401(k) · DOL Form 5500 · 2023

Keller and Heckman LLP 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
120
Participants Small participant base
89th
Percentile by assets National rank
$590,352
Avg per participant High balance/head
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Official DOL plan name: Keller and Heckman LLP Employees 401(k) Profit Sharing Plan · Sponsored by Keller and Heckman LLP · District of Columbia · Professional & Technical Services

$71M in assets, 120 participants

Keller and Heckman LLP's Keller and Heckman LLP Employees 401(k) Profit Sharing Plan reported $71M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,267 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

Keller and Heckman LLP Employees 401(k) Profit Sharing Plan covers 120 participants in District of Columbia, about 8% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $71M.

#18,267
in Professional & Technical Services (20,321 peers)
+10.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Keller and Heckman LLP Employees 401(k) Profit Sharing Plan's outsized position by total assets

Keller and Heckman LLP Employees 401(k) Profit Sharing Plan vs every filed plan by assets

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

$70,842,216 Top 11% higher than 89% 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

Keller and Heckman LLP Employees 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. Keller and Heckman LLP Employees 401(k) Profit Sharing Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keller and Heckman LLP Employees 401(k) Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Keller and Heckman LLP Employees 401(k) Profit Sharing Plan end-of-year assets rose from $64M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • Keller and Heckman LLP Employees 401(k) Profit Sharing Plan reported participants rose from 114 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 520743156 · Keller and Heckman LLP PY 2023 · 401(k)

Keller and Heckman LLP Employees 401(k) Profit Sharing Plan · $71M · 120 · 89th

  • SCH $71M
  • EBSA 120
  • PART 89th
  • TYPE 401(k)
  • NET near Michigan Healthcare Professionals, P.C. 401(k) Profit Sharing Plan and Trust
  • BOOK ind #18267

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 District of Columbia →

Keller and Heckman LLP Employees 401(k) Profit Sharing Plan in the asset neighbourhood

Thrifty Drug Stores Inc. Profit Sharing PlanThrifty Drug Stores Inc. Pro…$71MRenewable Energy Systems Americas Inc. 401(k) PlanRenewable Energy Systems Ame…$71MKeller and Heckman LLP Employees 401(k) Profit Sharing PlanKeller and Heckman LLP Emplo…$71MMichigan Healthcare Professionals, P.C. 401(k) Profit Sharing Plan and TrustMichigan Healthcare Professi…$71MRml Health Providers Employees 401(k) Savings PlanRml Health Providers Employe…$71M
End-of-year total assets ($M) among Keller and Heckman LLP Employees 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$71M
Net Income$7M
Employer EIN520743156
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keller and Heckman LLP)

Sponsor-wide plan assets over time

All Keller and Heckman LLP plans reported in each filing year

Latest sponsor-wide plan assets
$85M 32.34950576178178% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $63.9M $84.6M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 114 $64M
2023 1 120 $71M
2024 1 120 $85M

Nearby 401(k) Plans in District of Columbia

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

Keller and Heckman LLP Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Keller and Heckman LLP Employees 401(k) Profit Sharing Plan, Total assets ($B): 0.070842216 · Participants: 120Keller and Heckman LLP Employees 401(k) Profit Sharing PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Keller and Heckman LLP Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Keller and Heckman LLP Employees 401(k) Profit Sharing Plan side-by-side with 3 peers →

Keller and Heckman LLP Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Michigan Healthcare Professionals, P.C. 401(k) Profit Sharing Plan and Trust in MI ($71M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Keller and Heckman LLP Employees 401(k) Profit Sharing Plan assets move in 2023? ▼
Keller and Heckman LLP Employees 401(k) Profit Sharing Plan grew at a solid clip - up 10.8% during 2023, from $64M to $71M. Reported net income was $7M.
How have Keller and Heckman LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keller and Heckman LLP's sponsor-wide assets grew 32.3%, from $64M to $85M.
Where does Keller and Heckman LLP Employees 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Keller and Heckman LLP Employees 401(k) Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Keller and Heckman LLP Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Michigan Healthcare Professionals, P.C. 401(k) Profit Sharing Plan and Trust in MI ($71M, 430 participants).
Which 401(k) plans cover a similar participant headcount to Keller and Heckman LLP Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 520743156.

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.