401(k) · DOL Form 5500 · 2022

Wesley Family Services 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
646
Participants Below avg headcount
78th
Percentile by assets National rank
$33,236
Avg per participant Low balance/head
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Official DOL plan name: Wesley Family Services 401(k) Retirement Plan · Sponsored by Wesley Family Services · Pennsylvania · Healthcare & Social Assistance

$21M in assets, 646 participants

Wesley Family Services's Wesley Family Services 401(k) Retirement Plan reported $21M in total assets and 646 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,385 in Healthcare & Social Assistance (20,060 peers)

Where Wesley Family Services 401(k) Retirement Plan sits by assets

Wesley Family Services 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $21M for 646 participants (~$33,236/participant), up 14.0% in 2022.

#16,385
in Healthcare & Social Assistance (20,060 peers)
+14.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Wesley Family Services 401(k) Retirement Plan's outsized position by total assets

Wesley Family Services 401(k) Retirement Plan vs every filed plan by assets

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

$21,470,763 Top 22% higher than 78% 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

Wesley Family Services 401(k) Retirement Plan 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. Wesley Family Services 401(k) Retirement Plan sits mid-pack in the medium band (646 participants).

Form 5500 schedule snapshot

Filing strip 820653875 · Wesley Family Services PY 2022 · 401(k)

Wesley Family Services 401(k) Retirement Plan · $21M · 646 · 78th

  • IND $21M
  • EOY 646
  • 5500 78th
  • ASSETS 401(k)
  • PCT near Moser Consulting, Inc. Retirement Plan
  • EIN ind #16385

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 →

Wesley Family Services 401(k) Retirement Plan in the asset neighbourhood

Wesley Family Services 401(k) Retirement PlanWesley Family Services 401(k…$21MMoser Consulting, Inc. Retirement PlanMoser Consulting, Inc. Retir…$21MSatco Products, Inc. 401(k) PlanSatco Products, Inc. 401(k) …$21MSouthern Oregon Cardiology LLC 401(k) PlanSouthern Oregon Cardiology L…$21MMattson & Co. 401(k) Savings PlanMattson & Co. 401(k) Savings…$21M
End-of-year total assets ($M) among Wesley Family Services 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN820653875
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesley Family Services)

Sponsor-wide plan assets over time

All Wesley Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$30M 38.449108678624974% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.5M $29.7M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 646 $21M
2023 1 722 $26M
2024 1 614 $30M

Nearby 401(k) Plans in Pennsylvania

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

Wesley Family Services 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Wesley Family Services 401(k) Retirement Plan, Total assets ($B): 0.021470763 · Participants: 646Wesley Family Services 401(k) 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
Wesley Family Services 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Wesley Family Services 401(k) Retirement Plan side-by-side with 3 peers →

Wesley Family Services 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Moser Consulting, Inc. Retirement Plan in IN ($21M); by covered participants it is USA Compression 401(k) Plan in TX (646 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (646 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 Wesley Family Services 401(k) Retirement Plan assets move in 2022? ▼
Wesley Family Services 401(k) Retirement Plan grew at a solid clip - up 14.0% during 2022, from $19M to $21M. Reported net income was $3M.
How have Wesley Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wesley Family Services's sponsor-wide assets grew 38.4%, from $21M to $30M.
Where does Wesley Family Services 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Wesley Family Services 401(k) Retirement Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wesley Family Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moser Consulting, Inc. Retirement Plan in IN ($21M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Wesley Family Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is USA Compression 401(k) Plan in TX (646 participants, $48M 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 820653875.

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.