ESOP · DOL Form 5500 · 2023

Keenan Energy Company ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
47
Participants Small participant base
52nd
Percentile by assets National rank
$159,538
Avg per participant Above avg balance/head
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Official DOL plan name: Keenan Energy Company Employee Stock Ownership Plan and Trust · Sponsored by Keenan Energy Company · South Carolina · Retail Trade

$7M in assets, 47 participants

Keenan Energy Company's Keenan Energy Company Employee Stock Ownership Plan and Trust reported $7M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,267 in Retail Trade (8,414 peers)

What the 2023 filing shows

Keenan Energy Company Employee Stock Ownership Plan and Trust holds $7M for 47 participants - about $159,538 per participant, above the median plan by assets.

#5,267
in Retail Trade (8,414 peers)
+2.0%
assets growth YoY

Keenan Energy Company Employee Stock Ownership Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Keenan Energy Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$7,498,291 Top 48% higher than 52% 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

Keenan Energy Company Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keenan Energy Company Employee Stock Ownership Plan and Trust is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keenan Energy Company Employee Stock Ownership Plan and Trust reported net income fell from $729K in the plan year 2022 filing to $145K in the plan year 2023 filing.
  • Keenan Energy Company Employee Stock Ownership Plan and Trust reported participants fell from 55 in the plan year 2022 filing to 47 in the plan year 2023 filing.
  • Keenan Energy Company Employee Stock Ownership Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 570349595 · Keenan Energy Company PY 2023 · ESOP

Keenan Energy Company Employee Stock Ownership Plan and Trust · $7M · 47 · 52nd

  • ASSETS $7M
  • PCT 47
  • EIN 52nd
  • RANK ESOP
  • PHOTO near The Nevell Group, Inc. Employee Stock Ownership Plan
  • IND ind #5267

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 What is an ESOP? → · Plans in South Carolina →

Keenan Energy Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Marquette Bank Employee Stock Ownership PlanMarquette Bank Employee Stoc…$8MKeenan Energy Company Employee Stock Ownership Plan and TrustKeenan Energy Company Employ…$7MThe Nevell Group, Inc. Employee Stock Ownership PlanThe Nevell Group, Inc. Emplo…$7MMcgarvin-Moberly Employee Stock Ownership PlanMcgarvin-Moberly Employee St…$7MJohnston Construction Company Employee Stock Ownership PlanJohnston Construction Compan…$7M
End-of-year total assets ($M) among Keenan Energy Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$145K
Employer EIN570349595
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keenan Energy Company)

Sponsor-wide plan assets over time

All Keenan Energy Company plans reported in each filing year

Latest sponsor-wide plan assets
$7M 5.92522269171492% vs 2022
2024 filing year
$6.8M$7M$7.2M$7.4M$7.6M 202220232024 $7.35M $6.92M ▼ -5.9%
Year Plans Participants Total Assets
2022 1 55 $7M
2023 1 47 $7M
2024 1 39 $7M

Nearby ESOP Plans in South Carolina

Peer ESOP plans, same state, same plan type, ranked by total assets.

Keenan Energy Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400 020406080 Total assets ($M) Participants Keenan Energy Company Employee Stock Ownership Plan and Trust, Total assets ($M): 7.498291 · Participants: 47Keenan Energy Company Employee Stock Ownership Plan and TrustBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, Inc. Employee Stock Ownership Plan
Keenan Energy Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Keenan Energy Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Keenan Energy Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is The Nevell Group, Inc. Employee Stock Ownership Plan in CA ($7M); by covered participants it is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Keenan Energy Company Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Keenan Energy Company Employee Stock Ownership Plan and Trust edged up modestly - up 2.0% during 2023, from $7M to $7M. Reported net income was $145K.
How have Keenan Energy Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keenan Energy Company's sponsor-wide assets declined 5.9%, from $7M to $7M.
Which ESOP plans are similar in size to Keenan Energy Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is The Nevell Group, Inc. Employee Stock Ownership Plan in CA ($7M, 165 participants).
Which ESOP plans cover a similar participant headcount to Keenan Energy Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants, $15M 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 570349595.

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.