401(k) · DOL Form 5500 · 2023

Keystone Agency Partners LLC 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
828
Participants Near avg headcount
88th
Percentile by assets National rank
$81,637
Avg per participant Below avg balance/head
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Official DOL plan name: Keystone Agency Partners 401(k) Plan · Sponsored by Keystone Agency Partners LLC · Pennsylvania · Finance & Insurance

$68M in assets, 828 participants

Keystone Agency Partners LLC's Keystone Agency Partners 401(k) Plan reported $68M in total assets and 828 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,277 in Finance & Insurance (8,869 peers)

Where Keystone Agency Partners 401(k) Plan sits by assets

Keystone Agency Partners 401(k) Plan sits in the top quartile of all filed plans by assets, $68M for 828 participants (~$81,637/participant), up 66.9% in 2023.

#7,277
in Finance & Insurance (8,869 peers)
+66.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Keystone Agency Partners 401(k) Plan's outsized position by total assets

Keystone Agency Partners 401(k) Plan vs every filed plan by assets

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

$67,595,314 Top 12% higher than 88% 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 Agency Partners 401(k) 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 Agency Partners 401(k) Plan sits mid-pack in the medium band (828 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keystone Agency Partners 401(k) Plan reported net income rose from $9M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Keystone Agency Partners 401(k) Plan reported participants rose from 418 in the plan year 2022 filing to 828 in the plan year 2023 filing.
  • Keystone Agency Partners 401(k) Plan end-of-year assets rose from $40M in the plan year 2022 filing to $68M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 842940208 · Keystone Agency Partners LLC PY 2023 · 401(k)

Keystone Agency Partners 401(k) Plan · $68M · 828 · 88th

  • EOY $68M
  • 5500 828
  • ASSETS 88th
  • PCT 401(k)
  • EIN near Madison Gas and Electric Company Retirement Savings Plan
  • RANK ind #7277

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Keystone Agency Partners 401(k) Plan in the asset neighbourhood

Keystone Agency Partners 401(k) PlanKeystone Agency Partners 401…$68MMadison Gas and Electric Company Retirement Savings PlanMadison Gas and Electric Com…$68MOntario Systems, LLC 401(k) PlanOntario Systems, LLC 401(k) …$68MNinyo & Moore Geotechnical & Environmental Sciences ConsultantsNinyo & Moore Geotechnical &…$68MBcs Automotive Interface Solutions U.S. LLC 401(k) Savings PlanBcs Automotive Interface Sol…$68M
End-of-year total assets ($M) among Keystone Agency Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$68M
Net Income$19M
Employer EIN842940208
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keystone Agency Partners LLC)

Sponsor-wide plan assets over time

All Keystone Agency Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$88M 118.46960388058329% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $40.5M $88.5M ▲ +118.5%
Year Plans Participants Total Assets
2022 1 418 $40M
2023 1 828 $68M
2024 1 1,216 $88M

Nearby 401(k) Plans in Pennsylvania

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

Keystone Agency Partners 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Keystone Agency Partners 401(k) Plan, Total assets ($B): 0.067595314 · Participants: 828Keystone Agency Partners 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Keystone Agency Partners 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Keystone Agency Partners 401(k) Plan side-by-side with 3 peers →

Keystone Agency Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Madison Gas and Electric Company Retirement Savings Plan in WI ($68M); by covered participants it is Avi Systems, Inc. Employee Stock Ownership Plan in KS (828 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (828 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 Agency Partners 401(k) Plan assets move in 2023? ▼
Keystone Agency Partners 401(k) Plan surged - up 66.9% during 2023, from $40M to $68M. Reported net income was $19M.
How have Keystone Agency Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keystone Agency Partners LLC's sponsor-wide assets grew 118.5%, from $40M to $88M.
Where does Keystone Agency Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Keystone Agency Partners 401(k) Plan ranks in the 88th 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 Agency Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Madison Gas and Electric Company Retirement Savings Plan in WI ($68M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Keystone Agency Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avi Systems, Inc. Employee Stock Ownership Plan in KS (828 participants, $325M 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 842940208.

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.