401(k) · DOL Form 5500 · 2023

Kratzenberg & Associates, Inc.Dba Keystone Collections Group 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
195
Participants Below avg headcount
54th
Percentile by assets National rank
$41,013
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Keystone Collections Group 401(k) Profit Sharing Plan · Sponsored by Kratzenberg & Associates, Inc.Dba Keystone Collections Group · Pennsylvania · Professional & Technical Services

$8M in assets, 195 participants

Kratzenberg & Associates, Inc.Dba Keystone Collections Group's Keystone Collections Group 401(k) Profit Sharing Plan reported $8M in total assets and 195 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.

  • #10,615 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Keystone Collections Group 401(k) Profit Sharing Plan covers 195 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#10,615
in Professional & Technical Services (20,321 peers)
+20.0%
assets growth YoY

Keystone Collections Group 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Keystone Collections Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,997,469 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

Keystone Collections Group 401(k) Profit Sharing 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. Keystone Collections Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keystone Collections Group 401(k) Profit Sharing Plan reported net income rose from -$545K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Keystone Collections Group 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Keystone Collections Group 401(k) Profit Sharing Plan reported participants rose from 191 in the plan year 2022 filing to 195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251780727 · Kratzenberg & Associates, Inc.Dba Keystone Collections Group PY 2023 · 401(k)

Keystone Collections Group 401(k) Profit Sharing Plan · $8M · 195 · 54th

  • VS-ST $8M
  • VS-ST 195
  • VS-ST 54th
  • VS-ST 401(k)
  • VS-ST near Midamerica Health 401(k) Plan
  • VS-ST ind #10615

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 Pennsylvania →

Keystone Collections Group 401(k) Profit Sharing Plan in the asset neighbourhood

Keystone Collections Group 401(k) Profit Sharing PlanKeystone Collections Group 4…$8MMidamerica Health 401(k) Plan$8MJake Marshall Service, Inc. 401(k) Profit Sharing PlanJake Marshall Service, Inc. …$8MThe Lake Doctors, Inc. Retirement Savings PlanThe Lake Doctors, Inc. Retir…$8MThe Bmw Store 401(k) Retirement PlanThe Bmw Store 401(k) Retirem…$8M
End-of-year total assets ($M) among Keystone Collections Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN251780727
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kratzenberg & Associates, Inc.Dba Keystone Collections Group)

Sponsor-wide plan assets over time

All Kratzenberg & Associates, Inc.Dba Keystone Collections Group plans reported in each filing year

Latest sponsor-wide plan assets
$9M 40.81008626936017% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.66M $9.38M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 191 $7M
2023 1 195 $8M
2024 1 203 $9M

Nearby 401(k) Plans in Pennsylvania

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

Keystone Collections Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Keystone Collections Group 401(k) Profit Sharing Plan, Total assets ($B): 0.007997469 · Participants: 195Keystone Collections Group 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Keystone Collections Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Keystone Collections Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Keystone Collections Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Midamerica Health 401(k) Plan in IN ($8M); by covered participants it is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Keystone Collections Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Keystone Collections Group 401(k) Profit Sharing Plan grew sharply - up 20.0% during 2023, from $7M to $8M. Reported net income was $1M.
How have Kratzenberg & Associates, Inc.Dba Keystone Collections Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kratzenberg & Associates, Inc.Dba Keystone Collections Group's sponsor-wide assets grew 40.8%, from $7M to $9M.
Which 401(k) plans are similar in size to Keystone Collections Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midamerica Health 401(k) Plan in IN ($8M, 254 participants).
Which 401(k) plans cover a similar participant headcount to Keystone Collections Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants, $29M 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 251780727.

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.