401(k) · DOL Form 5500 · 2024

Keysource Acquisition, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 160
Participants Small participant base: 56th
Percentile by assets National rank: $61,988
Avg per participant Low balance/head

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Official DOL plan name: Keysource 401(k) Plan · Sponsored by Keysource Acquisition, LLC · Ohio · Wholesale Trade

$10M in assets, 160 participants

Keysource Acquisition, LLC's Keysource 401(k) Plan reported $10M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

#2,846 in Wholesale Trade (6,080 peers)

Coverage in Ohio

Keysource 401(k) Plan covers 160 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $10M.

#2,846
in Wholesale Trade (6,080 peers): +25.3%
assets growth YoY

Keysource 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Keysource 401(k) Plan vs every filed plan by assets

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

$9,918,052 Top 44% higher than 56% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Keysource 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keysource 401(k) Plan sits mid-pack in the medium band (160 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Keysource 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Keysource 401(k) Plan reported participants rose from 135 in the plan year 2023 filing to 160 in the plan year 2024 filing.
Keysource 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 812071364 · Keysource Acquisition, LLC PY 2024 · 401(k)

Keysource 401(k) Plan · $10M · 160 · 56th

PCT $10M
PCT 160
PCT 56th
PCT 401(k)
PCT near New York Hotel & Motel Trades Council AFL-CIO, Staff Pension Plan
PCT ind #2846

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 Wholesale Trade retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Keysource 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$10M
Net Income	$2M
Employer EIN	812071364
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Keysource Acquisition, LLC)

Latest sponsor-wide plan assets: $10M 64.7752062960479% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	167	$6M
2023	1	135	$8M
2024	1	160	$10M

Nearby 401(k) Plans in Ohio

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

Keysource 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Aerospace Retirement Savings Plan $14.7B · 45,620
The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
The Progressive 401(k) Plan $11.5B · 62,521
The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
Parker Retirement Savings Plan $9.0B · 26,315

Compare Keysource 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is New York Hotel & Motel Trades Council AFL-CIO, Staff Pension Plan in NY ($10M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

New York Hotel & Motel Trades Council AFL-CIO, Staff Pension Plan (NY) $10M · 73
Dixie Landscape 401(k) Retirement Plan (FL) $10M · 330
G Michael Lopez, M.D. Self Employed Profit Sharing Plan (NM) $10M · 3
The Anderson Consulting Group, Inc. 401(k) Profit Sharing Plan (MN) $10M · 88

Similar participant headcount

Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.

Battlefield Farms, Inc. Profit Sharing Plan (VA) 160 · 0 off
Hope Orthopedics of Oregon 401(k) Profit Sharing Plan (OR) 160 · 0 off
Precision International Automotive Products Inc. 401 (K) Plan (NY) 160 · 0 off
Imprint Payments 401(k) Plan (NY) 160 · 0 off

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 Keysource 401(k) Plan assets move in 2024? ▼

Keysource 401(k) Plan grew sharply - up 25.3% during 2024, from $8M to $10M. Reported net income was $2M.

How have Keysource Acquisition, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Keysource Acquisition, LLC's sponsor-wide assets grew 64.8%, from $6M to $10M.

Which 401(k) plans are similar in size to Keysource 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is New York Hotel & Motel Trades Council AFL-CIO, Staff Pension Plan in NY ($10M, 73 participants).

Which 401(k) plans cover a similar participant headcount to Keysource 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 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 812071364.