401(k)
2024 plan-year 401(k) DOL Form 5500

Keystone Marketing Holdings, LLC 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Keystone Marketing Holdings, LLC · Illinois · Professional & Technical Services

What the 2023 filing shows

Keystone Marketing Holdings, LLC 401(k) Plan holds $77M for 723 participants — about $106,755 per participant, up 27.1% over the 2024 plan year.

$77M
total plan assets (2024 EOY)
723
covered participants
$106,755
avg assets per participant
+27.1%
assets growth YoY
Total Assets (2023)
$77M
Participants
723
State
Industry
Professional & Technical Services

What the Filing Says About Keystone Marketing Holdings, LLC 401(k) Plan

Keystone Marketing Holdings, LLC 401(k) Plan is a 401(k) retirement plan sponsored by Keystone Marketing Holdings, LLC, headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $77M in total end-of-year assets and covers 723 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 832597003, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $61M at the beginning of 2024 to $77M at year-end — a gain of 27.1%. Net assets (after liabilities) closed the year at $77M, with reported net income of $16M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$61M
Total Assets (End of Year)$77M
Net Assets (End of Year)$77M
Net Income$16M
Plan Type401(k)
Employer EIN832597003
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keystone Marketing Holdings, LLC)

Year Plans Participants Total Assets
2022 1 770 $47M
2023 1 750 $61M
2024 1 723 $77M

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Frequently Asked Questions

How much money is in the Keystone Marketing Holdings, LLC 401(k) Plan?
As of the 2024 Form 5500 filing, Keystone Marketing Holdings, LLC 401(k) Plan holds $77M in total assets with 723 participants. It is sponsored by Keystone Marketing Holdings, LLC.
What type of plan is Keystone Marketing Holdings, LLC 401(k) Plan?
Keystone Marketing Holdings, LLC 401(k) Plan is a 401(k) plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 832597003.
Who sponsors the Keystone Marketing Holdings, LLC 401(k) Plan?
Keystone Marketing Holdings, LLC 401(k) Plan is sponsored by Keystone Marketing Holdings, LLC, located in Illinois. The sponsor's EIN is 832597003 and the plan operates in the Professional & Technical Services industry.
How did Keystone Marketing Holdings, LLC 401(k) Plan perform in 2024?
Keystone Marketing Holdings, LLC 401(k) Plan grew by 27.1% during 2024, moving from $61M to $77M in total assets. Net income was $16M.
Where can I find official filings for Keystone Marketing Holdings, LLC 401(k) Plan?
Official Form 5500 filings for Keystone Marketing Holdings, LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 832597003 or plan name at efast.dol.gov.
How does Keystone Marketing Holdings, LLC 401(k) Plan compare to other plans?
You can compare Keystone Marketing Holdings, LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 832597003.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.