401(k) · DOL Form 5500 · 2023

Infusion Software, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
324
Participants Below avg headcount
70th
Percentile by assets National rank
$54,417
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Keap 401(k) Plan · Sponsored by Infusion Software, Inc. · Arizona · Administrative & Support Services

$18M in assets, 324 participants

Infusion Software, Inc.'s Keap 401(k) Plan reported $18M in total assets and 324 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #3,697 in Administrative & Support Services (4,372 peers)

Infusion Software, Inc. multi-year trail

Infusion Software, Inc.'s plans moved +36.8% in assets from 2022 to 2024; this filing shows Keap 401(k) Plan at $18M / 324 participants.

#3,697
in Administrative & Support Services (4,372 peers)
+25.4%
assets growth YoY

Keap 401(k) Plan's outsized position by total assets

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

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

$17,631,036 Top 30% higher than 70% 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

Keap 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. Keap 401(k) Plan sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keap 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Keap 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Keap 401(k) Plan reported participants fell from 392 in the plan year 2022 filing to 324 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261382667 · Infusion Software, Inc. PY 2023 · 401(k)

Keap 401(k) Plan · $18M · 324 · 70th

  • 5500 $18M
  • ASSETS 324
  • PCT 70th
  • EIN 401(k)
  • RANK near Hospital Consultants, P.C. Retirement Plan
  • PHOTO ind #3697

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 Administrative & Support Services retirement plans → · Plans in Arizona →

Keap 401(k) Plan in the asset neighbourhood

Keap 401(k) Plan$18MHospital Consultants, P.C. Retirement PlanHospital Consultants, P.C. R…$18MHighpoint Community Bank Profit Sharing PlanHighpoint Community Bank Pro…$18MOgura Corporation 401(k) Savings PlanOgura Corporation 401(k) Sav…$18MGuttenplans Frozen Dough, Inc. Profit Sharing & 401(k) PlanGuttenplans Frozen Dough, In…$18M
End-of-year total assets ($M) among Keap 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Infusion Software, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Infusion Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 36.83225479270802% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $19.2M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 392 $14M
2023 1 324 $18M
2024 1 305 $19M

Infusion Software, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN261382667
Plan Effective Date2014-06-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Keap 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Keap 401(k) Plan, Total assets ($B): 0.017631036 · Participants: 324Keap 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Keap 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Keap 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Hospital Consultants, P.C. Retirement Plan in MI ($18M); by covered participants it is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 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 Keap 401(k) Plan assets move in 2023? ▼
Keap 401(k) Plan grew sharply - up 25.4% during 2023, from $14M to $18M. Reported net income was $4M.
How have Infusion Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Infusion Software, Inc.'s sponsor-wide assets grew 36.8%, from $14M to $19M.
Which 401(k) plans are similar in size to Keap 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hospital Consultants, P.C. Retirement Plan in MI ($18M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Keap 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants, $24M 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 261382667.

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.