401(k) · DOL Form 5500 · 2024

Fred S. Keller School 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
147
Participants Small participant base
66th
Percentile by assets National rank
$112,516
Avg per participant Below avg balance/head
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Official DOL plan name: Fred S. Keller School 401(k) Plan · Sponsored by Fred S. Keller School · New York · Educational Services

$17M in assets, 147 participants

Fred S. Keller School's Fred S. Keller School 401(k) Plan reported $17M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,786 in Educational Services (3,638 peers)

Coverage in New York

Fred S. Keller School 401(k) Plan covers 147 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $17M.

#1,786
in Educational Services (3,638 peers)
+15.6%
assets growth YoY

Fred S. Keller School 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Fred S. Keller School 401(k) Plan vs every filed plan by assets

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

$16,539,826 Top 34% higher than 66% 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

Fred S. Keller School 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fred S. Keller School 401(k) Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fred S. Keller School 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Fred S. Keller School 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Fred S. Keller School 401(k) Plan reported participants rose from 131 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133363868 · Fred S. Keller School PY 2024 · 401(k)

Fred S. Keller School 401(k) Plan · $17M · 147 · 66th

  • EIN $17M
  • EIN 147
  • EIN 66th
  • EIN 401(k)
  • EIN near Augusta Orthopedic & Sports Medicine Specialists, P.C. 401(k) Profit Sharing Plan
  • EIN ind #1786

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 Educational Services retirement plans → · Plans in New York →

Fred S. Keller School 401(k) Plan in the asset neighbourhood

Fred S. Keller School 401(k) PlanFred S. Keller School 401(k)…$17MAugusta Orthopedic & Sports Medicine Specialists, P.C. 401(k) Profit Sharing PlanAugusta Orthopedic & Sports …$17MBurning Man Project 401(k) PlanBurning Man Project 401(k) P…$17MGopher Resource, LLC Union 401(k) PlanGopher Resource, LLC Union 4…$17MInman Mills 401(k) Retirement Savings PlanInman Mills 401(k) Retiremen…$17M
End-of-year total assets ($M) among Fred S. Keller School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN133363868
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fred S. Keller School)

Sponsor-wide plan assets over time

All Fred S. Keller School plans reported in each filing year

Latest sponsor-wide plan assets
$17M 41.91379718640496% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.7M $16.5M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 119 $12M
2023 1 131 $14M
2024 1 147 $17M

Nearby 401(k) Plans in New York

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

Fred S. Keller School 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fred S. Keller School 401(k) Plan, Total assets ($B): 0.016539826 · Participants: 147Fred S. Keller School 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Fred S. Keller School 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fred S. Keller School 401(k) Plan side-by-side with 3 peers →

Fred S. Keller School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Augusta Orthopedic & Sports Medicine Specialists, P.C. 401(k) Profit Sharing Plan in GA ($17M); by covered participants it is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Fred S. Keller School 401(k) Plan assets move in 2024? ▼
Fred S. Keller School 401(k) Plan grew sharply - up 15.6% during 2024, from $14M to $17M. Reported net income was $2M.
How have Fred S. Keller School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fred S. Keller School's sponsor-wide assets grew 41.9%, from $12M to $17M.
Which 401(k) plans are similar in size to Fred S. Keller School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Augusta Orthopedic & Sports Medicine Specialists, P.C. 401(k) Profit Sharing Plan in GA ($17M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Fred S. Keller School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants, $15M 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 133363868.

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.