401(k) · DOL Form 5500 · 2024

Keller Group 401(k) Plan

Data updated 2026-08-11

$25M
Total assets
331
Participants
74th
Percentile by assets
$74,931
Avg per participant
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Official DOL plan name: Keller Group 401(k) Profit Sharing Plan · Sponsored by Keller Group · Tennessee · Wholesale Trade

$25M in assets, 331 participants

Keller Group's Keller Group 401(k) Profit Sharing Plan reported $25M in total assets and 331 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • 74th percentile by assets (of 123,622 plans)
  • #4,353 in Wholesale Trade (6,080 peers)

Coverage in Tennessee

Keller Group 401(k) Profit Sharing Plan covers 331 participants in Tennessee, about 29% of the average Tennessee filer (state average ~1,126 per filing). Assets: $25M.

$25M
total plan assets (2024 EOY)
331
covered participants
74th
percentile by assets (of 123,622 plans)
$74,931
avg assets per participant

Where Keller Group 401(k) Profit Sharing Plan sits by total assets

Keller Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,802,154 Top 26% higher than 74% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Keller Group 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Keller Group 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Keller Group 401(k) Profit Sharing Plan reported participants rose from 297 in the plan year 2023 filing to 331 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Tennessee
Industry
Wholesale Trade

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Keller Group 401(k) Profit Sharing Plan reports 331 participants - about 29% of that state average ($25M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN621813315
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keller Group)

$18M$20M$22M$24M$26M 202220232024 $18.8M $24.8M ▲ +32.1%
Total plan assets by year, all Keller Group plans on file
Year Plans Participants Total Assets
2022 1 303 $19M
2023 1 297 $22M
2024 1 331 $25M

Nearby 401(k) Plans in Tennessee

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

Keller Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Keller Group 401(k) …, Total assets ($B): 0.024802154 · Participants: 331Keller Group 401(k) …Fedex Corporation Re…, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Re…Hca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corp…, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corp…International Paper …, Total assets ($B): 4.993858777 · Participants: 12564International Paper …Chs/Community Health…, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health…
Keller Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Keller Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Keller Group 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Keller Group 401(k) Profit Sharing Plan assets move in 2024? ▼
Keller Group 401(k) Profit Sharing Plan grew at a solid clip - up 12.7% during 2024, from $22M to $25M. Reported net income was $3M.
How have Keller Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keller Group's sponsor-wide assets grew 32.1%, from $19M to $25M.
Which 401(k) plans are similar in size to Keller Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan in VT ($25M, 315 participants).

Next read for Keller Group 401(k) Profit Sharing Plan

Filing takeaways

Ways to act on Keller Group 401(k) Profit Sharing Plan's numbers.

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 621813315.

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.