Other · DOL Form 5500 · 2023
Keystone College Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 130
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $259,121
- Avg per participant Above avg balance/head
Official DOL plan name: Keystone College 403(b) Retirement Plan · Sponsored by Keystone College · Pennsylvania · Educational Services
$34M in assets, 130 participants
Keystone College's Keystone College 403(b) Retirement Plan reported $34M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #2,487 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Keystone College 403(b) Retirement Plan covers 130 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $34M.
- #2,487
- in Educational Services (3,735 peers)
- +7.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Keystone College 403(b) Retirement Plan's outsized position by total assets
Keystone College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,685,740 Top 19% higher than 81% 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
Keystone College 403(b) Retirement 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 College 403(b) Retirement Plan sits mid-pack in the medium band (130 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Keystone College 403(b) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Keystone College 403(b) Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Keystone College 403(b) Retirement Plan reported participants fell from 135 in the plan year 2022 filing to 130 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 240795441 · Keystone College PY 2023 · Other
Keystone College 403(b) Retirement Plan · $34M · 130 · 81st
- IND $34M
- EOY 130
- 5500 81st
- ASSETS Other
- PCT near Berwick Academy Defined Contribution Retirement Plan
- EIN ind #2487
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 Educational Services retirement plans → · Plans in Pennsylvania →
Keystone College 403(b) Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $2M |
| Employer EIN | 240795441 |
| Plan Effective Date | 1959-07-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Keystone College)
Sponsor-wide plan assets over time
All Keystone College plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 7.701088965827719% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $31M |
| 2023 | 1 | 130 | $34M |
| 2024 | 1 | 127 | $34M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Keystone College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Berwick Academy Defined Contribution Retirement Plan in ME ($34M); by covered participants it is Tiaa-Cref Retirement Plan for Employees of Cate School in CA (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Berwick Academy Defined Contribution Retirement Plan (ME) $34M · 206
- Memphis University School DC Plan (TN) $34M · 160
- Oceana, Inc. Retirement Plan (DC) $34M · 143
- Tiaa-Cref Tax Deferred Annuity for All Employees O (NY) $34M · 196
Similar participant headcount
Nearest other-state filings by covered participants (130 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.