Other · DOL Form 5500 · 2023

The Key Program, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
364
Participants Below avg headcount
59th
Percentile by assets National rank
$28,378
Avg per participant Low balance/head
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Official DOL plan name: The Key Program, Inc. 403(b) Plan · Sponsored by The Key Program, Inc. · Massachusetts · Healthcare & Social Assistance

$10M in assets, 364 participants

The Key Program, Inc.'s The Key Program, Inc. 403(b) Plan reported $10M in total assets and 364 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,474 in Healthcare & Social Assistance (17,684 peers)

The Key Program, Inc. multi-year trail

The Key Program, Inc.'s plans moved +25.1% in assets from 2022 to 2024; this filing shows The Key Program, Inc. 403(b) Plan at $10M / 364 participants.

#11,474
in Healthcare & Social Assistance (17,684 peers)
+11.3%
assets growth YoY

The Key Program, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Key Program, Inc. 403(b) Plan vs every filed plan by assets

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

$10,329,598 Top 41% higher than 59% 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

The Key Program, Inc. 403(b) 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. The Key Program, Inc. 403(b) Plan sits mid-pack in the medium band (364 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Key Program, Inc. 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Key Program, Inc. 403(b) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Key Program, Inc. 403(b) Plan reported participants fell from 368 in the plan year 2022 filing to 364 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042539878 · The Key Program, Inc. PY 2023 · Other

The Key Program, Inc. 403(b) Plan · $10M · 364 · 59th

  • BOY $10M
  • SCH 364
  • EBSA 59th
  • PART Other
  • TYPE near Fair Haven Community Health Clinic 403(b) Plan
  • NET ind #11474

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 Massachusetts →

The Key Program, Inc. 403(b) Plan in the asset neighbourhood

Memorial Hospital Employee's Tax Deferred Annuity PlanMemorial Hospital Employee's…$10MThe Open Window School Defined Contribution Retirement PlanThe Open Window School Defin…$10MThe Key Program, Inc. 403(b) PlanThe Key Program, Inc. 403(b)…$10MFair Haven Community Health Clinic 403(b) PlanFair Haven Community Health …$10MAuxiliary Services Defined Contribution Retirement PlanAuxiliary Services Defined C…$10M
End-of-year total assets ($M) among The Key Program, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Key Program, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Key Program, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 25.122537663369478% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $27.2M $34.1M ▲ +25.1%
Year Plans Participants Total Assets
2022 2 524 $27M
2023 2 524 $29M
2024 2 542 $34M

The Key Program, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN042539878
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

The Key Program, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants The Key Program, Inc. 403(b) Plan, Total assets ($B): 0.010329598 · Participants: 364The Key Program, Inc. 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
The Key Program, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Key Program, Inc. 403(b) Plan side-by-side with 3 peers →

The Key Program, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Fair Haven Community Health Clinic 403(b) Plan in CT ($10M); by covered participants it is Lebanon Valley College Defined Contribution Plan in PA (364 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (364 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 The Key Program, Inc. 403(b) Plan assets move in 2023? ▼
The Key Program, Inc. 403(b) Plan grew at a solid clip - up 11.3% during 2023, from $9M to $10M. Reported net income was $1M.
How have The Key Program, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Key Program, Inc.'s sponsor-wide assets grew 25.1%, from $27M to $34M.
Which Other plans are similar in size to The Key Program, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Fair Haven Community Health Clinic 403(b) Plan in CT ($10M, 267 participants).
Which Other plans cover a similar participant headcount to The Key Program, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Lebanon Valley College Defined Contribution Plan in PA (364 participants, $113M 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 042539878.

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.