401(k) · DOL Form 5500 · 2023

Rettew Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
267
Participants Below avg headcount
83rd
Percentile by assets National rank
$145,139
Avg per participant Above avg balance/head
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Official DOL plan name: Rettew Associates Inc 401(k) & Profit Sharing Plan · Sponsored by Rettew Associates, Inc. · Pennsylvania · Professional & Technical Services

$39M in assets, 267 participants

Rettew Associates, Inc.'s Rettew Associates Inc 401(k) & Profit Sharing Plan reported $39M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,940 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Rettew Associates Inc 401(k) & Profit Sharing Plan covers 267 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $39M.

#16,940
in Professional & Technical Services (20,321 peers)
+10.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Rettew Associates Inc 401(k) & Profit Sharing Plan's outsized position by total assets

Rettew Associates Inc 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$38,752,023 Top 17% higher than 83% 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

Rettew Associates Inc 401(k) & Profit Sharing 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. Rettew Associates Inc 401(k) & Profit Sharing Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rettew Associates Inc 401(k) & Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Rettew Associates Inc 401(k) & Profit Sharing Plan end-of-year assets rose from $35M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231712637 · Rettew Associates, Inc. PY 2023 · 401(k)

Rettew Associates Inc 401(k) & Profit Sharing Plan · $39M · 267 · 83rd

  • EIN $39M
  • RANK 267
  • PHOTO 83rd
  • IND 401(k)
  • EOY near Astronova, Inc. Retirement Savings Plan
  • 5500 ind #16940

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Rettew Associates Inc 401(k) & Profit Sharing Plan in the asset neighbourhood

The Matcor - Matsu Retirement Savings PlanThe Matcor - Matsu Retiremen…$39MRettew Associates Inc 401(k) & Profit Sharing PlanRettew Associates Inc 401(k)…$39MAstronova, Inc. Retirement Savings PlanAstronova, Inc. Retirement S…$39MSandridge Energy, Inc. 401(k) PlanSandridge Energy, Inc. 401(k…$39MBank of the Sierra Savings PlanBank of the Sierra Savings P…$39M
End-of-year total assets ($M) among Rettew Associates Inc 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$39M
Net Income$4M
Employer EIN231712637
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rettew Associates, Inc.)

Sponsor-wide plan assets over time

All Rettew Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 31.93487320143501% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48M $63.3M ▲ +31.9%
Year Plans Participants Total Assets
2022 2 559 $48M
2023 2 551 $55M
2024 2 578 $63M

Nearby 401(k) Plans in Pennsylvania

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

Rettew Associates Inc 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Rettew Associates Inc 401(k) & Profit Sharing Plan, Total assets ($B): 0.038752023 · Participants: 267Rettew Associates Inc 401(k) & Profit Sharing 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
Rettew Associates Inc 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Rettew Associates Inc 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Rettew Associates Inc 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Astronova, Inc. Retirement Savings Plan in RI ($39M); by covered participants it is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Rettew Associates Inc 401(k) & Profit Sharing Plan assets move in 2023? ▼
Rettew Associates Inc 401(k) & Profit Sharing Plan grew at a solid clip - up 10.9% during 2023, from $35M to $39M. Reported net income was $4M.
How have Rettew Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rettew Associates, Inc.'s sponsor-wide assets grew 31.9%, from $48M to $63M.
Where does Rettew Associates Inc 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Rettew Associates Inc 401(k) & Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rettew Associates Inc 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Astronova, Inc. Retirement Savings Plan in RI ($39M, 246 participants).
Which 401(k) plans cover a similar participant headcount to Rettew Associates Inc 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants, $7M 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 231712637.

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.