401(k) · DOL Form 5500 · 2024

Keystone Partners, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
107
Participants Small participant base
57th
Percentile by assets National rank
$97,801
Avg per participant Below avg balance/head
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Official DOL plan name: Keystone Partners 401(k) Savings Plan · Sponsored by Keystone Partners, LLC · Massachusetts · Professional & Technical Services

$10M in assets, 107 participants

Keystone Partners, LLC's Keystone Partners 401(k) Savings Plan reported $10M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,089 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Keystone Partners 401(k) Savings Plan covers 107 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.

#11,089
in Professional & Technical Services (20,173 peers)
+20.8%
assets growth YoY

Keystone Partners 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Keystone Partners 401(k) Savings Plan vs every filed plan by assets

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

$10,464,750 Top 43% higher than 57% 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

Keystone Partners 401(k) Savings 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. Keystone Partners 401(k) Savings Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Keystone Partners 401(k) Savings Plan reported net income rose from $933K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Keystone Partners 401(k) Savings Plan reported participants rose from 74 in the plan year 2023 filing to 107 in the plan year 2024 filing.
  • Keystone Partners 401(k) Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 262935760 · Keystone Partners, LLC PY 2024 · 401(k)

Keystone Partners 401(k) Savings Plan · $10M · 107 · 57th

  • ASSETS $10M
  • ASSETS 107
  • ASSETS 57th
  • ASSETS 401(k)
  • ASSETS near Digistream Investigations, Inc. 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #11089

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Keystone Partners 401(k) Savings Plan in the asset neighbourhood

Digistream Investigations, Inc. 401(k) Profit Sharing Plan & TrustDigistream Investigations, I…$10MSan Luis Obispo County Farm Supply 401(k) Profit Sharing PlanSan Luis Obispo County Farm …$10MLiberty Title Co. Profit Sharing Plan & TrustLiberty Title Co. Profit Sha…$10MKeystone Partners 401(k) Savings PlanKeystone Partners 401(k) Sav…$10MPermaplate 401(k) and Profit Sharing PlanPermaplate 401(k) and Profit…$10M
End-of-year total assets ($M) among Keystone Partners 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN262935760
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keystone Partners, LLC)

Sponsor-wide plan assets over time

All Keystone Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 35.43605692928257% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.73M $10.5M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 72 $8M
2023 1 74 $9M
2024 1 107 $10M

Nearby 401(k) Plans in Massachusetts

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

Keystone Partners 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Keystone Partners 401(k) Savings Plan, Total assets ($B): 0.01046475 · Participants: 107Keystone Partners 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Keystone Partners 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Keystone Partners 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Digistream Investigations, Inc. 401(k) Profit Sharing Plan & Trust in CA ($10M); by covered participants it is Augmedix, Inc. 401(k) Plan in CA (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Keystone Partners 401(k) Savings Plan assets move in 2024? ▼
Keystone Partners 401(k) Savings Plan grew sharply - up 20.8% during 2024, from $9M to $10M. Reported net income was $2M.
How have Keystone Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keystone Partners, LLC's sponsor-wide assets grew 35.4%, from $8M to $10M.
Which 401(k) plans are similar in size to Keystone Partners 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Digistream Investigations, Inc. 401(k) Profit Sharing Plan & Trust in CA ($10M, 350 participants).
Which 401(k) plans cover a similar participant headcount to Keystone Partners 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Augmedix, Inc. 401(k) Plan in CA (107 participants, $3M 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 262935760.

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.