401(k) · DOL Form 5500 · 2023

Keystone Strategy LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
170
Participants Small participant base
76th
Percentile by assets National rank
$146,387
Avg per participant Above avg balance/head
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Official DOL plan name: Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Keystone Strategy LLC · Massachusetts · Professional & Technical Services

$25M in assets, 170 participants

Keystone Strategy LLC's Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust reported $25M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,580 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust covers 170 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $25M.

#15,580
in Professional & Technical Services (20,321 peers)
+36.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$24,885,711 Top 24% higher than 76% 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 Strategy LLC 401(k) Profit Sharing Plan and Trust 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 Strategy LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$650K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $18M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 149 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 760838207 · Keystone Strategy LLC PY 2023 · 401(k)

Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust · $25M · 170 · 76th

  • RANK $25M
  • RANK 170
  • RANK 76th
  • RANK 401(k)
  • RANK near Hukariascendent, Inc. 401(k) Profit Sharing Plan
  • RANK ind #15580

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 Massachusetts →

Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Keystone Strategy LLC 401(k) Profit Sharing Plan and TrustKeystone Strategy LLC 401(k)…$25MHukariascendent, Inc. 401(k) Profit Sharing PlanHukariascendent, Inc. 401(k)…$25MW.E. Bowers & Associates Non-Union Retirement PlanW.E. Bowers & Associates Non…$25MFederation of State Boards of Physical Therapy 401(k) PlanFederation of State Boards o…$25MFox Head, Inc. Retirement TrustFox Head, Inc. Retirement Tr…$25M
End-of-year total assets ($M) among Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$25M
Net Income$7M
Employer EIN760838207
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keystone Strategy LLC)

Sponsor-wide plan assets over time

All Keystone Strategy LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 75.37946943976817% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.2M $32M ▲ +75.4%
Year Plans Participants Total Assets
2022 1 149 $18M
2023 1 170 $25M
2024 1 139 $32M

Nearby 401(k) Plans in Massachusetts

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

Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.024885711 · Participants: 170Keystone Strategy LLC 401(k) Profit Sharing Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hukariascendent, Inc. 401(k) Profit Sharing Plan in CO ($25M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Strategy LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust surged - up 36.5% during 2023, from $18M to $25M. Reported net income was $7M.
How have Keystone Strategy LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keystone Strategy LLC's sponsor-wide assets grew 75.4%, from $18M to $32M.
Where does Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust ranks in the 76th 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 Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hukariascendent, Inc. 401(k) Profit Sharing Plan in CO ($25M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Keystone Strategy LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 participants, N/A 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 760838207.

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.