ESOP · DOL Form 5500 · 2024

Keating and Associates, P.C. T/a Keating & Bennett, LLP ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
15
Participants Small participant base
32nd
Percentile by assets National rank
$171,206
Avg per participant Above avg balance/head
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Official DOL plan name: Keating and Associates, Inc. Employee Stock Ownership Plan · Sponsored by Keating and Associates, P.C. T/a Keating & Bennett, LLP · Virginia · Professional & Technical Services

$3M in assets, 15 participants

Keating and Associates, P.C. T/a Keating & Bennett, LLP's Keating and Associates, Inc. Employee Stock Ownership Plan reported $3M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,741 in Professional & Technical Services (20,173 peers)

Keating and Associates, P.C. T/a Keating & Bennett, LLP multi-year trail

Keating and Associates, P.C. T/a Keating & Bennett, LLP's plans moved -28.8% in assets from 2022 to 2024; this filing shows Keating and Associates, Inc. Employee Stock Ownership Plan at $3M / 15 participants.

#5,741
in Professional & Technical Services (20,173 peers)
-18.8%
assets change YoY

Keating and Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Keating and Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,568,090 32nd percentile higher than 32% 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

Keating and Associates, Inc. Employee Stock Ownership 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. Keating and Associates, Inc. Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Keating and Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Keating and Associates, Inc. Employee Stock Ownership Plan reported participants fell from 16 in the plan year 2023 filing to 15 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 273841825 · Keating and Associates, P.C. T/a Keating & Bennett, LLP PY 2024 · ESOP

Keating and Associates, Inc. Employee Stock Ownership Plan · $3M · 15 · 32nd

  • IND $3M
  • IND 15
  • IND 32nd
  • IND ESOP
  • IND near Channellock, Inc. Employee Stock Ownership Plan
  • IND ind #5741

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 Virginia →

Keating and Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Keating and Associates, Inc. Employee Stock Ownership PlanKeating and Associates, Inc.…$3MChannellock, Inc. Employee Stock Ownership PlanChannellock, Inc. Employee S…$3MPure Floors, Inc. Employee Stock Ownership PlanPure Floors, Inc. Employee S…$3MQuaint Oak Bancorp, Inc. Employee Stock Ownership PlanQuaint Oak Bancorp, Inc. Emp…$3MCapital Insurance Holdings, Inc. Employee Stock Ownership PlanCapital Insurance Holdings, …$3M
End-of-year total assets ($M) among Keating and Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Keating and Associates, P.C. T/a Keating & Bennett, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Keating and Associates, P.C. T/a Keating & Bennett, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.808270592276138% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $3.61M $2.57M ▼ -28.8%
Year Plans Participants Total Assets
2022 1 16 $4M
2023 1 16 $3M
2024 1 15 $3M

Keating and Associates, P.C. T/a Keating & Bennett, LLP filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$66K
Net Income$889K
Employer EIN273841825
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Keating and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Keating and Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00256809 · Participants: 15Keating and Associates, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Keating and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Keating and Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Keating and Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Channellock, Inc. Employee Stock Ownership Plan in PA ($3M); by covered participants it is Battery-Biz Employee Stock Ownership Plan in CA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Keating and Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Keating and Associates, Inc. Employee Stock Ownership Plan declined sharply - down 18.8% during 2024, from $3M to $3M. Reported net income was $889K.
How have Keating and Associates, P.C. T/a Keating & Bennett, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keating and Associates, P.C. T/a Keating & Bennett, LLP's sponsor-wide assets declined 28.8%, from $4M to $3M.
Which ESOP plans are similar in size to Keating and Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Channellock, Inc. Employee Stock Ownership Plan in PA ($3M, 180 participants).
Which ESOP plans cover a similar participant headcount to Keating and Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Battery-Biz Employee Stock Ownership Plan in CA (15 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 273841825.

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.