ESOP · DOL Form 5500 · 2022

Keating and Associates, P.C. T/a Keating & Bennett, LLP ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
44th
Percentile by assets National rank
$225,455
Avg per participant Above avg balance/head
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Official DOL plan name: Keating and Associates, Inc. Employee Stock Ownership Plan · Sponsored by Keating and Associates, P.C. T/a Keating & Bennett, LLP · Virginia · Professional & Technical Services

$4M in assets, 16 participants

Keating and Associates, P.C. T/a Keating & Bennett, LLP's Keating and Associates, Inc. Employee Stock Ownership Plan reported $4M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,929 in Professional & Technical Services (21,562 peers)

Keating and Associates, P.C. T/a Keating & Bennett, LLP multi-year trail

Keating and Associates, P.C. T/a Keating & Bennett, LLP's plans moved -28.8% in assets from 2022 to 2024; this filing shows Keating and Associates, Inc. Employee Stock Ownership Plan at $4M / 16 participants.

#8,929
in Professional & Technical Services (21,562 peers)
-21.0%
assets change YoY

Keating and Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Keating and Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,607,287 44th percentile higher than 44% 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

Keating and Associates, Inc. Employee Stock Ownership 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. Keating and Associates, Inc. Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 273841825 · Keating and Associates, P.C. T/a Keating & Bennett, LLP PY 2022 · ESOP

Keating and Associates, Inc. Employee Stock Ownership Plan · $4M · 16 · 44th

  • BOY $4M
  • SCH 16
  • EBSA 44th
  • PART ESOP
  • TYPE near Solutionware, Inc. Employee Stock Ownership Plan and Trust
  • NET ind #8929

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 What is an ESOP? → · Plans in Virginia →

Keating and Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Keating and Associates, Inc. Employee Stock Ownership PlanKeating and Associates, Inc.…$4MSolutionware, Inc. Employee Stock Ownership Plan and TrustSolutionware, Inc. Employee …$4MCrawford Investment Counsel, Inc. Employee Stock Ownership PlanCrawford Investment Counsel,…$4MWood Harbinger, Inc. Employee Stock Ownership PlanWood Harbinger, Inc. Employe…$4MMarc USA, Inc. Employee Stock Ownership PlanMarc USA, Inc. Employee Stoc…$4M
End-of-year total assets ($M) among Keating and Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Keating and Associates, P.C. T/a Keating & Bennett, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Keating and Associates, P.C. T/a Keating & Bennett, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.808270592276138% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $3.61M $2.57M ▼ -28.8%
Year Plans Participants Total Assets
2022 1 16 $4M
2023 1 16 $3M
2024 1 15 $3M

Keating and Associates, P.C. T/a Keating & Bennett, LLP filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$2M
Net Income$345K
Employer EIN273841825
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

Peer ESOP plans, same state, same plan type, ranked by total assets.

Keating and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Keating and Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.607287 · Participants: 16Keating and Associates, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
Keating and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Keating and Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Keating and Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Solutionware, Inc. Employee Stock Ownership Plan and Trust in IL ($4M); by covered participants it is Carcione's Fresh Produce Co., Inc. Employee Stock Ownership Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Keating and Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Keating and Associates, Inc. Employee Stock Ownership Plan declined sharply - down 21.0% during 2022, from $5M to $4M. Reported net income was $345K.
How have Keating and Associates, P.C. T/a Keating & Bennett, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keating and Associates, P.C. T/a Keating & Bennett, LLP's sponsor-wide assets declined 28.8%, from $4M to $3M.
Which ESOP plans are similar in size to Keating and Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Solutionware, Inc. Employee Stock Ownership Plan and Trust in IL ($4M, 2 participants).
Which ESOP plans cover a similar participant headcount to Keating and Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Carcione's Fresh Produce Co., Inc. Employee Stock Ownership Plan in CA (16 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 273841825.

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.