401(k) · DOL Form 5500 · 2023

Keystone Insurers Group, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
138
Participants Small participant base
77th
Percentile by assets National rank
$191,573
Avg per participant Above avg balance/head
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Official DOL plan name: Keystone Insurers Group, Inc. 401(k) Plan · Sponsored by Keystone Insurers Group, Inc. · Pennsylvania · Finance & Insurance

$26M in assets, 138 participants

Keystone Insurers Group, Inc.'s Keystone Insurers Group, Inc. 401(k) Plan reported $26M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,810 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Keystone Insurers Group, Inc. 401(k) Plan covers 138 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $26M.

#5,810
in Finance & Insurance (8,869 peers)
+50.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Keystone Insurers Group, Inc. 401(k) Plan's outsized position by total assets

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

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

$26,437,124 Top 23% higher than 77% 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 Insurers Group, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keystone Insurers Group, Inc. 401(k) Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keystone Insurers Group, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Keystone Insurers Group, Inc. 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Keystone Insurers Group, Inc. 401(k) Plan reported participants rose from 129 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232263940 · Keystone Insurers Group, Inc. PY 2023 · 401(k)

Keystone Insurers Group, Inc. 401(k) Plan · $26M · 138 · 77th

  • PART $26M
  • PART 138
  • PART 77th
  • PART 401(k)
  • PART near Lucas, Horsfall, Murphy & Pindroh, LLP 401(k) Plan
  • PART ind #5810

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 Insurers Group, Inc. 401(k) Plan in the asset neighbourhood

Keystone Insurers Group, Inc. 401(k) PlanKeystone Insurers Group, Inc…$26MLucas, Horsfall, Murphy & Pindroh, LLP 401(k) PlanLucas, Horsfall, Murphy & Pi…$26MAireco Supply 401(k) Profit Sharing PlanAireco Supply 401(k) Profit …$26MPremier Medical Group of the Hudson Valley, PC 401(k) Profit Sharing Plan & TrustPremier Medical Group of the…$26MVmg Holdings LLC 401(k) Profit Sharing Plan & TrustVmg Holdings LLC 401(k) Prof…$26M
End-of-year total assets ($M) among Keystone Insurers Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN232263940
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keystone Insurers Group, Inc.)

Sponsor-wide plan assets over time

All Keystone Insurers Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 56.1330111806284% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.6M $27.5M ▲ +56.1%
Year Plans Participants Total Assets
2022 1 129 $18M
2023 1 138 $26M
2024 2 435 $27M

Nearby 401(k) Plans in Pennsylvania

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

Keystone Insurers Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Keystone Insurers Group, Inc. 401(k) Plan, Total assets ($B): 0.026437124 · Participants: 138Keystone Insurers Group, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Keystone Insurers Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Keystone Insurers Group, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Lucas, Horsfall, Murphy & Pindroh, LLP 401(k) Plan in CA ($26M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Insurers Group, Inc. 401(k) Plan assets move in 2023? ▼
Keystone Insurers Group, Inc. 401(k) Plan surged - up 50.2% during 2023, from $18M to $26M. Reported net income was $5M.
How have Keystone Insurers Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keystone Insurers Group, Inc.'s sponsor-wide assets grew 56.1%, from $18M to $27M.
Where does Keystone Insurers Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Keystone Insurers Group, Inc. 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Keystone Insurers Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lucas, Horsfall, Murphy & Pindroh, LLP 401(k) Plan in CA ($26M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Keystone Insurers Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 232263940.

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.