401(k) · DOL Form 5500 · 2024

The Keffer Company 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size: 1,031
Participants Near avg headcount: 80th
Percentile by assets National rank: $33,913
Avg per participant Low balance/head

Official DOL plan name: The Keffer Company Retirement Savings Plan · Sponsored by The Keffer Company · North Carolina · Retail Trade

$35M in assets, 1,031 participants

The Keffer Company's The Keffer Company Retirement Savings Plan reported $35M in total assets and 1,031 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

#7,076 in Retail Trade (8,048 peers)

Where The Keffer Company Retirement Savings Plan sits by assets

The Keffer Company Retirement Savings Plan sits in the top quartile of all filed plans by assets, $35M for 1,031 participants (~$33,913/participant), up 13.1% in 2024.

#7,076
in Retail Trade (8,048 peers): +13.1%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

The Keffer Company Retirement Savings Plan's outsized position by total assets

The Keffer Company Retirement Savings Plan vs every filed plan by assets

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

$34,964,016 Top 20% higher than 80% 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

The Keffer Company Retirement Savings 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. The Keffer Company Retirement Savings Plan lands in the large band (1,031 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%)

Published 5500 schedule card

Filing strip 200510889 · The Keffer Company PY 2024 · 401(k)

The Keffer Company Retirement Savings Plan · $35M · 1,031 · 80th

RANK $35M
RANK 1,031
RANK 80th
RANK 401(k)
RANK near Aretum, LLC 401(k) Plan
RANK ind #7076

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 Retail Trade retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among The Keffer Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$31M
Net Assets (End of Year)	$35M
Net Income	$4M
Employer EIN	200510889
Plan Effective Date	1988-09-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

The Keffer Company Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $62.9B · 168,963
Honeywell 401(k) Plan $16.3B · 39,468
Duke Energy Retirement Savings Plan $11.3B · 27,341
Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699

Compare The Keffer Company Retirement Savings Plan side-by-side with 3 peers →

The Keffer Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Aretum, LLC 401(k) Plan in MD ($35M); by covered participants it is Sierra Nevada Brewing 401(k) Plan in CA (1,031 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Aretum, LLC 401(k) Plan (MD) $35M · 496
Ed Martin Auto Group 401(k) Profit Sharing Plan (IN) $35M · 662
Whitehall Industries Profit-Sharing and 401(k) Plan (MI) $35M · 874
Sexing Technologies 401(k) Plan (TX) $35M · 933

Similar participant headcount

Nearest other-state filings by covered participants (1,031 participants); asset peers above are excluded.

Sierra Nevada Brewing 401(k) Plan (CA) 1,031 · 0 off
Delta 401(k) Retirement Plan for Subsidiaries (GA) 1,031 · 0 off
Marcal Paper Non-Union 401(k) Plan (NJ) 1,031 · 0 off
Mario Tricoci 401(k) Savings Plan (IL) 1,031 · 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 The Keffer Company Retirement Savings Plan assets move in 2024? ▼

The Keffer Company Retirement Savings Plan grew at a solid clip - up 13.1% during 2024, from $31M to $35M. Reported net income was $4M.

Where does The Keffer Company Retirement Savings Plan rank by assets among Form 5500 filers? ▼

The Keffer Company Retirement Savings Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to The Keffer Company Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Aretum, LLC 401(k) Plan in MD ($35M, 496 participants).

Which 401(k) plans cover a similar participant headcount to The Keffer Company Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Sierra Nevada Brewing 401(k) Plan in CA (1,031 participants, $226M 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 200510889.