401(k) · DOL Form 5500 · 2022
Keith & Keith, Ltd. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 135
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $122,953
- Avg per participant Near avg balance/head
Official DOL plan name: The Keith Corporation 401(k) Plan · Sponsored by Keith & Keith, Ltd. · North Carolina · Construction
$17M in assets, 135 participants
Keith & Keith, Ltd.'s The Keith Corporation 401(k) Plan reported $17M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #7,349 in Construction (9,927 peers)
Coverage in North Carolina
The Keith Corporation 401(k) Plan covers 135 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $17M.
- #7,349
- in Construction (9,927 peers)
- -13.6%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Keith Corporation 401(k) Plan's outsized position by total assets
The Keith Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,598,629 Top 26% higher than 74% 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
The Keith Corporation 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Keith Corporation 401(k) Plan sits mid-pack in the medium band (135 participants).
EBSA filing schedule strip
Filing strip 561643967 · Keith & Keith, Ltd. PY 2022 · 401(k)
The Keith Corporation 401(k) Plan · $17M · 135 · 74th
- BOOK $17M
- BOOK 135
- BOOK 74th
- BOOK 401(k)
- BOOK near Carr Auto Group 401(k) Retirement Plan
- BOOK ind #7349
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 Construction retirement plans → · Plans in North Carolina →
The Keith Corporation 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$3M |
| Employer EIN | 561643967 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Keith & Keith, Ltd.)
Sponsor-wide plan assets over time
All Keith & Keith, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 27.63580654763716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $17M |
| 2023 | 1 | 129 | $19M |
| 2024 | 1 | 132 | $21M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
The Keith Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Carr Auto Group 401(k) Retirement Plan in OR ($17M); by covered participants it is Concordia Life Care Community 403(b) Plan in OK (135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Carr Auto Group 401(k) Retirement Plan (OR) $17M · 256
- Zerep Management Corporation 401(k) Plan (CA) $17M · 241
- Truno Retail Technology Solutions 401(k) Plan (TX) $17M · 360
- Lyon Management Group, Inc. 401(k) Plan (CA) $17M · 266
Similar participant headcount
Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.
- Concordia Life Care Community 403(b) Plan (OK) 135 · 0 off
- Pioneer Concrete Pumping Service Inc. 401(k) Profit Sharing Plan (GA) 135 · 0 off
- Employees' 401(k) Plan of Dmg Corporation (CA) 135 · 0 off
- Smart Ims 401 K Plan (NJ) 135 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.