401(k) · DOL Form 5500 · 2022

Keystone Agency Partners LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
418
Participants Below avg headcount
86th
Percentile by assets National rank
$96,874
Avg per participant Below avg balance/head
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Official DOL plan name: Keystone Agency Partners 401(k) Plan · Sponsored by Keystone Agency Partners LLC · Pennsylvania · Finance & Insurance

$40M in assets, 418 participants

Keystone Agency Partners LLC's Keystone Agency Partners 401(k) Plan reported $40M in total assets and 418 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,202 in Finance & Insurance (9,261 peers)

Where Keystone Agency Partners 401(k) Plan sits by assets

Keystone Agency Partners 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 418 participants (~$96,874/participant), up 111.1% in 2022.

#7,202
in Finance & Insurance (9,261 peers)
+111.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Keystone Agency Partners 401(k) Plan's outsized position by total assets

Keystone Agency Partners 401(k) Plan vs every filed plan by assets

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

$40,493,294 Top 14% higher than 86% 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

Keystone Agency Partners 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. Keystone Agency Partners 401(k) Plan sits mid-pack in the medium band (418 participants).

Plan-year Form 5500 strip

Filing strip 842940208 · Keystone Agency Partners LLC PY 2022 · 401(k)

Keystone Agency Partners 401(k) Plan · $40M · 418 · 86th

  • VS-ST $40M
  • VS-ST 418
  • VS-ST 86th
  • VS-ST 401(k)
  • VS-ST near The Kresge Foundation Employee Savings Plan
  • VS-ST ind #7202

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 Pennsylvania →

Keystone Agency Partners 401(k) Plan in the asset neighbourhood

The Kresge Foundation Employee Savings PlanThe Kresge Foundation Employ…$40MHinkle Shanor LLP Salary Savings Plan and TrustHinkle Shanor LLP Salary Sav…$40MKeystone Agency Partners 401(k) PlanKeystone Agency Partners 401…$40MPrairie Island Indian Community 401(k) Retirement PlanPrairie Island Indian Commun…$40MHamilton Partners, Inc. 401(k) Profit Sharing PlanHamilton Partners, Inc. 401(…$40M
End-of-year total assets ($M) among Keystone Agency Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$40M
Net Income$9M
Employer EIN842940208
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keystone Agency Partners LLC)

Sponsor-wide plan assets over time

All Keystone Agency Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$88M 118.46960388058329% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $40.5M $88.5M ▲ +118.5%
Year Plans Participants Total Assets
2022 1 418 $40M
2023 1 828 $68M
2024 1 1,216 $88M

Nearby 401(k) Plans in Pennsylvania

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

Keystone Agency Partners 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Keystone Agency Partners 401(k) Plan, Total assets ($B): 0.040493294 · Participants: 418Keystone Agency Partners 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Keystone Agency Partners 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Keystone Agency Partners 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is The Kresge Foundation Employee Savings Plan in MI ($40M); by covered participants it is Harborone 401(k) Plan in MA (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (418 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 Keystone Agency Partners 401(k) Plan assets move in 2022? ▼
Keystone Agency Partners 401(k) Plan surged - up 111.1% during 2022, from $19M to $40M. Reported net income was $9M.
How have Keystone Agency Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keystone Agency Partners LLC's sponsor-wide assets grew 118.5%, from $40M to $88M.
Where does Keystone Agency Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Keystone Agency Partners 401(k) Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Keystone Agency Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Kresge Foundation Employee Savings Plan in MI ($40M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Keystone Agency Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harborone 401(k) Plan in MA (418 participants, $79M 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 842940208.

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.