401(k) · DOL Form 5500 · 2024

Keystone Benefits Group, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
87
Participants Small participant base
35th
Percentile by assets National rank
$37,098
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Keystone Benefits Group, Inc. Pooled Employer Plan · Sponsored by Keystone Benefits Group, Inc. · Pennsylvania · Professional & Technical Services

$3M in assets, 87 participants

Keystone Benefits Group, Inc.'s Keystone Benefits Group, Inc. Pooled Employer Plan reported $3M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,398 in Professional & Technical Services (20,173 peers)

Keystone Benefits Group, Inc. multi-year trail

Keystone Benefits Group, Inc.'s plans moved +915.6% in assets from 2023 to 2024; this filing shows Keystone Benefits Group, Inc. Pooled Employer Plan at $3M / 87 participants.

#6,398
in Professional & Technical Services (20,173 peers)
+915.6%
assets growth YoY

Keystone Benefits Group, Inc. Pooled Employer Plan's mid-pack asset rank among Professional & Technical Services and all filers

Keystone Benefits Group, Inc. Pooled Employer Plan vs every filed plan by assets

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

$3,227,557 35th percentile higher than 35% 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 Benefits Group, Inc. Pooled Employer 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. Keystone Benefits Group, Inc. Pooled Employer Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Keystone Benefits Group, Inc. Pooled Employer Plan end-of-year assets rose from $318K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Keystone Benefits Group, Inc. Pooled Employer Plan reported net income rose from $318K in the plan year 2023 filing to $845K in the plan year 2024 filing.
  • Keystone Benefits Group, Inc. Pooled Employer Plan reported participants rose from N/A in the plan year 2023 filing to 87 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 200333219 · Keystone Benefits Group, Inc. PY 2024 · 401(k)

Keystone Benefits Group, Inc. Pooled Employer Plan · $3M · 87 · 35th

  • PCT $3M
  • PCT 87
  • PCT 35th
  • PCT 401(k)
  • PCT near Three Bridge Wealth Advisors, LLC 401(k) Profit Sharing Plan
  • PCT ind #6398

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 Pennsylvania →

Keystone Benefits Group, Inc. Pooled Employer Plan in the asset neighbourhood

Keystone Benefits Group, Inc. Pooled Employer PlanKeystone Benefits Group, Inc…$3MThree Bridge Wealth Advisors, LLC 401(k) Profit Sharing PlanThree Bridge Wealth Advisors…$3MAvadim Health 401(k) Retirement PlanAvadim Health 401(k) Retirem…$3M403(b) Thrift Plan for Employees of Nexus Recovery Center, Inc.403(b) Thrift Plan for Emplo…$3MHr Focal Point, LLC 401(k) PlanHr Focal Point, LLC 401(k) P…$3M
End-of-year total assets ($M) among Keystone Benefits Group, Inc. Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Keystone Benefits Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Keystone Benefits Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 915.628923593957% vs 2023
2024 filing year
$0M$1M$2M$3M$4M 20232024 $0.32M $3.23M ▲ +909.4%
Year Plans Participants Total Assets
2023 1 N/A $318K
2024 1 87 $3M

Keystone Benefits Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$318K
Net Assets (End of Year)$3M
Net Income$845K
Employer EIN200333219
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Keystone Benefits Group, Inc. Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Keystone Benefits Group, Inc. Pooled Employer Plan, Total assets ($B): 0.003227557 · Participants: 87Keystone Benefits Group, Inc. Pooled Employer 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
Keystone Benefits Group, Inc. Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Keystone Benefits Group, Inc. Pooled Employer Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Three Bridge Wealth Advisors, LLC 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Vian Enterprises 401(k) Profit Sharing Plan & Trust in CA (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Benefits Group, Inc. Pooled Employer Plan assets move in 2024? ▼
Keystone Benefits Group, Inc. Pooled Employer Plan surged - up 915.6% during 2024, from $318K to $3M. Reported net income was $845K.
How have Keystone Benefits Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Keystone Benefits Group, Inc.'s sponsor-wide assets grew 915.6%, from $318K to $3M.
Which 401(k) plans are similar in size to Keystone Benefits Group, Inc. Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Three Bridge Wealth Advisors, LLC 401(k) Profit Sharing Plan in CA ($3M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Keystone Benefits Group, Inc. Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vian Enterprises 401(k) Profit Sharing Plan & Trust in CA (87 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 200333219.

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.