401(k) · DOL Form 5500 · 2023

Keiter, Stephens, Hurst, Gary & Shreaves, P.C. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
176
Participants Small participant base
84th
Percentile by assets National rank
$257,739
Avg per participant Above avg balance/head
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Official DOL plan name: Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan · Sponsored by Keiter, Stephens, Hurst, Gary & Shreaves, P.C. · Virginia · Professional & Technical Services

$45M in assets, 176 participants

Keiter, Stephens, Hurst, Gary & Shreaves, P.C.'s Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan reported $45M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,369 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan covers 176 participants in Virginia, about 23% of the average Virginia filer (state average ~782 per filing). Assets: $45M.

#17,369
in Professional & Technical Services (20,321 peers)
+10.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan's outsized position by total assets

Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan vs every filed plan by assets

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

$45,362,013 Top 16% higher than 84% 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

Keiter, Stephens, Hurst, Gary & Shreaves 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. Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan end-of-year assets rose from $41M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan reported participants rose from 164 in the plan year 2022 filing to 176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541631262 · Keiter, Stephens, Hurst, Gary & Shreaves, P.C. PY 2023 · 401(k)

Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan · $45M · 176 · 84th

  • RANK $45M
  • PHOTO 176
  • IND 84th
  • EOY 401(k)
  • 5500 near Columbia Orthopaedic Group Profit Sharing Plan and Trust
  • ASSETS ind #17369

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 Virginia →

Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan in the asset neighbourhood

Keiter, Stephens, Hurst, Gary & Shreaves 401(k) PlanKeiter, Stephens, Hurst, Gar…$45MColumbia Orthopaedic Group Profit Sharing Plan and TrustColumbia Orthopaedic Group P…$45MAlignment Healthcare USA, LLC 401(k) PlanAlignment Healthcare USA, LL…$45MRsi 401(k) Retirement Savings PlanRsi 401(k) Retirement Saving…$45MMcgrath Automotive Group, Inc. 401(k) PlanMcgrath Automotive Group, In…$45M
End-of-year total assets ($M) among Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$45M
Net Income$4M
Employer EIN541631262
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keiter, Stephens, Hurst, Gary & Shreaves, P.C.)

Sponsor-wide plan assets over time

All Keiter, Stephens, Hurst, Gary & Shreaves, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 26.958406192365192% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $41.1M $52.1M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 164 $41M
2023 1 176 $45M
2024 1 195 $52M

Nearby 401(k) Plans in Virginia

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

Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan, Total assets ($B): 0.045362013 · Participants: 176Keiter, Stephens, Hurst, Gary & Shreaves 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan side-by-side with 3 peers →

Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Columbia Orthopaedic Group Profit Sharing Plan and Trust in MO ($45M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan assets move in 2023? ▼
Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan grew at a solid clip - up 10.5% during 2023, from $41M to $45M. Reported net income was $4M.
How have Keiter, Stephens, Hurst, Gary & Shreaves, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keiter, Stephens, Hurst, Gary & Shreaves, P.C.'s sponsor-wide assets grew 27.0%, from $41M to $52M.
Where does Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan rank by assets among Form 5500 filers? ▼
Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan ranks in the 84th 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 Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Columbia Orthopaedic Group Profit Sharing Plan and Trust in MO ($45M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants, $18M 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 541631262.

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.