Other
2022 plan-year Other DOL Form 5500

Retirement Plan for the Personnel of the Key School

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

Sponsored by Key School, Inc. · Maryland · Educational Services

What the 2023 filing shows

Retirement Plan for the Personnel of the Key School holds $34M for 173 participants — about $198,899 per participant, up 5.4% over the 2022 plan year.

$34M
total plan assets (2022 EOY)
173
covered participants
$198,899
avg assets per participant
+5.4%
assets growth YoY
Total Assets (2023)
$34M
Participants
173
State
Industry
Educational Services

What the Filing Says About Retirement Plan for the Personnel of the Key School

Retirement Plan for the Personnel of the Key School is a Other retirement plan sponsored by Key School, Inc., headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $34M in total end-of-year assets and covers 173 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 520701774, and the plan has been effective since 1965-02-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $33M at the beginning of 2022 to $34M at year-end — a gain of 5.4%. Net assets (after liabilities) closed the year at $34M, with reported net income of $2M 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 1 prior plan-year filing 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)$33M
Total Assets (End of Year)$34M
Net Assets (End of Year)$34M
Net Income$2M
Plan TypeOther
Employer EIN520701774
Plan Effective Date1965-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Key School, Inc.)

Year Plans Participants Total Assets
2022 1 173 $34M
2023 1 188 $37M

Nearby Other Plans in Maryland

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Retirement Plan for the Personnel of the Key School?
As of the 2022 Form 5500 filing, Retirement Plan for the Personnel of the Key School holds $34M in total assets with 173 participants. It is sponsored by Key School, Inc..
What type of plan is Retirement Plan for the Personnel of the Key School?
Retirement Plan for the Personnel of the Key School is a Other plan. It has been effective since 1965-02-15. The plan is filed with the U.S. Department of Labor under EIN 520701774.
Who sponsors the Retirement Plan for the Personnel of the Key School?
Retirement Plan for the Personnel of the Key School is sponsored by Key School, Inc., located in Maryland. The sponsor's EIN is 520701774 and the plan operates in the Educational Services industry.
How did Retirement Plan for the Personnel of the Key School perform in 2022?
Retirement Plan for the Personnel of the Key School grew by 5.4% during 2022, moving from $33M to $34M in total assets. Net income was $2M.
Where can I find official filings for Retirement Plan for the Personnel of the Key School?
Official Form 5500 filings for Retirement Plan for the Personnel of the Key School are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 520701774 or plan name at efast.dol.gov.
How does Retirement Plan for the Personnel of the Key School compare to other plans?
You can compare Retirement Plan for the Personnel of the Key School against other Other plans on the plan type page, or view plans in Maryland 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 520701774.

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.