Money Purchase · DOL Form 5500 · 2022

William a. Keen Money Purchase Plan

Data updated 2026-08-11

$229K
Total assets
2
Participants
11th
Percentile by assets
$114,320
Avg per participant
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Official DOL plan name: William a. Keen Money Purchase Plan & Trust · Sponsored by William a. Keen · Virginia · Finance & Insurance

$229K in assets, 2 participants

William a. Keen's William a. Keen Money Purchase Plan & Trust reported $229K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • 11th percentile by assets (of 139,126 plans)
  • #664 in Finance & Insurance (9,261 peers)

2022 asset change

William a. Keen Money Purchase Plan & Trust pulled back noticeably 14.4% in 2022 ($267K → $229K) for 2 participants.

$229K
total plan assets (2022 EOY)
2
covered participants
11th
percentile by assets (of 139,126 plans)
$114,320
avg assets per participant

The plan reported a net loss of $38K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where William a. Keen Money Purchase Plan & Trust sits by total assets

William a. Keen Money Purchase Plan & Trust vs every filed plan by assets

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

$228,640 11th percentile higher than 11% 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
Finance & Insurance

2022 asset move for William a. Keen Money Purchase Plan & Trust

Year over year, total assets pulled back noticeably from $267K at the start of 2022 to $229K at year-end (down 14.4%). Net assets closed at $229K; reported net income -$38K.

William a. Keen years around the 2022 move

$0.5M$0.52M$0.54M$0.56M$0.58M 202220232024 $0.51M $0.56M ▲ +9.8%
Total plan assets by year, all William a. Keen plans on file
Year Plans Participants Total Assets
2022 2 4 $515K
2023 2 4 $558K
2024 2 4 $563K

2022 asset-move particulars

Total Assets (Beginning of Year)$267K
Net Assets (End of Year)$229K
Net Income-$38K
Employer EIN541332799
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Virginia

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

William a. Keen Money Purchase Plan & Trust vs. nearby Money Purchase plans in Virginia, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants William a. Keen Mone…, Total assets ($B): 0.00022864 · Participants: 2William a. Keen Mone…The George Washingto…, Total assets ($B): 1.154652832 · Participants: 4007The George Washingto…Noblis, Inc. Qualifi…, Total assets ($B): 0.200098819 · Participants: 2060Noblis, Inc. Qualifi…Mid-Atlantic States …, Total assets ($B): 0.107767334 · Participants: 2809Mid-Atlantic States …American College of …, Total assets ($B): 0.085212358 · Participants: 547American College of …Plumbers & Fitters L…, Total assets ($B): 0.04708721 · Participants: 806Plumbers & Fitters L…
William a. Keen Money Purchase Plan & Trust vs. nearby Money Purchase plans in Virginia, assets vs. participants
Compare William a. Keen Money Purchase Plan & Tr… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to William a. Keen Money Purchase Plan & Trust by total assets, not by location.

Frequently Asked Questions

How did William a. Keen Money Purchase Plan & Trust assets move in 2022? ▼
William a. Keen Money Purchase Plan & Trust pulled back noticeably - down 14.4% during 2022, from $267K to $229K. Reported net income was -$38K.
How have William a. Keen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William a. Keen's sponsor-wide assets grew 9.4%, from $515K to $563K.
Where does William a. Keen Money Purchase Plan & Trust rank by assets among Form 5500 filers? ▼
William a. Keen Money Purchase Plan & Trust ranks in the 11th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to William a. Keen Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Maria Betancourt Retirement Plan in PR ($230K, 2 participants).

Next read for William a. Keen Money Purchase Plan & Tr…

2022 change

Ways to act on William a. Keen Money Purchase Plan & Trust'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 541332799.

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.