401(k) · DOL Form 5500 · 2023

Nappen & Associates 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
112
Participants Small participant base
60th
Percentile by assets National rank
$97,422
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nappen 401(k) Retirement Plan · Sponsored by Nappen & Associates · Pennsylvania · Real Estate

$11M in assets, 112 participants

Nappen & Associates's Nappen 401(k) Retirement Plan reported $11M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,675 in Real Estate (4,727 peers)

Coverage in Pennsylvania

Nappen 401(k) Retirement Plan covers 112 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#3,675
in Real Estate (4,727 peers)
+21.6%
assets growth YoY

Nappen 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Nappen 401(k) Retirement Plan vs every filed plan by assets

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

$10,911,218 Top 40% higher than 60% 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

Nappen 401(k) Retirement 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. Nappen 401(k) Retirement Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nappen 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Nappen 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Nappen 401(k) Retirement Plan reported participants rose from 110 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 236515849 · Nappen & Associates PY 2023 · 401(k)

Nappen 401(k) Retirement Plan · $11M · 112 · 60th

  • RANK $11M
  • PHOTO 112
  • IND 60th
  • EOY 401(k)
  • 5500 near Holland Engineering, Inc. 401(k) Plan
  • ASSETS ind #3675

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 Real Estate retirement plans → · Plans in Pennsylvania →

Nappen 401(k) Retirement Plan in the asset neighbourhood

Nappen 401(k) Retirement Plan$11MHolland Engineering, Inc. 401(k) PlanHolland Engineering, Inc. 40…$11MThe Wilder Companies 401(k) PlanThe Wilder Companies 401(k) …$11MWomen's Healthfirst, LLC Profit Sharing PlanWomen's Healthfirst, LLC Pro…$11MKelley Williamson Company Profit Sharing PlanKelley Williamson Company Pr…$11M
End-of-year total assets ($M) among Nappen 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN236515849
Plan Effective Date1999-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nappen & Associates)

Sponsor-wide plan assets over time

All Nappen & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$12M 36.28058001144226% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.97M $12.2M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 110 $9M
2023 1 112 $11M
2024 1 105 $12M

Nearby 401(k) Plans in Pennsylvania

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

Nappen 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Nappen 401(k) Retirement Plan, Total assets ($B): 0.010911218 · Participants: 112Nappen 401(k) Retirement 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
Nappen 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Nappen 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Holland Engineering, Inc. 401(k) Plan in MI ($11M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 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 (112 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 Nappen 401(k) Retirement Plan assets move in 2023? ▼
Nappen 401(k) Retirement Plan grew sharply - up 21.6% during 2023, from $9M to $11M. Reported net income was $2M.
How have Nappen & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nappen & Associates's sponsor-wide assets grew 36.3%, from $9M to $12M.
Which 401(k) plans are similar in size to Nappen 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holland Engineering, Inc. 401(k) Plan in MI ($11M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Nappen 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 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 236515849.

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.