401(k) · DOL Form 5500 · 2023
Area Storage & Transfer Inc 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 293
- Participants Below avg headcount
- 32nd
- Percentile by assets National rank
- $7,850
- Avg per participant Low balance/head
Official DOL plan name: Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Area Storage & Transfer Inc · Pennsylvania · Transportation & Warehousing
$2M in assets, 293 participants
Area Storage & Transfer Inc's Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #1,056 in Transportation & Warehousing (3,362 peers)
Coverage in Pennsylvania
Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust covers 293 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.
- #1,056
- in Transportation & Warehousing (3,362 peers)
- +20.9%
- assets growth YoY
Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,299,972 32nd percentile higher than 32% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust 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. Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (293 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$222K in the plan year 2022 filing to $398K in the plan year 2023 filing.
- Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 288 in the plan year 2022 filing to 293 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 222981560 · Area Storage & Transfer Inc PY 2023 · 401(k)
Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust · $2M · 293 · 32nd
- BOY $2M
- BOY 293
- BOY 32nd
- BOY 401(k)
- BOY near Invictus Spiritus Holdings Inc. Retirement Plan
- BOY ind #1056
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 Transportation & Warehousing retirement plans → · Plans in Pennsylvania →
Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $398K |
| Employer EIN | 222981560 |
| Plan Effective Date | 1995-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Area Storage & Transfer Inc)
Sponsor-wide plan assets over time
All Area Storage & Transfer Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 20.416506851285394% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 527 | $8M |
| 2023 | 2 | 567 | $9M |
| 2024 | 2 | 724 | $10M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Invictus Spiritus Holdings Inc. Retirement Plan in NC ($2M); by covered participants it is Bueno Foods 401(k) Plan in NM (293 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (293 participants); asset peers above are excluded.
- Bueno Foods 401(k) Plan (NM) 293 · 0 off
- Energy Services of America Staff 401(k) Retirement Savings Plan (WV) 293 · 0 off
- Ultrafab, Inc. Employees' Retirement Plan (NY) 293 · 0 off
- Admiral Glass & Mirror 401(k) Plan (TX) 293 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.