401(k) · DOL Form 5500 · 2022

Keystone Partners, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
72
Participants Small participant base
60th
Percentile by assets National rank
$107,315
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Keystone Partners 401(k) Savings Plan · Sponsored by Keystone Partners, LLC · Massachusetts · Professional & Technical Services

$8M in assets, 72 participants

Keystone Partners, LLC's Keystone Partners 401(k) Savings Plan reported $8M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #12,447 in Professional & Technical Services (21,562 peers)

Keystone Partners, LLC multi-year trail

Keystone Partners, LLC's plans moved +35.4% in assets from 2022 to 2024; this filing shows Keystone Partners 401(k) Savings Plan at $8M / 72 participants.

#12,447
in Professional & Technical Services (21,562 peers)
-15.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Keystone Partners 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Keystone Partners 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,726,709 Top 40% higher than 60% of 139,123 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 2022

Keystone Partners 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keystone Partners 401(k) Savings Plan is a small filing (72 participants) on this national headcount ladder.

DOL schedule card

Filing strip 262935760 · Keystone Partners, LLC PY 2022 · 401(k)

Keystone Partners 401(k) Savings Plan · $8M · 72 · 60th

  • NET $8M
  • NET 72
  • NET 60th
  • NET 401(k)
  • NET near E. Ritter & Company and Corporate Subsidiaries 401(k) Retirement Savings Plan
  • NET ind #12447

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Keystone Partners 401(k) Savings Plan in the asset neighbourhood

Keystone Partners 401(k) Savings PlanKeystone Partners 401(k) Sav…$8ME. Ritter & Company and Corporate Subsidiaries 401(k) Retirement Savings PlanE. Ritter & Company and Corp…$8MAmerican Financing Corporation 401(k) PlanAmerican Financing Corporati…$8MUnirac, Inc. Retirement Savings PlanUnirac, Inc. Retirement Savi…$8MDorsal Capital Management LLC 401(k) Profit Sharing Plan & TrustDorsal Capital Management LL…$8M
End-of-year total assets ($M) among Keystone Partners 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Keystone Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Keystone Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 35.43605692928257% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.73M $10.5M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 72 $8M
2023 1 74 $9M
2024 1 107 $10M

Keystone Partners, LLC filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN262935760
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Keystone Partners 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Keystone Partners 401(k) Savings Plan, Total assets ($B): 0.007726709 · Participants: 72Keystone Partners 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Keystone Partners 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Keystone Partners 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is E. Ritter & Company and Corporate Subsidiaries 401(k) Retirement Savings Plan in AR ($8M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Keystone Partners 401(k) Savings Plan assets move in 2022?
Keystone Partners 401(k) Savings Plan declined sharply - down 15.3% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Keystone Partners, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Keystone Partners, LLC's sponsor-wide assets grew 35.4%, from $8M to $10M.
Which 401(k) plans are similar in size to Keystone Partners 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is E. Ritter & Company and Corporate Subsidiaries 401(k) Retirement Savings Plan in AR ($8M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Keystone Partners 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants, $4M in assets).