401(k) · DOL Form 5500 · 2024

Keith James PLLC 401(k) Plan

Data updated 2026-08-25

$647K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$323,278
Avg per participant High balance/head
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Official DOL plan name: Keith James PLLC 401(k) Profit Sharing Plan & Trust · Sponsored by Keith James PLLC · Michigan · Professional & Technical Services

$647K in assets, 2 participants

Keith James PLLC's Keith James PLLC 401(k) Profit Sharing Plan & Trust reported $647K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,030 in Professional & Technical Services (20,173 peers)

Keith James PLLC multi-year trail

Keith James PLLC's plans moved +92.0% in assets from 2022 to 2024; this filing shows Keith James PLLC 401(k) Profit Sharing Plan & Trust at $647K / 2 participants.

#3,030
in Professional & Technical Services (20,173 peers)
+29.6%
assets growth YoY

Keith James PLLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Keith James PLLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$646,555 20th percentile higher than 20% 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

Keith James PLLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keith James PLLC 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Keith James PLLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $499K in the plan year 2023 filing to $647K in the plan year 2024 filing.
  • Keith James PLLC 401(k) Profit Sharing Plan & Trust reported net income fell from $162K in the plan year 2023 filing to $148K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 833960031 · Keith James PLLC PY 2024 · 401(k)

Keith James PLLC 401(k) Profit Sharing Plan & Trust · $647K · 2 · 20th

  • IND $647K
  • IND 2
  • IND 20th
  • IND 401(k)
  • IND near Powerstone, Inc. 401(k) Profit Sharing Plan
  • IND ind #3030

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 Michigan →

Keith James PLLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Keith James PLLC 401(k) Profit Sharing Plan & TrustKeith James PLLC 401(k) Prof…$647KPowerstone, Inc. 401(k) Profit Sharing PlanPowerstone, Inc. 401(k) Prof…$647KLuminous Capital Partners, Inc. 401(k) PlanLuminous Capital Partners, I…$647KMaahs and Vanlahr PC Retirement PlanMaahs and Vanlahr PC Retirem…$646KBridge and Plank, Inc. 401(k) PlanBridge and Plank, Inc. 401(k…$647K
End-of-year total assets ($M) among Keith James PLLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Keith James PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Keith James PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$647K 92.02588639212122% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.34M $0.65M ▲ +91.2%
Year Plans Participants Total Assets
2022 1 2 $337K
2023 1 2 $499K
2024 1 2 $647K

Keith James PLLC filing trail (2024)

Total Assets (Beginning of Year)$499K
Net Assets (End of Year)$647K
Net Income$148K
Employer EIN833960031
Plan Effective Date2019-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Keith James PLLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Keith James PLLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000646555 · Participants: 2Keith James PLLC 401(k) Profit Sharing Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Keith James PLLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Keith James PLLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Keith James PLLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Powerstone, Inc. 401(k) Profit Sharing Plan in OK ($647K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($647K here).

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 Keith James PLLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Keith James PLLC 401(k) Profit Sharing Plan & Trust grew sharply - up 29.6% during 2024, from $499K to $647K. Reported net income was $148K.
How have Keith James PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keith James PLLC's sponsor-wide assets grew 92.0%, from $337K to $647K.
Where does Keith James PLLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Keith James PLLC 401(k) Profit Sharing Plan & Trust ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Keith James PLLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Powerstone, Inc. 401(k) Profit Sharing Plan in OK ($647K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Keith James PLLC 401(k) Profit Sharing Plan & Trust? ▼
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 833960031.

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.