401(k) · DOL Form 5500 · 2022
W.M. Keck Foundation 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $709,092
- Avg per participant High balance/head
Official DOL plan name: W.M. Keck Foundation Retirement Plan · Sponsored by W.M. Keck Foundation · California · Other Services
$11M in assets, 16 participants
W.M. Keck Foundation's W.M. Keck Foundation Retirement Plan reported $11M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #6,816 in Other Services (8,398 peers)
2022 asset change
W.M. Keck Foundation Retirement Plan contracted severely 30.9% in 2022 ($16M → $11M) for 16 participants.
- #6,816
- in Other Services (8,398 peers)
- -30.9%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
W.M. Keck Foundation Retirement Plan's outsized position by total assets
W.M. Keck Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,345,474 Top 33% higher than 67% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
W.M. Keck Foundation Retirement 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. W.M. Keck Foundation Retirement Plan is a small filing (16 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 956092354 · W.M. Keck Foundation PY 2022 · 401(k)
W.M. Keck Foundation Retirement Plan · $11M · 16 · 67th
- TYPE $11M
- TYPE 16
- TYPE 67th
- TYPE 401(k)
- TYPE near Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust
- TYPE ind #6816
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 Other Services retirement plans → · Plans in California →
W.M. Keck Foundation Retirement Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$5M |
| Employer EIN | 956092354 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
W.M. Keck Foundation Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust in NY ($11M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- Williams, Robinson Et Al 401(k) Plan & Trust (MO) 16 · 0 off
- The Tramontana Group 401(k) Plan (FL) 16 · 0 off
- Boston Capital 401(k) Plan (MA) 16 · 0 off
- A1a Solar 401 K Profit Sharing Plan Trust (FL) 16 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.