401(k) · DOL Form 5500 · 2024

Kelsch Associates, Inc., (Nj) 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
169
Participants Small participant base
53rd
Percentile by assets National rank
$51,733
Avg per participant Low balance/head
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Official DOL plan name: Kelsch Associates, Inc. , (Nj) Retirement Plan · Sponsored by Kelsch Associates, Inc., (Nj) · New Jersey · Healthcare & Social Assistance

$9M in assets, 169 participants

Kelsch Associates, Inc., (Nj)'s Kelsch Associates, Inc. , (Nj) Retirement Plan reported $9M in total assets and 169 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #9,841 in Healthcare & Social Assistance (16,916 peers)

Coverage in New Jersey

Kelsch Associates, Inc. , (Nj) Retirement Plan covers 169 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $9M.

#9,841
in Healthcare & Social Assistance (16,916 peers)
+21.8%
assets growth YoY

Kelsch Associates, Inc. , (Nj) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kelsch Associates, Inc. , (Nj) Retirement Plan vs every filed plan by assets

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

$8,742,853 Top 47% higher than 53% 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

Kelsch Associates, Inc. , (Nj) 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. Kelsch Associates, Inc. , (Nj) Retirement Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kelsch Associates, Inc. , (Nj) Retirement Plan reported net income rose from $829K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Kelsch Associates, Inc. , (Nj) Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Kelsch Associates, Inc. , (Nj) Retirement Plan reported participants fell from 177 in the plan year 2023 filing to 169 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 222298243 · Kelsch Associates, Inc., (Nj) PY 2024 · 401(k)

Kelsch Associates, Inc. , (Nj) Retirement Plan · $9M · 169 · 53rd

  • VS-ST $9M
  • VS-ST 169
  • VS-ST 53rd
  • VS-ST 401(k)
  • VS-ST near Fisher and Thompson, Inc. 401(k) Trust
  • VS-ST ind #9841

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 New Jersey →

Kelsch Associates, Inc. , (Nj) Retirement Plan in the asset neighbourhood

Kelsch Associates, Inc. , (Nj) Retirement PlanKelsch Associates, Inc. , (N…$9MFisher and Thompson, Inc. 401(k) TrustFisher and Thompson, Inc. 40…$9MMicrobrightfield LLC Employee Retirement PlanMicrobrightfield LLC Employe…$9MWestview Nursing Care & Rehabilitation Center, Inc. Savings & Retirement PlanWestview Nursing Care & Reha…$9MTwg Development 401(k) Plan$9M
End-of-year total assets ($M) among Kelsch Associates, Inc. , (Nj) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN222298243
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelsch Associates, Inc., (Nj))

Sponsor-wide plan assets over time

All Kelsch Associates, Inc., (Nj) plans reported in each filing year

Latest sponsor-wide plan assets
$9M 6.1999434918856435% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $8.23M $8.74M ▲ +6.2%
Year Plans Participants Total Assets
2022 1 171 $8M
2023 1 177 $7M
2024 1 169 $9M

Nearby 401(k) Plans in New Jersey

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

Kelsch Associates, Inc. , (Nj) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Kelsch Associates, Inc. , (Nj) Retirement Plan, Total assets ($B): 0.008742853 · Participants: 169Kelsch Associates, Inc. , (Nj) Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Kelsch Associates, Inc. , (Nj) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Kelsch Associates, Inc. , (Nj) Retirement Plan side-by-side with 3 peers →

Kelsch Associates, Inc. , (Nj) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Fisher and Thompson, Inc. 401(k) Trust in PA ($9M); 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 Kelsch Associates, Inc. , (Nj) Retirement Plan assets move in 2024? ▼
Kelsch Associates, Inc. , (Nj) Retirement Plan grew sharply - up 21.8% during 2024, from $7M to $9M. Reported net income was $1M.
How have Kelsch Associates, Inc., (Nj) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelsch Associates, Inc., (Nj)'s sponsor-wide assets grew 6.2%, from $8M to $9M.
Which 401(k) plans are similar in size to Kelsch Associates, Inc. , (Nj) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fisher and Thompson, Inc. 401(k) Trust in PA ($9M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Kelsch Associates, Inc. , (Nj) 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 222298243.

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.