401(k) · DOL Form 5500 · 2023

Nami Keystone Pennsylvania 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
25
Participants Small participant base
27th
Percentile by assets National rank
$56,335
Avg per participant Low balance/head
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Official DOL plan name: Nami Keystone Pennsylvania 401(k) Plan · Sponsored by Nami Keystone Pennsylvania · Pennsylvania · Healthcare & Social Assistance

$1M in assets, 25 participants

Nami Keystone Pennsylvania's Nami Keystone Pennsylvania 401(k) Plan reported $1M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,141 in Healthcare & Social Assistance (17,684 peers)

Nami Keystone Pennsylvania multi-year trail

Nami Keystone Pennsylvania's plans moved +47.2% in assets from 2022 to 2024; this filing shows Nami Keystone Pennsylvania 401(k) Plan at $1M / 25 participants.

#4,141
in Healthcare & Social Assistance (17,684 peers)
+24.0%
assets growth YoY

Nami Keystone Pennsylvania 401(k) Plan among the smaller filed plans by assets

Nami Keystone Pennsylvania 401(k) Plan vs every filed plan by assets

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

$1,408,364 27th percentile higher than 27% 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

Nami Keystone Pennsylvania 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. Nami Keystone Pennsylvania 401(k) Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nami Keystone Pennsylvania 401(k) Plan reported net income rose from -$177K in the plan year 2022 filing to $273K in the plan year 2023 filing.
  • Nami Keystone Pennsylvania 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Nami Keystone Pennsylvania 401(k) Plan reported participants rose from 23 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 251477291 · Nami Keystone Pennsylvania PY 2023 · 401(k)

Nami Keystone Pennsylvania 401(k) Plan · $1M · 25 · 27th

  • PCT $1M
  • PCT 25
  • PCT 27th
  • PCT 401(k)
  • PCT near Rrw, PC 401(k) Profit Sharing Plan
  • PCT ind #4141

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Nami Keystone Pennsylvania 401(k) Plan in the asset neighbourhood

Nami Keystone Pennsylvania 401(k) PlanNami Keystone Pennsylvania 4…$1MRrw, PC 401(k) Profit Sharing PlanRrw, PC 401(k) Profit Sharin…$1MAcme Foundry, Inc. 401(k) PlanAcme Foundry, Inc. 401(k) Pl…$1MRichard J Lynne Cpa P C 401(k) Profit Sharing Plan & TrustRichard J Lynne Cpa P C 401(…$1MCrown Fence Co. 401(k) Profit Sharing PlanCrown Fence Co. 401(k) Profi…$1M
End-of-year total assets ($M) among Nami Keystone Pennsylvania 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nami Keystone Pennsylvania multi-year asset trail

Sponsor-wide plan assets over time

All Nami Keystone Pennsylvania plans reported in each filing year

Latest sponsor-wide plan assets
$2M 47.20520134523621% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.14M $1.67M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 23 $1M
2023 1 25 $1M
2024 1 29 $2M

Nami Keystone Pennsylvania filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$273K
Employer EIN251477291
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Nami Keystone Pennsylvania 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Nami Keystone Pennsylvania 401(k) Plan, Total assets ($B): 0.001408364 · Participants: 25Nami Keystone Pennsylvania 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
Nami Keystone Pennsylvania 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Nami Keystone Pennsylvania 401(k) Plan side-by-side with 3 peers →

Nami Keystone Pennsylvania 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Rrw, PC 401(k) Profit Sharing Plan in GA ($1M); by covered participants it is Pulley & Associates, Inc. Profit Sharing Plan in GA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Nami Keystone Pennsylvania 401(k) Plan assets move in 2023? ▼
Nami Keystone Pennsylvania 401(k) Plan grew sharply - up 24.0% during 2023, from $1M to $1M. Reported net income was $273K.
How have Nami Keystone Pennsylvania plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nami Keystone Pennsylvania's sponsor-wide assets grew 47.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Nami Keystone Pennsylvania 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rrw, PC 401(k) Profit Sharing Plan in GA ($1M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Nami Keystone Pennsylvania 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulley & Associates, Inc. Profit Sharing Plan in GA (25 participants, $12M 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 251477291.

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.