401(k) · DOL Form 5500 · 2022

River Wealth Advisors LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
13
Participants Small participant base
27th
Percentile by assets National rank
$90,349
Avg per participant Below avg balance/head
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Official DOL plan name: River Wealth Advisors LLC Retirement Plan · Sponsored by River Wealth Advisors LLC · Pennsylvania · Finance & Insurance

$1M in assets, 13 participants

River Wealth Advisors LLC's River Wealth Advisors LLC Retirement Plan reported $1M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,648 in Finance & Insurance (9,261 peers)

River Wealth Advisors LLC multi-year trail

River Wealth Advisors LLC's plans moved +105.4% in assets from 2022 to 2024; this filing shows River Wealth Advisors LLC Retirement Plan at $1M / 13 participants.

#1,648
in Finance & Insurance (9,261 peers)
-9.9%
assets change YoY

The plan reported a net loss of $129K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

River Wealth Advisors LLC Retirement Plan among the smaller filed plans by assets

River Wealth Advisors LLC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,174,537 27th percentile higher than 27% of 139,123 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 2022

River Wealth Advisors LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. River Wealth Advisors LLC Retirement Plan is a small filing (13 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 472105957 · River Wealth Advisors LLC PY 2022 · 401(k)

River Wealth Advisors LLC Retirement Plan · $1M · 13 · 27th

  • BOOK $1M
  • VS-ST 13
  • BOY 27th
  • SCH 401(k)
  • EBSA near Summit Casing Services, LLC 401(k) Plan
  • PART ind #1648

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 →

River Wealth Advisors LLC Retirement Plan in the asset neighbourhood

River Wealth Advisors LLC Retirement PlanRiver Wealth Advisors LLC Re…$1MSummit Casing Services, LLC 401(k) PlanSummit Casing Services, LLC …$1MPet Paradise 401(k) Plan$1MAaa Imaging 401(k) Plan$1MPuttshack USA Inc. 401(k) PlanPuttshack USA Inc. 401(k) Pl…$1M
End-of-year total assets ($M) among River Wealth Advisors LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

River Wealth Advisors LLC multi-year asset trail

Sponsor-wide plan assets over time

All River Wealth Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 105.35785590407114% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.17M $2.41M ▲ +106.0%
Year Plans Participants Total Assets
2022 1 13 $1M
2023 1 14 $2M
2024 1 15 $2M

River Wealth Advisors LLC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$129K
Employer EIN472105957
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

River Wealth Advisors LLC Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants River Wealth Advisors LLC Retirement Plan, Total assets ($B): 0.001174537 · Participants: 13River Wealth Advisors LLC Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
River Wealth Advisors LLC Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare River Wealth Advisors LLC Retirement Plan side-by-side with 3 peers →

River Wealth Advisors LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Summit Casing Services, LLC 401(k) Plan in TX ($1M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did River Wealth Advisors LLC Retirement Plan assets move in 2022? ▼
River Wealth Advisors LLC Retirement Plan pulled back noticeably - down 9.9% during 2022, from $1M to $1M. Reported net income was -$129K.
How have River Wealth Advisors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), River Wealth Advisors LLC's sponsor-wide assets grew 105.4%, from $1M to $2M.
Which 401(k) plans are similar in size to River Wealth Advisors LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summit Casing Services, LLC 401(k) Plan in TX ($1M, 110 participants).
Which 401(k) plans cover a similar participant headcount to River Wealth Advisors LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472105957.

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.