assets, 160 participants

Kelley Bean Co. Inc.'s Kelley Bean Co. Inc., Employee Stock Ownership Plan reported $33M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #12,566 in Manufacturing (17,777 peers)

Coverage in Nebraska

Kelley Bean Co. Inc., Employee Stock Ownership Plan covers 160 participants in Nebraska, about 29% of the average Nebraska filer (state average ~552 per filing). Assets: $33M.

#12,566
in Manufacturing (17,777 peers)
+9.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kelley Bean Co. Inc., Employee Stock Ownership Plan's outsized position by total assets

Kelley Bean Co. Inc., Employee Stock Ownership Plan vs every filed plan by assets

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

$33,147,337 Top 21% higher than 79% 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 Bean Co. Inc., Employee Stock Ownership 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 Bean Co. Inc., Employee Stock Ownership Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kelley Bean Co. Inc., Employee Stock Ownership Plan end-of-year assets rose from $30M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Kelley Bean Co. Inc., Employee Stock Ownership Plan reported participants fell from 170 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 470356830 · Kelley Bean Co. Inc. PY 2024 · ESOP

Kelley Bean Co. Inc., Employee Stock Ownership Plan · $33M · 160 · 79th

  • PART $33M
  • PART 160
  • PART 79th
  • PART ESOP
  • PART near Mcabee Construction, Inc. Employee Stock Ownership Plan
  • PART ind #12566

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 What is an ESOP? → · Plans in Nebraska →

Kelley Bean Co. Inc., Employee Stock Ownership Plan in the asset neighbourhood

Bloedorn Lumber Co. & Subsidiaries ESOPBloedorn Lumber Co. & Subsid…$33MReliable Community Bancshares, Inc. Employee Stock Ownership PlanReliable Community Bancshare…$33MKelley Bean Co. Inc., Employee Stock Ownership PlanKelley Bean Co. Inc., Employ…$33MMcabee Construction, Inc. Employee Stock Ownership PlanMcabee Construction, Inc. Em…$33MIsland Kinetics, Inc. Employee Stock Ownership PlanIsland Kinetics, Inc. Employ…$33M
End-of-year total assets ($M) among Kelley Bean Co. Inc., Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN470356830
Plan Effective Date1973-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelley Bean Co. Inc.)

Sponsor-wide plan assets over time

All Kelley Bean Co. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 21.125400549847527% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27.4M $33.2M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 162 $27M
2023 1 170 $30M
2024 1 160 $33M

Nearby ESOP Plans in Nebraska

Peer ESOP plans, same state, same plan type, ranked by total assets.

Kelley Bean Co. Inc., Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 0100200300400500 050100150200250 Total assets ($M) Participants Kelley Bean Co. Inc., Employee Stock Ownership Plan, Total assets ($M): 33.147337 · Participants: 160Kelley Bean Co. Inc., Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 208.332233 · Participants: 241Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 124.422109 · Participants: 251Builders Supply Co. , Inc. Employee Stock Ownership PlanTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 90.705713 · Participants: 62Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 90.542776 · Participants: 372Majors Plastics, Inc. Employee Stock Ownership PlanStructural Component Systems, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 81.751352 · Participants: 391Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust
Kelley Bean Co. Inc., Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Kelley Bean Co. Inc., Employee Stock Ownership Plan side-by-side with 3 peers →

Kelley Bean Co. Inc., Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Mcabee Construction, Inc. Employee Stock Ownership Plan in AL ($33M); by covered participants it is B S K Associates Employee Stock Ownership Plan in CA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Bean Co. Inc., Employee Stock Ownership Plan assets move in 2024? ▼
Kelley Bean Co. Inc., Employee Stock Ownership Plan grew at a solid clip - up 9.2% during 2024, from $30M to $33M. Reported net income was $3M.
How have Kelley Bean Co. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Bean Co. Inc.'s sponsor-wide assets grew 21.1%, from $27M to $33M.
Where does Kelley Bean Co. Inc., Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kelley Bean Co. Inc., Employee Stock Ownership Plan ranks in the 79th 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 ESOP plans are similar in size to Kelley Bean Co. Inc., Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mcabee Construction, Inc. Employee Stock Ownership Plan in AL ($33M, 92 participants).
Which ESOP plans cover a similar participant headcount to Kelley Bean Co. Inc., Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is B S K Associates Employee Stock Ownership Plan in CA (160 participants, $20M 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 470356830.

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.