401(k) · DOL Form 5500 · 2023

Keystone Senior Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1,046
Participants Near avg headcount
32nd
Percentile by assets National rank
$2,254
Avg per participant Low balance/head
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Official DOL plan name: Keystone Senior Management Services, Inc. 401(k) Plan · Sponsored by Keystone Senior Management Services, Inc. · Indiana · Real Estate

$2M in assets, 1,046 participants

Keystone Senior Management Services, Inc.'s Keystone Senior Management Services, Inc. 401(k) Plan reported $2M in total assets and 1,046 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,464 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Keystone Senior Management Services, Inc. 401(k) Plan ranks #2,464 of 4,727 2023 filers by assets (1101% of the sector average)-$2M for 1,046 participants.

#2,464
in Real Estate (4,727 peers)
+47.2%
assets growth YoY

Keystone Senior Management Services, Inc. 401(k) Plan among the smaller filed plans by assets

Keystone Senior Management Services, Inc. 401(k) Plan vs every filed plan by assets

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

$2,357,982 32nd percentile higher than 32% 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 Senior Management Services, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keystone Senior Management Services, Inc. 401(k) Plan lands in the large band (1,046 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keystone Senior Management Services, Inc. 401(k) Plan reported net income rose from -$51K in the plan year 2022 filing to $756K in the plan year 2023 filing.
  • Keystone Senior Management Services, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Keystone Senior Management Services, Inc. 401(k) Plan reported participants rose from 938 in the plan year 2022 filing to 1,046 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 300036455 · Keystone Senior Management Services, Inc. PY 2023 · 401(k)

Keystone Senior Management Services, Inc. 401(k) Plan · $2M · 1,046 · 32nd

  • TYPE $2M
  • TYPE 1,046
  • TYPE 32nd
  • TYPE 401(k)
  • TYPE near Advanced Environmental Corp. 401(k) Plan
  • TYPE ind #2464

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 Real Estate retirement plans → · Plans in Indiana →

Keystone Senior Management Services, Inc. 401(k) Plan in the asset neighbourhood

Keystone Senior Management Services, Inc. 401(k) PlanKeystone Senior Management S…$2MAdvanced Environmental Corp. 401(k) PlanAdvanced Environmental Corp.…$2MJames a. Quaglino, Inc. 401(k) Profit Sharing PlanJames a. Quaglino, Inc. 401(…$2MTupelo Honey Hospitality Corporation 401(k) PlanTupelo Honey Hospitality Cor…$2MPeak Managment LLC 401(k) Profit Sharing Plan & TrustPeak Managment LLC 401(k) Pr…$2M
End-of-year total assets ($M) among Keystone Senior Management Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$756K
Employer EIN300036455
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keystone Senior Management Services, Inc.)

Sponsor-wide plan assets over time

All Keystone Senior Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 103.0837989105867% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.6M $3.25M ▲ +103.1%
Year Plans Participants Total Assets
2022 1 938 $2M
2023 1 1,046 $2M
2024 1 1,126 $3M

Nearby 401(k) Plans in Indiana

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

Keystone Senior Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Keystone Senior Management Services, Inc. 401(k) Plan, Total assets ($B): 0.002357982 · Participants: 1046Keystone Senior Management Services, Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Keystone Senior Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Keystone Senior Management Services, Inc. 401(k) Plan side-by-side with 3 peers →

Keystone Senior Management Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Advanced Environmental Corp. 401(k) Plan in NY ($2M); by covered participants it is Res 401(k) Plan in TX (1,046 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,046 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 Senior Management Services, Inc. 401(k) Plan assets move in 2023? ▼
Keystone Senior Management Services, Inc. 401(k) Plan surged - up 47.2% during 2023, from $2M to $2M. Reported net income was $756K.
How have Keystone Senior Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keystone Senior Management Services, Inc.'s sponsor-wide assets grew 103.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Keystone Senior Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Environmental Corp. 401(k) Plan in NY ($2M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Keystone Senior Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Res 401(k) Plan in TX (1,046 participants, $55M 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 300036455.

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.