Money Purchase · DOL Form 5500 · 2024
William a. Keen Money Purchase Plan
Data updated 2026-08-25
- $266K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $133,230
- Avg per participant Near avg balance/head
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.
- #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.
- #548
- in Finance & Insurance (8,549 peers)
- +4.8%
- assets growth YoY
William a. Keen Money Purchase Plan & Trust among the smaller filed plans by assets
William a. Keen Money Purchase Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$266,460 13th percentile higher than 13% 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
William a. Keen Money Purchase Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William a. Keen Money Purchase Plan & Trust is a micro filing (2 participants), the leftmost band.
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.
DOL schedule card
Filing strip 541332799 · William a. Keen PY 2024 · Money Purchase
William a. Keen Money Purchase Plan & Trust · $266K · 2 · 13th
- NET $266K
- BOOK 2
- VS-ST 13th
- BOY Money Purchase
- SCH near Izak Herschitz Md PC Employees Money Purchase Plan
- EBSA ind #548
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 Virginia →
William a. Keen Money Purchase Plan & Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All William a. Keen plans reported in each filing year
- Latest sponsor-wide plan assets
- $563K 9.413856768049753% vs 2022
- 2024 filing year
| 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.
- 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
William a. Keen Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside Virginia, the nearest Money Purchase by assets is Izak Herschitz Md PC Employees Money Purchase Plan in NY ($266K); by covered participants it is Dr Robert J Lynch Md Keogh in WV (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($266K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Henney Wealth Management, Inc. Money Purchase Plan (CA) 2 · 0 off
- Henney Wealth Management, Inc. Profit Sharing Plan (CA) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.