401(k) · DOL Form 5500 · 2023

J.W. Pepper & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
161
Participants Small participant base
72nd
Percentile by assets National rank
$120,984
Avg per participant Near avg balance/head
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Official DOL plan name: J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan · Sponsored by J.W. Pepper & Son, Inc. · Pennsylvania · Information & Media

$19M in assets, 161 participants

J.W. Pepper & Son, Inc.'s J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan reported $19M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #1,759 in Information & Media (2,818 peers)

Coverage in Pennsylvania

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan covers 161 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.

#1,759
in Information & Media (2,818 peers)
+10.4%
assets growth YoY

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan's outsized position by total assets

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,478,349 Top 28% higher than 72% of 127,068 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 2023

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan reported participants rose from 146 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 230963171 · J.W. Pepper & Son, Inc. PY 2023 · 401(k)

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan · $19M · 161 · 72nd

  • NET $19M
  • NET 161
  • NET 72nd
  • NET 401(k)
  • NET near Mauser Packaging Solutions Bargaining Unit 401(k) Plan
  • NET ind #1759

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 Information & Media retirement plans → · Plans in Pennsylvania →

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan in the asset neighbourhood

J.W. Pepper & Son, Inc. 401(k) Savings and Investment PlanJ.W. Pepper & Son, Inc. 401(…$19MMauser Packaging Solutions Bargaining Unit 401(k) PlanMauser Packaging Solutions B…$19MPike Lumber Company, Inc. Profit Sharing Plan & TrustPike Lumber Company, Inc. Pr…$19MKoike Aronson, Inc. Savings Investment PlanKoike Aronson, Inc. Savings …$19MGlancy Prongay & Murray LLP 401(k) PlanGlancy Prongay & Murray LLP …$19M
End-of-year total assets ($M) among J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN230963171
Plan Effective Date1966-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.W. Pepper & Son, Inc.)

Sponsor-wide plan assets over time

All J.W. Pepper & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 32.13038869436212% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $17.6M $23.3M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 146 $18M
2023 2 316 $42M
2024 1 162 $23M

Nearby 401(k) Plans in Pennsylvania

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

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan, Total assets ($B): 0.019478349 · Participants: 161J.W. Pepper & Son, Inc. 401(k) Savings and Investment PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan side-by-side with 3 peers →

J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mauser Packaging Solutions Bargaining Unit 401(k) Plan in GA ($19M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan assets move in 2023? ▼
J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan grew at a solid clip - up 10.4% during 2023, from $18M to $19M. Reported net income was $2M.
How have J.W. Pepper & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.W. Pepper & Son, Inc.'s sponsor-wide assets grew 32.1%, from $18M to $23M.
Which 401(k) plans are similar in size to J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mauser Packaging Solutions Bargaining Unit 401(k) Plan in GA ($19M, 712 participants).
Which 401(k) plans cover a similar participant headcount to J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 230963171.

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.