401(k) · DOL Form 5500 · 2024

Keller Oreilly & Watson, P.C. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
13
Participants Small participant base
42nd
Percentile by assets National rank
$394,883
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan · Sponsored by Keller Oreilly & Watson, P.C. · New York · Professional & Technical Services

$5M in assets, 13 participants

Keller Oreilly & Watson, P.C.'s Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan reported $5M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,070 in Professional & Technical Services (20,173 peers)

Keller Oreilly & Watson, P.C. multi-year trail

Keller Oreilly & Watson, P.C.'s plans moved +18.1% in assets from 2022 to 2024; this filing shows Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan at $5M / 13 participants.

#8,070
in Professional & Technical Services (20,173 peers)
+3.0%
assets growth YoY

Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan vs every filed plan by assets

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

$5,133,473 42nd percentile higher than 42% 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

Keller Oreilly & Watson, P.C. Salary Deferral (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. Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan reported net income fell from $641K in the plan year 2023 filing to $150K in the plan year 2024 filing.
  • Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan reported participants rose from 12 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 113042675 · Keller Oreilly & Watson, P.C. PY 2024 · 401(k)

Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan · $5M · 13 · 42nd

  • ASSETS $5M
  • PCT 13
  • EIN 42nd
  • RANK 401(k)
  • PHOTO near Grand Dental Associates, PC Profit Sharing 401(k) Plan
  • IND ind #8070

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 New York →

Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan in the asset neighbourhood

Keller Oreilly & Watson, P.C. Salary Deferral (401-K) PlanKeller Oreilly & Watson, P.C…$5MGrand Dental Associates, PC Profit Sharing 401(k) PlanGrand Dental Associates, PC …$5MHal Brand, Cpa Accountancy Corporation 401(k) Profit Sharing PlanHal Brand, Cpa Accountancy C…$5MFredericksburg Dental Care, P.L.C. 401(k) PlanFredericksburg Dental Care, …$5MSystech Corporation 401(k) PlanSystech Corporation 401(k) P…$5M
End-of-year total assets ($M) among Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Keller Oreilly & Watson, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Keller Oreilly & Watson, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 18.120956864167205% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.35M $5.13M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 13 $4M
2023 1 12 $5M
2024 1 13 $5M

Keller Oreilly & Watson, P.C. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$150K
Employer EIN113042675
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan, Total assets ($B): 0.005133473 · Participants: 13Keller Oreilly & Watson, P.C. Salary Deferral (401-K) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan side-by-side with 3 peers →

Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Grand Dental Associates, PC Profit Sharing 401(k) Plan in IL ($5M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan assets move in 2024? ▼
Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan edged up modestly - up 3.0% during 2024, from $5M to $5M. Reported net income was $150K.
How have Keller Oreilly & Watson, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keller Oreilly & Watson, P.C.'s sponsor-wide assets grew 18.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grand Dental Associates, PC Profit Sharing 401(k) Plan in IL ($5M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Keller Oreilly & Watson, P.C. Salary Deferral (401-K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 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 113042675.

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.