Other · DOL Form 5500 · 2022
Waverly Heights, Ltd Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 279
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $41,016
- Avg per participant Low balance/head
Official DOL plan name: Employee Benefit Plan of Waverly Heights, Ltd · Sponsored by Waverly Heights, Ltd · Pennsylvania · Healthcare & Social Assistance
$11M in assets, 279 participants
Waverly Heights, Ltd's Employee Benefit Plan of Waverly Heights, Ltd reported $11M in total assets and 279 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #14,600 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Employee Benefit Plan of Waverly Heights, Ltd covers 279 participants in Pennsylvania, about 34% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.
- #14,600
- in Healthcare & Social Assistance (20,060 peers)
- -10.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Employee Benefit Plan of Waverly Heights, Ltd's outsized position by total assets
Employee Benefit Plan of Waverly Heights, Ltd vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,443,350 Top 32% higher than 68% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Employee Benefit 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. Employee Benefit Plan of Waverly Heights, Ltd sits mid-pack in the medium band (279 participants).
DOL schedule card
Filing strip 232212842 · Waverly Heights, Ltd PY 2022 · Other
Employee Benefit Plan of Waverly Heights, Ltd · $11M · 279 · 68th
- ASSETS $11M
- ASSETS 279
- ASSETS 68th
- ASSETS Other
- ASSETS near Chatham Hall Defined Contribution Retirement Plan
- ASSETS ind #14600
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 →
Employee Benefit Plan of Waverly Heights, Ltd in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$1M |
| Employer EIN | 232212842 |
| Plan Effective Date | 1988-12-22 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Employee Benefit Plan of Waverly Heights, Ltd's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Chatham Hall Defined Contribution Retirement Plan in VA ($11M); by covered participants it is Island Peer Review Organization, Inc. Tax Deferred Annuity Plan in NY (279 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (279 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.