401(k) · DOL Form 5500 · 2023

Keystone Investments Management, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
2
Participants Small participant base
47th
Percentile by assets National rank
$2.9M
Avg per participant High balance/head
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Official DOL plan name: Keystone Trading, Inc. 401(k) Plan · Sponsored by Keystone Investments Management, Inc. · Florida · Finance & Insurance

$6M in assets, 2 participants

Keystone Investments Management, Inc.'s Keystone Trading, Inc. 401(k) Plan reported $6M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,977 in Finance & Insurance (8,869 peers)

Keystone Investments Management, Inc. multi-year trail

Keystone Investments Management, Inc.'s plans moved +45.7% in assets from 2022 to 2024; this filing shows Keystone Trading, Inc. 401(k) Plan at $6M / 2 participants.

#2,977
in Finance & Insurance (8,869 peers)
+29.0%
assets growth YoY

Keystone Trading, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Keystone Trading, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,772,158 47th percentile higher than 47% of 127,068 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 2023

Keystone Trading, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keystone Trading, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keystone Trading, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Keystone Trading, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 874284642 · Keystone Investments Management, Inc. PY 2023 · 401(k)

Keystone Trading, Inc. 401(k) Plan · $6M · 2 · 47th

  • EIN $6M
  • EIN 2
  • EIN 47th
  • EIN 401(k)
  • EIN near American Plastic Molding Corp. 401(k) Plan
  • EIN ind #2977

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 Florida →

Keystone Trading, Inc. 401(k) Plan in the asset neighbourhood

Keystone Trading, Inc. 401(k) PlanKeystone Trading, Inc. 401(k…$6MAmerican Plastic Molding Corp. 401(k) PlanAmerican Plastic Molding Cor…$6MAllergy, Asthma, & Sinus Center, P.C. Profit Sharing & Trust PlanAllergy, Asthma, & Sinus Cen…$6MKids Tlc, Inc. Retirement PlanKids Tlc, Inc. Retirement Pl…$6MEquity Prime Mortgage, LLC 401(k) Profit Sharing Plan & TrustEquity Prime Mortgage, LLC 4…$6M
End-of-year total assets ($M) among Keystone Trading, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Keystone Investments Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Keystone Investments Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.66789234723379% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.47M $6.52M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $6M
2024 1 2 $7M

Keystone Investments Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN874284642
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Keystone Trading, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Keystone Trading, Inc. 401(k) Plan, Total assets ($B): 0.005772158 · Participants: 2Keystone Trading, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Keystone Trading, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Keystone Trading, Inc. 401(k) Plan side-by-side with 3 peers →

Keystone Trading, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is American Plastic Molding Corp. 401(k) Plan in IN ($6M); by covered participants it is Gillian Corporation 401(k) Plan in CO (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Keystone Trading, Inc. 401(k) Plan assets move in 2023? ▼
Keystone Trading, Inc. 401(k) Plan grew sharply - up 29.0% during 2023, from $4M to $6M. Reported net income was $1M.
How have Keystone Investments Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keystone Investments Management, Inc.'s sponsor-wide assets grew 45.7%, from $4M to $7M.
Which 401(k) plans are similar in size to Keystone Trading, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Plastic Molding Corp. 401(k) Plan in IN ($6M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Keystone Trading, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gillian Corporation 401(k) Plan in CO (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 874284642.

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.