401(k) · DOL Form 5500 · 2024

Keystone Investments Management, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
2
Participants Small participant base
47th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
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Official DOL plan name: Keystone Trading, Inc. 401(k) Plan · Sponsored by Keystone Investments Management, Inc. · Florida · Finance & Insurance

$7M in assets, 2 participants

Keystone Investments Management, Inc.'s Keystone Trading, Inc. 401(k) Plan reported $7M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,749 in Finance & Insurance (8,549 peers)

Keystone Investments Management, Inc. multi-year trail

Keystone Investments Management, Inc.'s plans moved +45.7% in assets from 2022 to 2024; this filing shows Keystone Trading, Inc. 401(k) Plan at $7M / 2 participants.

#2,749
in Finance & Insurance (8,549 peers)
+12.9%
assets growth YoY

Keystone Trading, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Keystone Trading, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,517,148 47th percentile higher than 47% of 123,620 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 2024

Keystone Trading, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keystone Trading, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Keystone Trading, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $745K in the plan year 2024 filing.
  • Keystone Trading, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 874284642 · Keystone Investments Management, Inc. PY 2024 · 401(k)

Keystone Trading, Inc. 401(k) Plan · $7M · 2 · 47th

  • BOOK $7M
  • VS-ST 2
  • BOY 47th
  • SCH 401(k)
  • EBSA near Oklahoma City Golf & Country Club Savings Plan
  • PART ind #2749

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 Florida →

Keystone Trading, Inc. 401(k) Plan in the asset neighbourhood

Keystone Trading, Inc. 401(k) PlanKeystone Trading, Inc. 401(k…$7MOklahoma City Golf & Country Club Savings PlanOklahoma City Golf & Country…$7MGary Amoth Trucking, Inc. 401(k) PlanGary Amoth Trucking, Inc. 40…$7MCrowne Partners, Inc. 401(k) PlanCrowne Partners, Inc. 401(k)…$7MRobert Dietrick Co., Inc. 401(k) Profit Sharing PlanRobert Dietrick Co., Inc. 40…$7M
End-of-year total assets ($M) among Keystone Trading, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Keystone Investments Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Keystone Investments Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.66789234723379% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.47M $6.52M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $6M
2024 1 2 $7M

Keystone Investments Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$745K
Employer EIN874284642
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Keystone Trading, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Keystone Trading, Inc. 401(k) Plan, Total assets ($B): 0.006517148 · Participants: 2Keystone Trading, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Keystone Trading, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Keystone Trading, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Oklahoma City Golf & Country Club Savings Plan in OK ($7M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Keystone Trading, Inc. 401(k) Plan assets move in 2024? ▼
Keystone Trading, Inc. 401(k) Plan grew at a solid clip - up 12.9% during 2024, from $6M to $7M. Reported net income was $745K.
How have Keystone Investments Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keystone Investments Management, Inc.'s sponsor-wide assets grew 45.7%, from $4M to $7M.
Which 401(k) plans are similar in size to Keystone Trading, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oklahoma City Golf & Country Club Savings Plan in OK ($7M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Keystone Trading, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 874284642.

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.