401(k) · DOL Form 5500 · 2024

Keystone Agency Partners LLC 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
1,216
Participants Near avg headcount
90th
Percentile by assets National rank
$72,751
Avg per participant Below avg balance/head
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Official DOL plan name: Keystone Agency Partners 401(k) Plan · Sponsored by Keystone Agency Partners LLC · Pennsylvania · Finance & Insurance

$88M in assets, 1,216 participants

Keystone Agency Partners LLC's Keystone Agency Partners 401(k) Plan reported $88M in total assets and 1,216 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,161 in Finance & Insurance (8,549 peers)

Where Keystone Agency Partners 401(k) Plan sits by assets

Keystone Agency Partners 401(k) Plan sits in the top 10% of all filed plans by assets, $88M for 1,216 participants (~$72,751/participant), up 30.9% in 2024.

#7,161
in Finance & Insurance (8,549 peers)
+30.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Keystone Agency Partners 401(k) Plan's outsized position by total assets

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

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

$88,465,539 Top 10% higher than 90% 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 Agency Partners 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keystone Agency Partners 401(k) Plan lands in the large band (1,216 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Keystone Agency Partners 401(k) Plan reported participants rose from 828 in the plan year 2023 filing to 1,216 in the plan year 2024 filing.
  • Keystone Agency Partners 401(k) Plan end-of-year assets rose from $68M in the plan year 2023 filing to $88M in the plan year 2024 filing.
  • Keystone Agency Partners 401(k) Plan reported net income rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 842940208 · Keystone Agency Partners LLC PY 2024 · 401(k)

Keystone Agency Partners 401(k) Plan · $88M · 1,216 · 90th

  • NET $88M
  • BOOK 1,216
  • VS-ST 90th
  • BOY 401(k)
  • SCH near The Graycor Affiliates Profit Sharing & Employees' Salary Contribution Plan
  • EBSA ind #7161

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 Pennsylvania →

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

Innovage 401(k) Plan$88MKeystone Agency Partners 401(k) PlanKeystone Agency Partners 401…$88MThe Graycor Affiliates Profit Sharing & Employees' Salary Contribution PlanThe Graycor Affiliates Profi…$88MChoate Construction Company Profit Sharing PlanChoate Construction Company …$88MPrevost Car, Inc. (a Division of Prevost Car (US), Inc.) 401(k) Retirement PlanPrevost Car, Inc. (a Divisio…$88M
End-of-year total assets ($M) among Keystone Agency Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$88M
Net Income$21M
Employer EIN842940208
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keystone Agency Partners LLC)

Sponsor-wide plan assets over time

All Keystone Agency Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$88M 118.46960388058329% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $40.5M $88.5M ▲ +118.5%
Year Plans Participants Total Assets
2022 1 418 $40M
2023 1 828 $68M
2024 1 1,216 $88M

Nearby 401(k) Plans in Pennsylvania

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

Keystone Agency Partners 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Keystone Agency Partners 401(k) Plan, Total assets ($B): 0.088465539 · Participants: 1216Keystone Agency Partners 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Keystone Agency Partners 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Keystone Agency Partners 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is The Graycor Affiliates Profit Sharing & Employees' Salary Contribution Plan in IL ($88M); by covered participants it is Epitec, Inc. 401(k) Profit Sharing Plan and Trust in MI (1,216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,216 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 Agency Partners 401(k) Plan assets move in 2024? ▼
Keystone Agency Partners 401(k) Plan surged - up 30.9% during 2024, from $68M to $88M. Reported net income was $21M.
How have Keystone Agency Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keystone Agency Partners LLC's sponsor-wide assets grew 118.5%, from $40M to $88M.
Where does Keystone Agency Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Keystone Agency Partners 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Keystone Agency Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Graycor Affiliates Profit Sharing & Employees' Salary Contribution Plan in IL ($88M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Keystone Agency Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Epitec, Inc. 401(k) Profit Sharing Plan and Trust in MI (1,216 participants, $47M 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 842940208.

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.