401(k) · DOL Form 5500 · 2024

Kelley Brothers Contractors, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
169
Participants Small participant base
45th
Percentile by assets National rank
$34,309
Avg per participant Low balance/head
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Official DOL plan name: Kelley Companies Retirement Plan · Sponsored by Kelley Brothers Contractors, Inc. · Mississippi · Manufacturing

$6M in assets, 169 participants

Kelley Brothers Contractors, Inc.'s Kelley Companies Retirement Plan reported $6M in total assets and 169 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #4,985 in Manufacturing (17,777 peers)

Coverage in Mississippi

Kelley Companies Retirement Plan covers 169 participants in Mississippi, about 46% of the average Mississippi filer (state average ~366 per filing). Assets: $6M.

#4,985
in Manufacturing (17,777 peers)
+3.1%
assets growth YoY

Kelley Companies Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Kelley Companies Retirement Plan vs every filed plan by assets

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

$5,798,199 45th percentile higher than 45% 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 Companies Retirement 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 Companies Retirement Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kelley Companies Retirement Plan reported net income fell from $925K in the plan year 2023 filing to $175K in the plan year 2024 filing.
  • Kelley Companies Retirement Plan reported participants fell from 176 in the plan year 2023 filing to 169 in the plan year 2024 filing.
  • Kelley Companies Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 640502135 · Kelley Brothers Contractors, Inc. PY 2024 · 401(k)

Kelley Companies Retirement Plan · $6M · 169 · 45th

  • RANK $6M
  • RANK 169
  • RANK 45th
  • RANK 401(k)
  • RANK near Sparus Holdings, LLC 401(k) Plan and Trust.
  • RANK ind #4985

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 Manufacturing retirement plans → · Plans in Mississippi →

Kelley Companies Retirement Plan in the asset neighbourhood

Kelley Companies Retirement PlanKelley Companies Retirement …$6MSparus Holdings, LLC 401(k) Plan and Trust.Sparus Holdings, LLC 401(k) …$6MMetropolitan Air Compressor Co 401(k) Profit Sharing Plan and TrustMetropolitan Air Compressor …$6MZters, Inc. 401(k) Profit Sharing PlanZters, Inc. 401(k) Profit Sh…$6MPuget Collision, LLC 401(k) PlanPuget Collision, LLC 401(k) …$6M
End-of-year total assets ($M) among Kelley Companies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mississippi filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$175K
Employer EIN640502135
Plan Effective Date1993-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelley Brothers Contractors, Inc.)

Sponsor-wide plan assets over time

All Kelley Brothers Contractors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.41325333670484% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.7M $5.8M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 169 $5M
2023 1 176 $6M
2024 1 169 $6M

Nearby 401(k) Plans in Mississippi

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

Kelley Companies Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Kelley Companies Retirement Plan, Total assets ($M): 5.798199 · Participants: 169Kelley Companies Retirement PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Kelley Companies Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Kelley Companies Retirement Plan side-by-side with 3 peers →

Kelley Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Sparus Holdings, LLC 401(k) Plan and Trust. in GA ($6M); by covered participants it is Rxp Agency, LLC 401(k) Plan in OH (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Companies Retirement Plan assets move in 2024? ▼
Kelley Companies Retirement Plan edged up modestly - up 3.1% during 2024, from $6M to $6M. Reported net income was $175K.
How have Kelley Brothers Contractors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Brothers Contractors, Inc.'s sponsor-wide assets grew 23.4%, from $5M to $6M.
Which 401(k) plans are similar in size to Kelley Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sparus Holdings, LLC 401(k) Plan and Trust. in GA ($6M, 1,217 participants).
Which 401(k) plans cover a similar participant headcount to Kelley Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rxp Agency, LLC 401(k) Plan in OH (169 participants, $2M 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 640502135.

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.