401(k) · DOL Form 5500 · 2024

Keystone Senior Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1,126
Participants Near avg headcount
35th
Percentile by assets National rank
$2,889
Avg per participant Low balance/head
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Official DOL plan name: Keystone Senior Management Services, Inc. 401(k) Plan · Sponsored by Keystone Senior Management Services, Inc. · Indiana · Real Estate

$3M in assets, 1,126 participants

Keystone Senior Management Services, Inc.'s Keystone Senior Management Services, Inc. 401(k) Plan reported $3M in total assets and 1,126 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,529 in Real Estate (4,605 peers)

Coverage in Indiana

Keystone Senior Management Services, Inc. 401(k) Plan covers 1,126 participants in Indiana, 2.1x the typical Indiana plan (state average ~541 per filing). Assets: $3M.

#2,529
in Real Estate (4,605 peers)
+37.9%
assets growth YoY

Keystone Senior Management Services, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Keystone Senior Management Services, Inc. 401(k) Plan vs every filed plan by assets

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

$3,252,582 35th percentile higher than 35% 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 Senior Management Services, Inc. 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 Senior Management Services, Inc. 401(k) Plan lands in the large band (1,126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Keystone Senior Management Services, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Keystone Senior Management Services, Inc. 401(k) Plan reported net income rose from $756K in the plan year 2023 filing to $895K in the plan year 2024 filing.
  • Keystone Senior Management Services, Inc. 401(k) Plan reported participants rose from 1,046 in the plan year 2023 filing to 1,126 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 300036455 · Keystone Senior Management Services, Inc. PY 2024 · 401(k)

Keystone Senior Management Services, Inc. 401(k) Plan · $3M · 1,126 · 35th

  • BOOK $3M
  • BOOK 1,126
  • BOOK 35th
  • BOOK 401(k)
  • BOOK near Arrow Manufacturing Co. Inc. 401(k) Profit Sharing Plan & Trust
  • BOOK ind #2529

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 Real Estate retirement plans → · Plans in Indiana →

Keystone Senior Management Services, Inc. 401(k) Plan in the asset neighbourhood

Keystone Senior Management Services, Inc. 401(k) PlanKeystone Senior Management S…$3MArrow Manufacturing Co. Inc. 401(k) Profit Sharing Plan & TrustArrow Manufacturing Co. Inc.…$3MWaverly Advisors, LLC Pep$3MG&c Staffing Retirement Savings PlanG&c Staffing Retirement Savi…$3MSallee Horse Vans, Inc. 401(k) PlanSallee Horse Vans, Inc. 401(…$3M
End-of-year total assets ($M) among Keystone Senior Management Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$895K
Employer EIN300036455
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keystone Senior Management Services, Inc.)

Sponsor-wide plan assets over time

All Keystone Senior Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 103.0837989105867% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.6M $3.25M ▲ +103.1%
Year Plans Participants Total Assets
2022 1 938 $2M
2023 1 1,046 $2M
2024 1 1,126 $3M

Nearby 401(k) Plans in Indiana

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

Keystone Senior Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Keystone Senior Management Services, Inc. 401(k) Plan, Total assets ($B): 0.003252582 · Participants: 1126Keystone Senior Management Services, Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Keystone Senior Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Keystone Senior Management Services, Inc. 401(k) Plan side-by-side with 3 peers →

Keystone Senior Management Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Arrow Manufacturing Co. Inc. 401(k) Profit Sharing Plan & Trust in CT ($3M); by covered participants it is The W.W. Williams Co. LLC Employees Savings Plan & Trust Plan in OH (1,126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,126 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 Senior Management Services, Inc. 401(k) Plan assets move in 2024? ▼
Keystone Senior Management Services, Inc. 401(k) Plan surged - up 37.9% during 2024, from $2M to $3M. Reported net income was $895K.
How have Keystone Senior Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keystone Senior Management Services, Inc.'s sponsor-wide assets grew 103.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Keystone Senior Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arrow Manufacturing Co. Inc. 401(k) Profit Sharing Plan & Trust in CT ($3M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Keystone Senior Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The W.W. Williams Co. LLC Employees Savings Plan & Trust Plan in OH (1,126 participants, $89M 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 300036455.

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.