401(k) · DOL Form 5500 · 2023

Keystone Partners, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
74
Participants Small participant base
55th
Percentile by assets National rank
$117,019
Avg per participant Below avg balance/head
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Official DOL plan name: Keystone Partners 401(k) Savings Plan · Sponsored by Keystone Partners, LLC · Massachusetts · Professional & Technical Services

$9M in assets, 74 participants

Keystone Partners, LLC's Keystone Partners 401(k) Savings Plan reported $9M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,970 in Professional & Technical Services (20,321 peers)

Keystone Partners, LLC multi-year trail

Keystone Partners, LLC's plans moved +35.4% in assets from 2022 to 2024; this filing shows Keystone Partners 401(k) Savings Plan at $9M / 74 participants.

#10,970
in Professional & Technical Services (20,321 peers)
+12.1%
assets growth YoY

Keystone Partners 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Keystone Partners 401(k) Savings Plan vs every filed plan by assets

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

$8,659,384 Top 45% higher than 55% 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 Partners 401(k) Savings 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. Keystone Partners 401(k) Savings Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keystone Partners 401(k) Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $933K in the plan year 2023 filing.
  • Keystone Partners 401(k) Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Keystone Partners 401(k) Savings Plan reported participants rose from 72 in the plan year 2022 filing to 74 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 262935760 · Keystone Partners, LLC PY 2023 · 401(k)

Keystone Partners 401(k) Savings Plan · $9M · 74 · 55th

  • PCT $9M
  • PCT 74
  • PCT 55th
  • PCT 401(k)
  • PCT near Propeller Industries, LLC 401(k) Plan
  • PCT ind #10970

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 Massachusetts →

Keystone Partners 401(k) Savings Plan in the asset neighbourhood

Keystone Partners 401(k) Savings PlanKeystone Partners 401(k) Sav…$9MPropeller Industries, LLC 401(k) PlanPropeller Industries, LLC 40…$9MSyracuse Dairy, LLC 401(k) PlanSyracuse Dairy, LLC 401(k) P…$9MAllyis Retirement Plan$9MThorworks Industries, Inc. 401(k) Profit Sharing Plan & TrustThorworks Industries, Inc. 4…$9M
End-of-year total assets ($M) among Keystone Partners 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Keystone Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Keystone Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 35.43605692928257% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.73M $10.5M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 72 $8M
2023 1 74 $9M
2024 1 107 $10M

Keystone Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$933K
Employer EIN262935760
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Keystone Partners 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Keystone Partners 401(k) Savings Plan, Total assets ($B): 0.008659384 · Participants: 74Keystone Partners 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Keystone Partners 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Keystone Partners 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Propeller Industries, LLC 401(k) Plan in NY ($9M); by covered participants it is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Partners 401(k) Savings Plan assets move in 2023? ▼
Keystone Partners 401(k) Savings Plan grew at a solid clip - up 12.1% during 2023, from $8M to $9M. Reported net income was $933K.
How have Keystone Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keystone Partners, LLC's sponsor-wide assets grew 35.4%, from $8M to $10M.
Which 401(k) plans are similar in size to Keystone Partners 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Propeller Industries, LLC 401(k) Plan in NY ($9M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Keystone Partners 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants, $37K 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 262935760.

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.