401(k) · DOL Form 5500 · 2024

Nami Keystone Pennsylvania 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
29
Participants Small participant base
28th
Percentile by assets National rank
$57,657
Avg per participant Low balance/head
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Official DOL plan name: Nami Keystone Pennsylvania 401(k) Plan · Sponsored by Nami Keystone Pennsylvania · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 29 participants

Nami Keystone Pennsylvania's Nami Keystone Pennsylvania 401(k) Plan reported $2M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,215 in Healthcare & Social Assistance (16,916 peers)

Nami Keystone Pennsylvania multi-year trail

Nami Keystone Pennsylvania's plans moved +47.2% in assets from 2022 to 2024; this filing shows Nami Keystone Pennsylvania 401(k) Plan at $2M / 29 participants.

#4,215
in Healthcare & Social Assistance (16,916 peers)
+18.7%
assets growth YoY

Nami Keystone Pennsylvania 401(k) Plan among the smaller filed plans by assets

Nami Keystone Pennsylvania 401(k) Plan vs every filed plan by assets

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

$1,672,045 28th percentile higher than 28% 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

Nami Keystone Pennsylvania 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nami Keystone Pennsylvania 401(k) Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nami Keystone Pennsylvania 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Nami Keystone Pennsylvania 401(k) Plan reported participants rose from 25 in the plan year 2023 filing to 29 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251477291 · Nami Keystone Pennsylvania PY 2024 · 401(k)

Nami Keystone Pennsylvania 401(k) Plan · $2M · 29 · 28th

  • PHOTO $2M
  • PHOTO 29
  • PHOTO 28th
  • PHOTO 401(k)
  • PHOTO near Epost Global LLC 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #4215

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Nami Keystone Pennsylvania 401(k) Plan in the asset neighbourhood

Nami Keystone Pennsylvania 401(k) PlanNami Keystone Pennsylvania 4…$2MEpost Global LLC 401(k) Profit Sharing Plan & TrustEpost Global LLC 401(k) Prof…$2MThe Shield Co 401(k)$2MSg Racing, Inc. 401(k) Plan$2MMakaia Enterprises, Inc. Retirement PlanMakaia Enterprises, Inc. Ret…$2M
End-of-year total assets ($M) among Nami Keystone Pennsylvania 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nami Keystone Pennsylvania multi-year asset trail

Sponsor-wide plan assets over time

All Nami Keystone Pennsylvania plans reported in each filing year

Latest sponsor-wide plan assets
$2M 47.20520134523621% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.14M $1.67M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 23 $1M
2023 1 25 $1M
2024 1 29 $2M

Nami Keystone Pennsylvania filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$264K
Employer EIN251477291
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Nami Keystone Pennsylvania 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Nami Keystone Pennsylvania 401(k) Plan, Total assets ($B): 0.001672045 · Participants: 29Nami Keystone Pennsylvania 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Nami Keystone Pennsylvania 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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

Outside Pennsylvania, the nearest 401(k) by assets is Epost Global LLC 401(k) Profit Sharing Plan & Trust in CA ($2M); by covered participants it is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Nami Keystone Pennsylvania 401(k) Plan assets move in 2024?
Nami Keystone Pennsylvania 401(k) Plan grew sharply - up 18.7% during 2024, from $1M to $2M. Reported net income was $264K.
How have Nami Keystone Pennsylvania plan assets changed over time?
Across 3 plan years on file (2022-2024), Nami Keystone Pennsylvania's sponsor-wide assets grew 47.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Nami Keystone Pennsylvania 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Epost Global LLC 401(k) Profit Sharing Plan & Trust in CA ($2M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Nami Keystone Pennsylvania 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants, $864K in assets).