ESOP · DOL Form 5500 · 2024

Keller, Inc. ESOP

Data updated 2026-08-25

$199M
Total assets Near avg plan size
259
Participants Below avg headcount
94th
Percentile by assets National rank
$766,457
Avg per participant High balance/head
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Official DOL plan name: Keller, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Keller, Inc. · Wisconsin · Construction

$199M in assets, 259 participants

Keller, Inc.'s Keller, Inc. Employee Stock Ownership Plan & Trust reported $199M in total assets and 259 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,419 in Construction (9,039 peers)

Coverage in Wisconsin

Keller, Inc. Employee Stock Ownership Plan & Trust covers 259 participants in Wisconsin, about 46% of the average Wisconsin filer (state average ~563 per filing). Assets: $199M.

#8,419
in Construction (9,039 peers)
+11.3%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Keller, Inc. Employee Stock Ownership Plan & Trust's outsized position by total assets

Keller, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$198,512,385 Top 6% higher than 94% 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

Keller, Inc. Employee Stock Ownership Plan & Trust 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. Keller, Inc. Employee Stock Ownership Plan & Trust sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Keller, Inc. Employee Stock Ownership Plan & Trust reported net income fell from $20M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Keller, Inc. Employee Stock Ownership Plan & Trust end-of-year assets rose from $178M in the plan year 2023 filing to $199M in the plan year 2024 filing.
  • Keller, Inc. Employee Stock Ownership Plan & Trust reported participants rose from 247 in the plan year 2023 filing to 259 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 390971348 · Keller, Inc. PY 2024 · ESOP

Keller, Inc. Employee Stock Ownership Plan & Trust · $199M · 259 · 94th

  • SCH $199M
  • SCH 259
  • SCH 94th
  • SCH ESOP
  • SCH near Dakota Supply Group, Inc. Employee Stock Ownership Plan
  • SCH ind #8419

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 Wisconsin →

Keller, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & TrustHometown Community Bancorp, …$200MKeller, Inc. Employee Stock Ownership Plan & TrustKeller, Inc. Employee Stock …$199MDakota Supply Group, Inc. Employee Stock Ownership PlanDakota Supply Group, Inc. Em…$198MMax Auto Supply Company Employee Stock Ownership PlanMax Auto Supply Company Empl…$197MRadiance Technologies, Inc. Employee Stock Ownership PlanRadiance Technologies, Inc. …$195M
End-of-year total assets ($M) among Keller, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$178M
Net Assets (End of Year)$161M
Net Income$11M
Employer EIN390971348
Plan Effective Date1986-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keller, Inc.)

Sponsor-wide plan assets over time

All Keller, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$236M 30.643138465436405% vs 2022
2024 filing year
$160M$180M$200M$220M$240M$260M 202220232024 $181M $236M ▲ +30.6%
Year Plans Participants Total Assets
2022 2 500 $181M
2023 2 504 $211M
2024 2 521 $236M

Nearby ESOP Plans in Wisconsin

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

Keller, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 01234 Total assets ($B) Participants Keller, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 0.198512385 · Participants: 259Keller, Inc. Employee Stock Ownership Plan & TrustSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Keller, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Keller, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Keller, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Dakota Supply Group, Inc. Employee Stock Ownership Plan in MN ($198M); by covered participants it is Jeo Employee Stock Ownership Plan in NE (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Keller, Inc. Employee Stock Ownership Plan & Trust assets move in 2024? ▼
Keller, Inc. Employee Stock Ownership Plan & Trust grew at a solid clip - up 11.3% during 2024, from $178M to $199M. Reported net income was $11M.
How have Keller, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keller, Inc.'s sponsor-wide assets grew 30.6%, from $181M to $236M.
Where does Keller, Inc. Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
Keller, Inc. Employee Stock Ownership Plan & Trust ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Keller, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Dakota Supply Group, Inc. Employee Stock Ownership Plan in MN ($198M, 1,016 participants).
Which ESOP plans cover a similar participant headcount to Keller, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Jeo Employee Stock Ownership Plan in NE (259 participants, $1M 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 390971348.

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.