401(k) · DOL Form 5500 · 2023
Keller Oreilly & Watson, P.C. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $415,586
- Avg per participant High balance/head
Official DOL plan name: Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan · Sponsored by Keller Oreilly & Watson, P.C. · New York · Professional & Technical Services
$5M in assets, 12 participants
Keller Oreilly & Watson, P.C.'s Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan reported $5M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #8,558 in Professional & Technical Services (20,321 peers)
Keller Oreilly & Watson, P.C. multi-year trail
Keller Oreilly & Watson, P.C.'s plans moved +18.1% in assets from 2022 to 2024; this filing shows Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan at $5M / 12 participants.
- #8,558
- in Professional & Technical Services (20,321 peers)
- +14.8%
- assets growth YoY
Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,987,036 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan reported net income rose from -$1M in the plan year 2022 filing to $641K in the plan year 2023 filing.
- Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 113042675 · Keller Oreilly & Watson, P.C. PY 2023 · 401(k)
Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan · $5M · 12 · 44th
- BOY $5M
- SCH 12
- EBSA 44th
- PART 401(k)
- TYPE near Superior Holding, Inc. 401(k)
- NET ind #8558
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 Professional & Technical Services retirement plans → · Plans in New York →
Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan in the asset neighbourhood
Keller Oreilly & Watson, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Keller Oreilly & Watson, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 18.120956864167205% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $4M |
| 2023 | 1 | 12 | $5M |
| 2024 | 1 | 13 | $5M |
Keller Oreilly & Watson, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $641K |
| Employer EIN | 113042675 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Superior Holding, Inc. 401(k) in KS ($5M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.