401(k) · DOL Form 5500 · 2023

Keysource Acquisition, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
135
Participants Small participant base
54th
Percentile by assets National rank
$58,637
Avg per participant Low balance/head
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Official DOL plan name: Keysource 401(k) Plan · Sponsored by Keysource Acquisition, LLC · Ohio · Wholesale Trade

$8M in assets, 135 participants

Keysource Acquisition, LLC's Keysource 401(k) Plan reported $8M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,777 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Keysource 401(k) Plan covers 135 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $8M.

#2,777
in Wholesale Trade (6,309 peers)
+31.5%
assets growth YoY

Keysource 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Keysource 401(k) Plan vs every filed plan by assets

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

$7,916,001 Top 46% higher than 54% 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

Keysource 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. Keysource 401(k) Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keysource 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Keysource 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Keysource 401(k) Plan reported participants fell from 167 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 812071364 · Keysource Acquisition, LLC PY 2023 · 401(k)

Keysource 401(k) Plan · $8M · 135 · 54th

  • BOOK $8M
  • VS-ST 135
  • BOY 54th
  • SCH 401(k)
  • EBSA near Wayne Cooperative Insurance Company 401(k) Retirement Savings Plan
  • PART ind #2777

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 Wholesale Trade retirement plans → · Plans in Ohio →

Keysource 401(k) Plan in the asset neighbourhood

Keysource 401(k) Plan$8MWayne Cooperative Insurance Company 401(k) Retirement Savings PlanWayne Cooperative Insurance …$8MAll Rise 401(k) Plan$8MLewa America Inc 401(k) Profit Sharing Plan & TrustLewa America Inc 401(k) Prof…$8MGriffin Automotive Group, LLC 401(k) PlanGriffin Automotive Group, LL…$8M
End-of-year total assets ($M) among Keysource 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN812071364
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keysource Acquisition, LLC)

Sponsor-wide plan assets over time

All Keysource Acquisition, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 64.7752062960479% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.02M $9.92M ▲ +64.8%
Year Plans Participants Total Assets
2022 1 167 $6M
2023 1 135 $8M
2024 1 160 $10M

Nearby 401(k) Plans in Ohio

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

Keysource 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Keysource 401(k) Plan, Total assets ($B): 0.007916001 · Participants: 135Keysource 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Keysource 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Keysource 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Wayne Cooperative Insurance Company 401(k) Retirement Savings Plan in NY ($8M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Keysource 401(k) Plan assets move in 2023? ▼
Keysource 401(k) Plan surged - up 31.5% during 2023, from $6M to $8M. Reported net income was $2M.
How have Keysource Acquisition, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keysource Acquisition, LLC's sponsor-wide assets grew 64.8%, from $6M to $10M.
Which 401(k) plans are similar in size to Keysource 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wayne Cooperative Insurance Company 401(k) Retirement Savings Plan in NY ($8M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Keysource 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants, N/A 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 812071364.

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.