401(k) · DOL Form 5500 · 2022

Keysource Acquisition, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
167
Participants Small participant base
54th
Percentile by assets National rank
$36,043
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Keysource 401(k) Plan · Sponsored by Keysource Acquisition, LLC · Ohio · Wholesale Trade

$6M in assets, 167 participants

Keysource Acquisition, LLC's Keysource 401(k) Plan reported $6M in total assets and 167 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,938 in Wholesale Trade (6,843 peers)

Coverage in Ohio

Keysource 401(k) Plan covers 167 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#2,938
in Wholesale Trade (6,843 peers)
-16.2%
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.

Keysource 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Keysource 401(k) Plan vs every filed plan by assets

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

$6,019,141 Top 46% higher than 54% 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

Keysource 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. Keysource 401(k) Plan sits mid-pack in the medium band (167 participants).

Form 5500 schedule snapshot

Filing strip 812071364 · Keysource Acquisition, LLC PY 2022 · 401(k)

Keysource 401(k) Plan · $6M · 167 · 54th

  • VS-ST $6M
  • BOY 167
  • SCH 54th
  • EBSA 401(k)
  • PART near Trau & Loevner, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #2938

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 Wholesale Trade retirement plans → · Plans in Ohio →

Keysource 401(k) Plan in the asset neighbourhood

Keysource 401(k) Plan$6MTrau & Loevner, Inc. 401(k) Profit Sharing PlanTrau & Loevner, Inc. 401(k) …$6MKent Security 401(k) Plan$6MCondon Companies Savings & Retirement PlanCondon Companies Savings & R…$6MElkhart Hourly Employees Retirement Savings PlanElkhart Hourly Employees Ret…$6M
End-of-year total assets ($M) among Keysource 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN812071364
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keysource Acquisition, LLC)

Sponsor-wide plan assets over time

All Keysource Acquisition, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 64.7752062960479% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.02M $9.92M ▲ +64.8%
Year Plans Participants Total Assets
2022 1 167 $6M
2023 1 135 $8M
2024 1 160 $10M

Nearby 401(k) Plans in Ohio

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

Keysource 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Keysource 401(k) Plan, Total assets ($B): 0.006019141 · Participants: 167Keysource 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Keysource 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Keysource 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Trau & Loevner, Inc. 401(k) Profit Sharing Plan in PA ($6M); by covered participants it is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Keysource 401(k) Plan assets move in 2022? ▼
Keysource 401(k) Plan declined sharply - down 16.2% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Keysource Acquisition, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keysource Acquisition, LLC's sponsor-wide assets grew 64.8%, from $6M to $10M.
Which 401(k) plans are similar in size to Keysource 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trau & Loevner, Inc. 401(k) Profit Sharing Plan in PA ($6M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Keysource 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812071364.

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.