ESOP · DOL Form 5500 · 2024

Keller, Inc. ESOP

Data updated 2026-08-11

$199M
Total assets: 259
Participants: 94th
Percentile by assets: $766,457
Avg per participant

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.

94th percentile by assets (of 123,622 plans)
#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.

$199M
total plan assets (2024 EOY): 259
covered participants: 94th
percentile by assets (of 123,622 plans): $766,457
avg assets per participant

Where Keller, Inc. Employee Stock Ownership Plan & Trust sits 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

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 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 →

State

Wisconsin

Industry

Construction

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Keller, Inc. Employee Stock Ownership Plan & Trust reports 259 participants - about 46% of that state average ($199M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$178M
Net Assets (End of Year)	$161M
Net Income	$11M
Employer EIN	390971348
Plan Effective Date	1986-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Keller, Inc.)

Total plan assets by year, all Keller, Inc. plans on file

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

Schreiber Foods, Inc Employee Stock Ownership Plan $3.8B · 6,519
Woodman's Employees' Profit Sharing and Stock Ownership Plan $796M · 2,967
Ki Employee Stock Ownership Plan $604M · 1,689
Wausau Supply Company Employee Stock Ownership Plan $333M · 834
Trachte Building Systems Employee Stock Ownership Plan $315M · 266

Compare Keller, Inc. Employee Stock Ownership Pl… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Keller, Inc. Employee Stock Ownership Plan & Trust by total assets, not by location.

Dakota Supply Group, Inc. Employee Stock Ownership Plan (MN) $198M · 1,016
Max Auto Supply Company Employee Stock Ownership Plan (OH) $197M · 424
Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & Trust (IL) $200M · 512
Radiance Technologies, Inc. Employee Stock Ownership Plan (AL) $195M · 1,041

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).

Next read for Keller, Inc. Employee Stock Ownership Pl…

Filing takeaways

Ways to act on Keller, Inc. Employee Stock Ownership Plan & Trust's numbers.

By total assets, Keller, Inc. Employee Stock Ownership Plan & Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
Keller, Inc.'s sponsor-wide assets have grown 30.6% since 2022 across 3 plan years on file. More Construction plans

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.