401(k) · DOL Form 5500 · 2024

Key Benefit Administrators 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets: 430
Participants Below avg headcount: 72nd
Percentile by assets National rank: $50,323
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Key Family 401(k) Plan · Sponsored by Key Benefit Administrators · Indiana · Finance & Insurance

$22M in assets, 430 participants

Key Benefit Administrators's Key Family 401(k) Plan reported $22M in total assets and 430 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

#4,890 in Finance & Insurance (8,549 peers)

Key Benefit Administrators multi-year trail

Key Benefit Administrators's plans moved +28.4% in assets from 2022 to 2024; this filing shows Key Family 401(k) Plan at $22M / 430 participants.

#4,890
in Finance & Insurance (8,549 peers): +12.5%
assets growth YoY

Key Family 401(k) Plan's outsized position by total assets

Key Family 401(k) Plan vs every filed plan by assets

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

$21,638,828 Top 28% higher than 72% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Key Family 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. Key Family 401(k) Plan sits mid-pack in the medium band (430 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Key Family 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Key Family 401(k) Plan reported participants rose from 423 in the plan year 2023 filing to 430 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 351450364 · Key Benefit Administrators PY 2024 · 401(k)

Key Family 401(k) Plan · $22M · 430 · 72nd

SCH $22M
SCH 430
SCH 72nd
SCH 401(k)
SCH near US Healthvest Group 401(k) Plan
SCH ind #4890

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 Finance & Insurance retirement plans → · Plans in Indiana →

End-of-year total assets ($M) among Key Family 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Key Benefit Administrators multi-year asset trail

Latest sponsor-wide plan assets: $22M 28.448496160018927% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	389	$17M
2023	1	423	$19M
2024	1	430	$22M

Key Benefit Administrators filing trail (2024)

Total Assets (Beginning of Year)	$19M
Net Assets (End of Year)	$22M
Net Income	$2M
Employer EIN	351450364
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Key Family 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $13.1B · 19,977
Elevance Health 401(k) Plan $12.1B · 73,120
Cummins Retirement and Savings Plan $6.4B · 30,272
Iu Health 401(k) Savings Plan $4.5B · 38,460
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385

Compare Key Family 401(k) Plan side-by-side with 3 peers →

Key Family 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is US Healthvest Group 401(k) Plan in IL ($22M); by covered participants it is Vericity Holdings, Inc. 401(k) Plan in IL (430 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

US Healthvest Group 401(k) Plan (IL) $22M · 2,169
Marsh Furniture Company 401(k) Plan (NC) $22M · 578
Sunsouth LLC 401(k) Plan (AL) $22M · 436
Critical Care, Pulmonary and Sleep Associates, Professional LLP 401(k) Profit Sharing Plan (CO) $22M · 56

Similar participant headcount

Nearest other-state filings by covered participants (430 participants); asset peers above are excluded.

Vericity Holdings, Inc. 401(k) Plan (IL) 430 · 0 off
Betterment 401(k) Savings Plan (NY) 430 · 0 off
Medely 401(k) Plan (CA) 430 · 0 off
Psi America 401(k) Plan (PA) 430 · 0 off

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 Key Family 401(k) Plan assets move in 2024? ▼

Key Family 401(k) Plan grew at a solid clip - up 12.5% during 2024, from $19M to $22M. Reported net income was $2M.

How have Key Benefit Administrators plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Key Benefit Administrators's sponsor-wide assets grew 28.4%, from $17M to $22M.

Which 401(k) plans are similar in size to Key Family 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is US Healthvest Group 401(k) Plan in IL ($22M, 2,169 participants).

Which 401(k) plans cover a similar participant headcount to Key Family 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Vericity Holdings, Inc. 401(k) Plan in IL (430 participants, $45M 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 351450364.