Money Purchase · DOL Form 5500 · 2022
William a. Keen Money Purchase Plan
Data updated 2026-08-25
- $229K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $114,320
- Avg per participant Below avg balance/head
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.
- #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.
- #664
- in Finance & Insurance (9,261 peers)
- -14.4%
- assets change YoY
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.
William a. Keen Money Purchase Plan & Trust among the smaller filed plans by 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
William a. Keen Money Purchase Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William a. Keen Money Purchase Plan & Trust is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 541332799 · William a. Keen PY 2022 · Money Purchase
William a. Keen Money Purchase Plan & Trust · $229K · 2 · 11th
- BOOK $229K
- BOOK 2
- BOOK 11th
- BOOK Money Purchase
- BOOK near Maria Betancourt Retirement Plan
- BOOK ind #664
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 Finance & Insurance retirement plans → · Plans in Virginia →
William a. Keen Money Purchase Plan & Trust in the asset neighbourhood
William a. Keen years around the 2022 move
Sponsor-wide plan assets over time
All William a. Keen plans reported in each filing year
- Latest sponsor-wide plan assets
- $563K 9.413856768049753% vs 2022
- 2024 filing year
| 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 EIN | 541332799 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The George Washington University Retirement Plan for Faculty and Staff $1.2B · 4,007
- Noblis, Inc. Qualified Retirement Plan $200M · 2,060
- Mid-Atlantic States District Council Participating Locals Annuity Fund $108M · 2,809
- American College of Radiology Employees' Pension Plan and Trust $85M · 547
- Plumbers & Fitters Local No. 110 Annuity Trust Fund $47M · 806
William a. Keen Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside Virginia, the nearest Money Purchase by assets is Maria Betancourt Retirement Plan in PR ($230K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($229K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- The Sellon Retirement Plan (NY) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- E. James Bodmer, D.P.M., P.C. Profit Sharing Plan (SC) 2 · 0 off
- Henney Wealth Management, Inc. Money Purchase Plan (CA) 2 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.