401(k) · DOL Form 5500 · 2023
Keepsake City, Inc. 401(k) Plan
Data updated 2026-08-25
- $60K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $30,092
- Avg per participant Low balance/head
Official DOL plan name: Keepsake City, Inc. Retirement Plan · Sponsored by Keepsake City, Inc. · Texas · Retail Trade
$60K in assets, 2 participants
Keepsake City, Inc.'s Keepsake City, Inc. Retirement Plan reported $60K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.
- #549 in Retail Trade (8,414 peers)
Keepsake City, Inc. multi-year trail
Keepsake City, Inc.'s plans moved -50.1% in assets from 2023 to 2024; this filing shows Keepsake City, Inc. Retirement Plan at $60K / 2 participants.
- #549
- in Retail Trade (8,414 peers)
- $60K
- reported net income
Keepsake City, Inc. Retirement Plan among the smaller filed plans by assets
Keepsake City, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$60,183 4th percentile higher than 4% 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
Keepsake City, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keepsake City, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 933436007 · Keepsake City, Inc. PY 2023 · 401(k)
Keepsake City, Inc. Retirement Plan · $60K · 2 · 4th
- VS-ST $60K
- BOY 2
- SCH 4th
- EBSA 401(k)
- PART near Roosevelt Management Company LLC 401(k) Plan
- TYPE ind #549
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 Retail Trade retirement plans → · Plans in Texas →
Keepsake City, Inc. Retirement Plan in the asset neighbourhood
Keepsake City, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Keepsake City, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30K 50.083910738912984% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 2 | $60K |
| 2024 | 1 | 2 | $30K |
Keepsake City, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $60K |
| Net Income | $60K |
| Employer EIN | 933436007 |
| Plan Effective Date | 2023-09-22 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Keepsake City, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Roosevelt Management Company LLC 401(k) Plan in NY ($60K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60K here).
- Roosevelt Management Company LLC 401(k) Plan (NY) $60K · 690
- Management Assessment Consultants, Solutions in the Market (Macsim), Inc. 401(k) Profit Sharing Plan (CT) $60K · 2
- Mid Atlantic Industrial Textil 401(k) Profit Sharing Plan & Trust (NJ) $60K · 8
- Wsg Ventures Incorporated 401(k) Profit Sharing Plan (OH) $60K · 6
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.