ESOP · DOL Form 5500 · 2024

Keenan Energy Company ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
39
Participants Small participant base
48th
Percentile by assets National rank
$177,375
Avg per participant Above avg balance/head
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Official DOL plan name: Keenan Energy Company Employee Stock Ownership Plan and Trust · Sponsored by Keenan Energy Company · South Carolina · Retail Trade

$7M in assets, 39 participants

Keenan Energy Company's Keenan Energy Company Employee Stock Ownership Plan and Trust reported $7M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,710 in Retail Trade (8,048 peers)

What the 2024 filing shows

Keenan Energy Company Employee Stock Ownership Plan and Trust holds $7M for 39 participants - about $177,375 per participant, in the lower half of filed plans by assets.

#4,710
in Retail Trade (8,048 peers)
-7.7%
assets change YoY

The plan reported a net loss of $581K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Keenan Energy Company Employee Stock Ownership Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Keenan Energy Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$6,917,626 48th percentile higher than 48% 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

Keenan Energy Company Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keenan Energy Company Employee Stock Ownership Plan and Trust is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Keenan Energy Company Employee Stock Ownership Plan and Trust reported net income fell from $145K in the plan year 2023 filing to -$581K in the plan year 2024 filing.
  • Keenan Energy Company Employee Stock Ownership Plan and Trust reported participants fell from 47 in the plan year 2023 filing to 39 in the plan year 2024 filing.
  • Keenan Energy Company Employee Stock Ownership Plan and Trust end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 570349595 · Keenan Energy Company PY 2024 · ESOP

Keenan Energy Company Employee Stock Ownership Plan and Trust · $7M · 39 · 48th

  • SCH $7M
  • SCH 39
  • SCH 48th
  • SCH ESOP
  • SCH near Roi Communication, Inc. Employee Stock Ownership Plan
  • SCH ind #4710

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 What is an ESOP? → · Plans in South Carolina →

Keenan Energy Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Keenan Energy Company Employee Stock Ownership Plan and TrustKeenan Energy Company Employ…$7MRobb-Jack Corporation Stock Bonus Employee Stock Ownership PlanRobb-Jack Corporation Stock …$7MThe Helsing Group Employee Stock Ownership PlanThe Helsing Group Employee S…$7MQw ESOP$7MRoi Communication, Inc. Employee Stock Ownership PlanRoi Communication, Inc. Empl…$7M
End-of-year total assets ($M) among Keenan Energy Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$581K
Employer EIN570349595
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keenan Energy Company)

Sponsor-wide plan assets over time

All Keenan Energy Company plans reported in each filing year

Latest sponsor-wide plan assets
$7M 5.92522269171492% vs 2022
2024 filing year
$6.8M$7M$7.2M$7.4M$7.6M 202220232024 $7.35M $6.92M ▼ -5.9%
Year Plans Participants Total Assets
2022 1 55 $7M
2023 1 47 $7M
2024 1 39 $7M

Nearby ESOP Plans in South Carolina

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

Keenan Energy Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 51015202530 Total assets ($M) Participants Keenan Energy Company Employee Stock Ownership Plan and Trust, Total assets ($M): 6.917626 · Participants: 39Keenan Energy Company Employee Stock Ownership Plan and TrustAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.654978 · Participants: 56Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.112249 · Participants: 373Life Cycle Engineering, Inc. Employee Stock Ownership PlanNgroup Employee Stock Ownership Plan, Total assets ($M): 24.95 · Participants: 1859Ngroup Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 20.702964 · Participants: 31Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 16.915451 · Participants: 286Synergi Employee Stock Ownership Plan
Keenan Energy Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in South Carolina, assets vs. participants

Keenan Energy Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Roi Communication, Inc. Employee Stock Ownership Plan in CA ($7M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Keenan Energy Company Employee Stock Ownership Plan and Trust assets move in 2024?
Keenan Energy Company Employee Stock Ownership Plan and Trust pulled back noticeably - down 7.7% during 2024, from $7M to $7M. Reported net income was -$581K.
How have Keenan Energy Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Keenan Energy Company's sponsor-wide assets declined 5.9%, from $7M to $7M.
Which ESOP plans are similar in size to Keenan Energy Company Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Roi Communication, Inc. Employee Stock Ownership Plan in CA ($7M, 83 participants).
Which ESOP plans cover a similar participant headcount to Keenan Energy Company Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by covered participants is Sacred Wind Employee Stock Ownership Plan in NM (39 participants, $1M in assets).