401(k) · DOL Form 5500 · 2022

Waverly Heights, Ltd. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
265
Participants Below avg headcount
57th
Percentile by assets National rank
$25,443
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Tax Deferred Annuity Plan of Waverly Heights, Ltd. · Sponsored by Waverly Heights, Ltd. · Pennsylvania · Healthcare & Social Assistance

$7M in assets, 265 participants

Waverly Heights, Ltd.'s Tax Deferred Annuity Plan of Waverly Heights, Ltd. reported $7M in total assets and 265 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #12,581 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Tax Deferred Annuity Plan of Waverly Heights, Ltd. covers 265 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.

#12,581
in Healthcare & Social Assistance (20,060 peers)
-6.8%
assets change YoY

The plan reported a net loss of $489K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tax Deferred Annuity Plan of Waverly Heights, Ltd.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Tax Deferred Annuity Plan of Waverly Heights, Ltd. vs every filed plan by assets

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

$6,742,473 Top 43% higher than 57% 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

Tax Deferred Annuity Plan of Waverly Heights, Ltd. among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan of Waverly Heights, Ltd. sits mid-pack in the medium band (265 participants).

Form 5500 schedule snapshot

Filing strip 232212842 · Waverly Heights, Ltd. PY 2022 · 401(k)

Tax Deferred Annuity Plan of Waverly Heights, Ltd. · $7M · 265 · 57th

  • PART $7M
  • PART 265
  • PART 57th
  • PART 401(k)
  • PART near Corporate Care 401(k) Plan
  • PART ind #12581

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Tax Deferred Annuity Plan of Waverly Heights, Ltd. in the asset neighbourhood

Tax Deferred Annuity Plan of Waverly Heights, Ltd.Tax Deferred Annuity Plan of…$7MCorporate Care 401(k) Plan$7MDialectic, Inc. 401(k) Profit Sharing PlanDialectic, Inc. 401(k) Profi…$7MBulk & Spur 401(k) Plan$7MMap Profit Sharing Plan (401(k))Map Profit Sharing Plan (401…$7M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Waverly Heights, Ltd. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$489K
Employer EIN232212842
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Tax Deferred Annuity Plan of Waverly Heights, Ltd. vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Tax Deferred Annuity Plan of Waverly Heights, Ltd., Total assets ($B): 0.006742473 · Participants: 265Tax Deferred Annuity Plan of Waverly Heights, Ltd.Comcast 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
Tax Deferred Annuity Plan of Waverly Heights, Ltd. vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Tax Deferred Annuity Plan of Waverly Heights, Ltd. side-by-side with 3 peers →

Tax Deferred Annuity Plan of Waverly Heights, Ltd.'s out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Corporate Care 401(k) Plan in TX ($7M); by covered participants it is Vining-Sparks Ibg, L.P. 401(k) Plan in TN (265 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Tax Deferred Annuity Plan of Waverly Heights, Ltd. assets move in 2022? ▼
Tax Deferred Annuity Plan of Waverly Heights, Ltd. pulled back noticeably - down 6.8% during 2022, from $7M to $7M. Reported net income was -$489K.
Which 401(k) plans are similar in size to Tax Deferred Annuity Plan of Waverly Heights, Ltd.? ▼
Among 401(k) plans in other states, the closest by assets is Corporate Care 401(k) Plan in TX ($7M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Tax Deferred Annuity Plan of Waverly Heights, Ltd.? ▼
Among 401(k) plans in other states, the closest by covered participants is Vining-Sparks Ibg, L.P. 401(k) Plan in TN (265 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 232212842.

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.