Money Purchase · DOL Form 5500 · 2024
William a. Keen Money Purchase Plan
Data updated 2026-08-11
- $266K
- Total assets
- 2
- Participants
- 13th
- Percentile by assets
- $133,230
- Avg per participant
Official DOL plan name: William a. Keen Money Purchase Plan & Trust · Sponsored by William a. Keen · Virginia · Finance & Insurance
$266K in assets, 2 participants
William a. Keen's William a. Keen Money Purchase Plan & Trust reported $266K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- 13th percentile by assets (of 123,622 plans)
- #548 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
William a. Keen Money Purchase Plan & Trust holds $266K for 2 participants - about $133,230 per participant, among the smaller plans by assets on file.
- $266K
- total plan assets (2024 EOY)
- 2
- covered participants
- 13th
- percentile by assets (of 123,622 plans)
- $133,230
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- William a. Keen Money Purchase Plan & Trust reported net income fell from $26K in the plan year 2023 filing to $12K in the plan year 2024 filing.
- William a. Keen Money Purchase Plan & Trust end-of-year assets rose from $254K in the plan year 2023 filing to $266K in the plan year 2024 filing.
Money Purchase filing for William a. Keen Money Purchase Plan & Trust
Money Purchase filing for plan year 2024: EIN 541332799 ; effective since 1986-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $254K |
|---|---|
| Net Assets (End of Year) | $266K |
| Net Income | $12K |
| Employer EIN | 541332799 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William a. Keen)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $515K |
| 2023 | 2 | 4 | $558K |
| 2024 | 2 | 4 | $563K |
Nearby Money Purchase Plans in Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
William a. Keen Money Purchase Plan & Trust vs. nearby Money Purchase plans in Virginia, assets vs. participants
- The Mitre Corporation Qualified Retirement Plan $2.8B · 12,228
- The George Washington University Retirement Plan for Faculty and Staff $1.4B · 3,862
- Noblis, Inc. Qualified Retirement Plan $246M · 2,434
- Mid-Atlantic States District Council Participating Locals Annuity Fund $149M · 6,604
- American College of Radiology Employees' Pension Plan and Trust $108M · 560
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to William a. Keen Money Purchase Plan & Trust by total assets, not by location.
Frequently Asked Questions
How did William a. Keen Money Purchase Plan & Trust assets move in 2024? ▼
How have William a. Keen plan assets changed over time? ▼
Where does William a. Keen Money Purchase Plan & Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to William a. Keen Money Purchase Plan & Trust? ▼
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Filing takeaways
Ways to act on William a. Keen Money Purchase Plan & Trust's numbers.
- By total assets, William a. Keen Money Purchase Plan & Trust ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Virginia. Compare plans
- William a. Keen's sponsor-wide assets have grown 9.4% since 2022 across 3 plan years on file. More Finance & Insurance plans