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
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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

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

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.

See the national 2022→2023 release diff →

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

Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & TrustArea Storage & Transfer Inc.…$2MInvictus Spiritus Holdings Inc. Retirement PlanInvictus Spiritus Holdings I…$2MReal Estate Matters Retirement PlanReal Estate Matters Retireme…$2MThe Jfw Corporation 401(k) PlanThe Jfw Corporation 401(k) P…$2MRegional Medical Associates, PA 401(k) PlanRegional Medical Associates,…$2M
End-of-year total assets ($M) among Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$398K
Employer EIN222981560
Plan Effective Date1995-04-01
Filing StatusFILING 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
$8M$9M$10M$11M 202220232024 $8.34M $10.1M ▲ +20.5%
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.

Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002299972 · Participants: 293Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & TrustComcast 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
Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023?
Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 20.9% during 2023, from $2M to $2M. Reported net income was $398K.
How have Area Storage & Transfer Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Area Storage & Transfer Inc's sponsor-wide assets grew 20.4%, from $8M to $10M.
Which 401(k) plans are similar in size to Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Invictus Spiritus Holdings Inc. Retirement Plan in NC ($2M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Area Storage & Transfer Inc. 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Bueno Foods 401(k) Plan in NM (293 participants, $9M in assets).