401(k) · DOL Form 5500 · 2023

Keith & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
163
Participants Small participant base
46th
Percentile by assets National rank
$32,726
Avg per participant Low balance/head
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Official DOL plan name: Keith and Associates, Inc. 401(k) Plan · Sponsored by Keith & Associates, Inc. · Florida · Professional & Technical Services

$5M in assets, 163 participants

Keith & Associates, Inc.'s Keith and Associates, Inc. 401(k) Plan reported $5M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,845 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Keith and Associates, Inc. 401(k) Plan covers 163 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#8,845
in Professional & Technical Services (20,321 peers)
+26.4%
assets growth YoY

Keith and Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Keith and Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$5,334,339 46th percentile higher than 46% 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

Keith and Associates, Inc. 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. Keith and Associates, Inc. 401(k) Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keith and Associates, Inc. 401(k) Plan reported net income rose from -$298K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Keith and Associates, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Keith and Associates, Inc. 401(k) Plan reported participants rose from 156 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 650806421 · Keith & Associates, Inc. PY 2023 · 401(k)

Keith and Associates, Inc. 401(k) Plan · $5M · 163 · 46th

  • VS-ST $5M
  • BOY 163
  • SCH 46th
  • EBSA 401(k)
  • PART near Summit 7 Systems 401(k) Plan
  • TYPE ind #8845

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 Florida →

Keith and Associates, Inc. 401(k) Plan in the asset neighbourhood

Keith and Associates, Inc. 401(k) PlanKeith and Associates, Inc. 4…$5MSummit 7 Systems 401(k) Plan$5MNew York Foundation for Senior Citizens 401(k) PlanNew York Foundation for Seni…$5MNebo Agency, LLC 401(k) Plan$5MHeidelberg Distributing - Local 1199 401(k) Savings PlanHeidelberg Distributing - Lo…$5M
End-of-year total assets ($M) among Keith and Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN650806421
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keith & Associates, Inc.)

Sponsor-wide plan assets over time

All Keith & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 66.20433419218436% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.22M $7.01M ▲ +66.1%
Year Plans Participants Total Assets
2022 1 156 $4M
2023 1 163 $5M
2024 1 177 $7M

Nearby 401(k) Plans in Florida

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

Keith and Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Keith and Associates, Inc. 401(k) Plan, Total assets ($B): 0.005334339 · Participants: 163Keith and Associates, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Keith and Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Keith and Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Keith and Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Summit 7 Systems 401(k) Plan in AL ($5M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Keith and Associates, Inc. 401(k) Plan assets move in 2023? ▼
Keith and Associates, Inc. 401(k) Plan grew sharply - up 26.4% during 2023, from $4M to $5M. Reported net income was $1M.
How have Keith & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keith & Associates, Inc.'s sponsor-wide assets grew 66.2%, from $4M to $7M.
Which 401(k) plans are similar in size to Keith and Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summit 7 Systems 401(k) Plan in AL ($5M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Keith and Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K 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 650806421.

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.