ESOP · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$4M
Total assets
16
Participants
44th
Percentile by assets
$225,455
Avg per participant
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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.

  • 44th percentile by assets (of 139,126 plans)
  • #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.

$4M
total plan assets (2022 EOY)
16
covered participants
44th
percentile by assets (of 139,126 plans)
$225,455
avg assets per participant

Where Keating and Associates, Inc. Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

State
Virginia
Industry
Professional & Technical Services

Keating and Associates, P.C. T/a Keating & Bennett, LLP across 3 plan years on file

Across the 3 plan years Keating and Associates, P.C. T/a Keating & Bennett, LLP has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $3M, a decline of 28.8%, while reported participants moved from 16 to 15 (-6.3%). Peak year by sponsor assets: 2022 ($4M); trough: 2024 ($3M).

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

$2M$2.5M$3M$3.5M$4M 202220232024 $3.61M $2.57M ▼ -28.8%
Total plan assets by year, all Keating and Associates, P.C. T/a Keating & Bennett, LLP plans on file
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 ($M) Participants Keating and Associat…, Total assets ($M): 3.607287 · Participants: 16Keating and Associat…Nvr, Inc. Employee S…, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee S…The Resorts Companie…, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companie…American Systems Cor…, Total assets ($M): 291.782297 · Participants: 1828American Systems Cor…New River Electrical…, Total assets ($M): 287.62409 · Participants: 424New River Electrical…Davis H. Elliot Comp…, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Comp…
Keating and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Keating and Associates, Inc. Employee St… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Keating and Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Keating and Associates, Inc. Employee St…

Multi-year trail

Ways to act on Keating and Associates, Inc. Employee Stock Ownership Plan's numbers.

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.