Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Key Lakes Non-Contributory Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Key Lakes, Inc. · Pennsylvania · Transportation & Warehousing

What the 2023 filing shows

Key Lakes Non-Contributory Pension Plan holds $15M for 68 participants — about $223,344 per participant, down 21.9% over the 2022 plan year.

$15M
total plan assets (2022 EOY)
68
covered participants
$223,344
avg assets per participant
-21.9%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$15M
Participants
68
State
Industry
Transportation & Warehousing

What the Filing Says About Key Lakes Non-Contributory Pension Plan

Key Lakes Non-Contributory Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Key Lakes, Inc., headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 68 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 200871186, and the plan has been effective since 2004-05-10. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2022 to $15M at year-end — a decline of 21.9%. Net assets (after liabilities) closed the year at $15M, with reported net income of $-4,265,029 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$19M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$-4,265,029
Plan TypeDefined Benefit (Pension)
Employer EIN200871186
Plan Effective Date2004-05-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Key Lakes, Inc.)

Year Plans Participants Total Assets
2022 3 159 $15M
2023 3 143 $18M
2024 3 248 $28M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Key Lakes Non-Contributory Pension Plan?
As of the 2022 Form 5500 filing, Key Lakes Non-Contributory Pension Plan holds $15M in total assets with 68 participants. It is sponsored by Key Lakes, Inc..
What type of plan is Key Lakes Non-Contributory Pension Plan?
Key Lakes Non-Contributory Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 2004-05-10. The plan is filed with the U.S. Department of Labor under EIN 200871186.
Who sponsors the Key Lakes Non-Contributory Pension Plan?
Key Lakes Non-Contributory Pension Plan is sponsored by Key Lakes, Inc., located in Pennsylvania. The sponsor's EIN is 200871186 and the plan operates in the Transportation & Warehousing industry.
How did Key Lakes Non-Contributory Pension Plan perform in 2022?
Key Lakes Non-Contributory Pension Plan declined by 21.9% during 2022, moving from $19M to $15M in total assets. Net income was $-4,265,029.
Where can I find official filings for Key Lakes Non-Contributory Pension Plan?
Official Form 5500 filings for Key Lakes Non-Contributory Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 200871186 or plan name at efast.dol.gov.
How does Key Lakes Non-Contributory Pension Plan compare to other plans?
You can compare Key Lakes Non-Contributory Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 200871186.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.