401(k) · DOL Form 5500 · 2024

Keith & Keith, Ltd. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
132
Participants Small participant base
71st
Percentile by assets National rank
$160,498
Avg per participant Above avg balance/head
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Official DOL plan name: The Keith Corporation 401(k) Plan · Sponsored by Keith & Keith, Ltd. · North Carolina · Construction

$21M in assets, 132 participants

Keith & Keith, Ltd.'s The Keith Corporation 401(k) Plan reported $21M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,342 in Construction (9,039 peers)

Coverage in North Carolina

The Keith Corporation 401(k) Plan covers 132 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $21M.

#6,342
in Construction (9,039 peers)
+12.7%
assets growth YoY

The Keith Corporation 401(k) Plan's outsized position by total assets

The Keith Corporation 401(k) Plan vs every filed plan by assets

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

$21,185,794 Top 29% higher than 71% 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

The Keith Corporation 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. The Keith Corporation 401(k) Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Keith Corporation 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • The Keith Corporation 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Keith Corporation 401(k) Plan reported participants rose from 129 in the plan year 2023 filing to 132 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 561643967 · Keith & Keith, Ltd. PY 2024 · 401(k)

The Keith Corporation 401(k) Plan · $21M · 132 · 71st

  • SCH $21M
  • SCH 132
  • SCH 71st
  • SCH 401(k)
  • SCH near Kiva Microfunds 401(k) Proft Sharing Plan and Trust
  • SCH ind #6342

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 Construction retirement plans → · Plans in North Carolina →

The Keith Corporation 401(k) Plan in the asset neighbourhood

The Keith Corporation 401(k) PlanThe Keith Corporation 401(k)…$21MKiva Microfunds 401(k) Proft Sharing Plan and TrustKiva Microfunds 401(k) Proft…$21MJupiter Aluminum Corporation 401(k) PlanJupiter Aluminum Corporation…$21MAiphone Corporation Employees Savings PlanAiphone Corporation Employee…$21MNova 401(k) Plan$21M
End-of-year total assets ($M) among The Keith Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN561643967
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keith & Keith, Ltd.)

Sponsor-wide plan assets over time

All Keith & Keith, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 27.63580654763716% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.6M $21.2M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 135 $17M
2023 1 129 $19M
2024 1 132 $21M

Nearby 401(k) Plans in North Carolina

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

The Keith Corporation 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants The Keith Corporation 401(k) Plan, Total assets ($B): 0.021185794 · Participants: 132The Keith Corporation 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
The Keith Corporation 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

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

Outside North Carolina, the nearest 401(k) by assets is Kiva Microfunds 401(k) Proft Sharing Plan and Trust in CA ($21M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (132 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 The Keith Corporation 401(k) Plan assets move in 2024?
The Keith Corporation 401(k) Plan grew at a solid clip - up 12.7% during 2024, from $19M to $21M. Reported net income was $2M.
How have Keith & Keith, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Keith & Keith, Ltd.'s sponsor-wide assets grew 27.6%, from $17M to $21M.
Which 401(k) plans are similar in size to The Keith Corporation 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Kiva Microfunds 401(k) Proft Sharing Plan and Trust in CA ($21M, 105 participants).
Which 401(k) plans cover a similar participant headcount to The Keith Corporation 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Oiwk 401(k) Profit Sharing Plan in KY (132 participants, N/A in assets).