Money Purchase · DOL Form 5500 · 2023
William a. Keen Money Purchase Plan
Data updated 2026-08-25
- $254K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $127,108
- Avg per participant Near avg balance/head
Official DOL plan name: William a. Keen Money Purchase Plan & Trust · Sponsored by William a. Keen · Virginia · Finance & Insurance
$254K in assets, 2 participants
William a. Keen's William a. Keen Money Purchase Plan & Trust reported $254K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #644 in Finance & Insurance (8,869 peers)
2023 asset change
William a. Keen Money Purchase Plan & Trust grew at a solid clip 11.2% in 2023 ($229K → $254K) for 2 participants.
- #644
- in Finance & Insurance (8,869 peers)
- +11.2%
- assets growth YoY
William a. Keen Money Purchase Plan & Trust among the smaller filed plans by assets
William a. Keen Money Purchase Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$254,216 12th percentile higher than 12% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
William a. Keen Money Purchase Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William a. Keen Money Purchase Plan & Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- William a. Keen Money Purchase Plan & Trust reported net income rose from -$38K in the plan year 2022 filing to $26K in the plan year 2023 filing.
- William a. Keen Money Purchase Plan & Trust end-of-year assets rose from $229K in the plan year 2022 filing to $254K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 541332799 · William a. Keen PY 2023 · Money Purchase
William a. Keen Money Purchase Plan & Trust · $254K · 2 · 12th
- VS-ST $254K
- BOY 2
- SCH 12th
- EBSA Money Purchase
- PART near Schroeder Truck Repair Co Money Purchase Plan
- TYPE ind #644
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 Finance & Insurance retirement plans → · Plans in Virginia →
William a. Keen Money Purchase Plan & Trust in the asset neighbourhood
William a. Keen years around the 2023 move
Sponsor-wide plan assets over time
All William a. Keen plans reported in each filing year
- Latest sponsor-wide plan assets
- $563K 9.413856768049753% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $515K |
| 2023 | 2 | 4 | $558K |
| 2024 | 2 | 4 | $563K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $229K |
|---|---|
| Net Assets (End of Year) | $254K |
| Net Income | $26K |
| Employer EIN | 541332799 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The George Washington University Retirement Plan for Faculty and Staff $1.3B · 3,809
- Noblis, Inc. Qualified Retirement Plan $222M · 2,122
- Mid-Atlantic States District Council Participating Locals Annuity Fund $128M · 2,849
- American College of Radiology Employees' Pension Plan and Trust $103M · 559
- Operating Engineers Local No. 147 Annuity Fund $56M · 707
William a. Keen Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside Virginia, the nearest Money Purchase by assets is Schroeder Truck Repair Co Money Purchase Plan in MO ($254K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($254K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Blake Money Purchase Pension Plan (MA) 2 · 0 off
- Diagnostic Radiology Consultants PC Money Purchase Pension Plan (OK) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.