401(k) · DOL Form 5500 · 2022

Infusion Software, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
392
Participants Below avg headcount
71st
Percentile by assets National rank
$35,876
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Keap 401(k) Plan · Sponsored by Infusion Software, Inc. · Arizona · Administrative & Support Services

$14M in assets, 392 participants

Infusion Software, Inc.'s Keap 401(k) Plan reported $14M in total assets and 392 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,250 in Administrative & Support Services (4,927 peers)

Infusion Software, Inc. multi-year trail

Infusion Software, Inc.'s plans moved +36.8% in assets from 2022 to 2024; this filing shows Keap 401(k) Plan at $14M / 392 participants.

#4,250
in Administrative & Support Services (4,927 peers)
-26.0%
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.

Keap 401(k) Plan's outsized position by total assets

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

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

$14,063,448 Top 29% higher than 71% 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

Keap 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. Keap 401(k) Plan sits mid-pack in the medium band (392 participants).

Published 5500 schedule card

Filing strip 261382667 · Infusion Software, Inc. PY 2022 · 401(k)

Keap 401(k) Plan · $14M · 392 · 71st

  • 5500 $14M
  • ASSETS 392
  • PCT 71st
  • EIN 401(k)
  • RANK near Primary Health Care, Inc. 401(k) Plan
  • PHOTO ind #4250

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 Administrative & Support Services retirement plans → · Plans in Arizona →

Keap 401(k) Plan in the asset neighbourhood

Advocate Rcm Holding Company, LLC 401(k) Savings PlanAdvocate Rcm Holding Company…$14MRhapsody International, Inc. 401(k) PlanRhapsody International, Inc.…$14MKeap 401(k) Plan$14MPrimary Health Care, Inc. 401(k) PlanPrimary Health Care, Inc. 40…$14MAdvanced Motion Controls 401(k) PlanAdvanced Motion Controls 401…$14M
End-of-year total assets ($M) among Keap 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Infusion Software, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Infusion Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 36.83225479270802% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $19.2M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 392 $14M
2023 1 324 $18M
2024 1 305 $19M

Infusion Software, Inc. filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$14M
Net Income-$5M
Employer EIN261382667
Plan Effective Date2014-06-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Keap 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Keap 401(k) Plan, Total assets ($B): 0.014063448 · Participants: 392Keap 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Keap 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Keap 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Primary Health Care, Inc. 401(k) Plan in IA ($14M); by covered participants it is Bigelow Tea Employees 401(k) Plan in CT (392 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (392 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 Keap 401(k) Plan assets move in 2022? ▼
Keap 401(k) Plan declined sharply - down 26.0% during 2022, from $19M to $14M. Reported net income was -$5M.
How have Infusion Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Infusion Software, Inc.'s sponsor-wide assets grew 36.8%, from $14M to $19M.
Which 401(k) plans are similar in size to Keap 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Primary Health Care, Inc. 401(k) Plan in IA ($14M, 357 participants).
Which 401(k) plans cover a similar participant headcount to Keap 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bigelow Tea Employees 401(k) Plan in CT (392 participants, $60M 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 261382667.

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.